Financial Advisor (State of Hawaii)
Bank of HawaiiHawaii, United States • Hilo, Hawaii, United States
Posted December 28, 2023
Full Time
About the Company
Bank of Hawaii, founded in 1897, offers a comprehensive array of financial products and services to businesses, consumers, and governments in Hawaii and the West Pacific. With expertise in consumer loans, business banking, private client services, international banking, personal banking, mortgage lending, wealth management, commercial real estate, and treasury and cash management, the bank provides tailored solutions for diverse financial needs. Its strong local presence and commitment to customer service make it a distinctive player in the industry.
Job Description
This Financial Advisor position in Hawaii is responsible for providing investment guidance and services to clients. The role involves assisting with compliance with regulations, managing client relationships, conducting sales, and leveraging state insurance and financial regulations. Advisors should keep abreast of market trends and complete continuing education.
Requirements
- Identifies, develops, and maintains investment relationships with clients.
- Formulates investment solutions and strategies using firm-approved products and services.
- Ensures appropriate market transactions are executed.
- Represents the Bank in all interactions with clients, including sales and referral activities.
- Researches market trends and stays updated on regulations.
Benefits
- Competitive salary
- Comprehensive benefits package (details not specified)