Financial Planner Wealth Management
Bank of HawaiiHonolulu, Hawaii, United States
Posted August 6, 2025
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
The Financial Planner will be responsible for developing and delivering financial and estate planning solutions to clients, contributing to process improvements, and supporting business partnerships. This role involves analyzing systems, maintaining knowledge of financial planning, and contributing to a positive work environment.
Requirements
- Develops and presents customized financial and estate plans.
- Offers expert guidance on complex planning scenarios.
- Maintains up-to-date knowledge of financial planning, tax laws, and wealth management products.
- Participates in special projects and supports team collaboration.
- Designs systems or processes to meet business needs.