Finance Advisor Salary at 101 Financial BETA

Job Description Job Description Financial Representative for Career Changers APPLICANTS MUST CURRENTLY LIVE IN HAWAI'I (Big Island, Oahu, Maui, Kauai) Remote accommodations available for neighbor island advisors Approved partner for DoD Skillbridge Program, Hiring Our Heros, etc. Job Summary: As a Financial Advisor, you will provide personalized recommendations to clients, helping them achieve their financial goals and secure their financial future. This role requires excellent analytical, communication, and customer service skills, however, prior financial services experience is not needed -- extensive training and licensing is provided. Bachelor’s degree from a four-year college or university Exceptional interpersonal and relationship building skills Experience in sales and client facing roles Proven ability to assess needs of clients and recommend appropriate solutions Goal and performance driven Ability to source clients through prospecting and networking Computer/technical literac

Job Description Under the direction of the Personal Trust Department Manager, this position will be responsible for the efficient administration of Fiduciary accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent. Provides relationship management skills, advice and guidance in the area of fiduciary administration. Provides a high level customer service to clients, attorneys, Certified Public Accountants, financial advisors and beneficiaries relating to these accounts. Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Shares responsibility for soliciting, developing, managing and retaining client relationships for Personal Trust. Assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Se

Job Description Under the direction of the Director Wealth Management Risk & Chief Fiduciary Officer, this job is responsible for enhancing and proactively managing Bank of Hawaii's Wealth Management Compliance & Risk Management Program. Is responsible for consulting with business unit managers to ensure compliance management components are established and implemented for appropriate business functions across the company. Responsibilities Oversees the Bank's Wealth Management Compliance & Risk Management Program and ensures that the company is in compliance with all related laws and regulations. Directs the quality assurance review process that tests business unit compliance programs for adequacy. Directs the Fiduciary and Investment Compliance & Risk Management reviews and associated data reconciliation processes and shares the results of the quality assurance and Fiduciary and Investment Compliance & Risk Management reviews. Designs and performs risk assessments, quality assurance re

Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Honolulu, HI is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today! The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base

Look no further for a fulfilling career in Financial Services! At Tax and Financial Group (TFG), we are seeking individuals to embark on a rewarding career in financial advising that offers flexibility, independence, an unlimited earning potential and so much more! Here, our financial advisors are given the training, resources, and support they need to build their practice from the ground up. You have control over your path while having access to some of the sharpest minds in the financial services industry. Our first-class training program includes: Assistance obtaining industry licensing and registrations necessary. Mentorship and training by senior financial advisors, specialists, and a large broker dealer. Education to become an expert in the products and services we provide. Training on how to build your business through different resources and marketing avenues. Cutting edge industry resources and technology. Key Responsibilities: Conduct comprehensive financial assessments to un

Take your career as a Financial Advisor further with a diverse, reputable firm! Tax & Financial Group is an independently owned comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. Being a Financial Advisor at TFG: In this role, you will have the opportunity to join a firm of seasoned financial professionals and provide clients with financial planning and investment guidance, amongst other services. Financial Advisors at TFG enjoy a fulfilling career while empowering others to achieve their financial dreams. Since 1970, we have been dedicated to supporting Financial Advisors in building and growing successful practices and realizing their full potential. Through collaborative efforts and personalized guidance, we are committed to helping you advance to the next level in

Join Our Team as a Client Services Coordinator! At Tax & Financial Group (TFG), we have been dedicated to empowering clients toward long-term financial security for over 54 years. Our commitment to personalized service and expertise has allowed us to help countless individuals and families achieve their financial goals. Why TFG? We pride ourselves on our customized approach to wealth management—focusing on growing, protecting, and conserving our clients’ wealth. As a member of our team, you’ll play a crucial role in this mission, partnering with some of our most experienced financial advisors. About the Role: We are currently seeking an efficient and intuitive Full-Time Client Services Coordinator for our Honolulu office. This is an in-person position at our Honolulu office Monday through Friday, daytime hours and we are seeking a candidate who is available for an early morning start time. In this dynamic position, you’ll support business processing and enhance client service, ensuring

Primary Purpose of Job Provides operational support to Financial Consultants (FCs), Associate Financial Consultant (AFCs), and Licensed Branch Employees with customer service requests, finding new leads by mining the FCs book as well as partnering with the branches, new account opening/maintenance, and product research. Follows up on pending business, money movement and commissions, provides administrative assistance and acts as liaison with B/D (Broker/Dealer) back office and vendors. Major Job Accountabilities Provides administrative support to assigned Financial Consultants and LBEs, which includes but is not limited to the following: providing sales materials and supplies to field offices answering day-to-day reference questions on product and program changes, processes and systems processing customer service requests, new business, account inquiries and vendor account issue resolution assists in generating financial plans compiles and submits monthly reports ensures the ASB/Inv Se