Broker Salary at Newmark Grubb|Cbi BETA

Sales Manager What we need: Cetera Investment Services is looking for a motivated individual to fill the role of a Sales Manager for American Savings Bank in Honolulu, HI. For more information, and to apply online, please scroll down. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Major Job Accountabilities Trains and motivates FAs and AFAs to: Use relationship selling: Trains team on a needs-based sales process which includes a holistic financial planning approach (1) Discovery - have meaningful conversations to discover dreams and needs (2) Gather all information to prepare plan (3) Analyze information (4) Deliver plan/advice (5) Implement the plan). Be subject matter expert in all tools available for financial planning (ex: MoneyGuide Pro, insurance case design, advisory programs, etc.) Incorporate a set of minimum standards clients should expect when engaged with the FA – Client Experience (differentiated service m

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify

Introduction: At Risk Placement Services, we're more than just a team we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contribution matters. Step into a world of excitement and innovation as we work with top-rated carriers to design robust coverage for our clients. Unleash your potential and join our spirited team, where you'll have the freedom to explore and the support to grow. We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply. How you'll make an impact: Risk Placement Services, Inc. is one of the nations largest Specialty Wholesale Insurance Brokerage firms. We work with top-rated carriers to design robust coverage for our clients. Our employees are fueled by a culture built around teamwork, creativity and responsiveness. Position Summary: The Underwriter/

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

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

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

Investment Services Sales Manager We are seeking a results-driven Investment Services Sales Manager to lead and develop a team of Financial Advisors (FAs) and Associate Financial Advisors (AFAs). This role is key in driving growth, optimizing business operations, and ensuring exceptional client experiences through a holistic financial planning approach. Key Responsibilities: Lead, mentor, and coach advisors to achieve sales goals in advisory services, recurring revenue, and net new assets. Train advisors on relationship-based selling and financial planning tools. Develop individualized business plans for advisors, tracking progress and optimizing sales strategies. Partner with bank branches to identify opportunities and increase asset gathering. Ensure compliance with all regulatory and broker/dealer requirements. Qualifications: 5+ years of direct sales experience in securities and/or insurance. Demonstrated supervisory experience with strong leadership, coaching, and sales developmen

Overview: PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. Take Control of the Market and Grow your Business with PRMG Service your Referral Partners with Confidence! Work from your own private office centrally located on Oahu Have the greatest Technology Stack in the industry Close loans in 49 states Offer In-house programs & broker capability Access non-QM to include No Ratio, Stated Income & Bank Statement Programs Leverage On Site local processing Compete with the Best pricing in the Islands & across the nation Honor all DU/ LP eligible regardless of DTI (no overlays) Close Conventional, FHA, VA & USDA & Non QM Leverage Homestyle Renovation & FHA 203k Offer Jumbo, Portfolio, Vacant lots & Construction loans MCC participating lender C& C Down payment participating lender XINNIX Training Programs MBS Highway Total Expert