2 дня назад
VP, Financial Consultant - Honolulu, HI
75 000 - 105 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Financial Consultant - Honolulu, HI (Wealth Management): Guiding clients through holistic financial planning across investing, retirement, education, insurance, banking, lending, and estate planning with an accent on relationship development and investment strategy. Focus on growing an existing client book, conducting business development outreach, and helping clients implement long-term wealth management plans.
Location: Honolulu, Hawaii, United States
Salary: USD $75,000–$105,000 per year
Company
provides investment, wealth management, banking, and financial planning services to clients.
What you will do
- Guide existing and prospective clients through holistic financial planning and wealth management.
- Develop client relationships through warm outreach, community engagement, and consistent sales activity.
- Provide guidance on investing, retirement readiness, education planning, insurance, banking, lending, and estate planning.
- Use market knowledge, Schwab specialists, and advice guidelines to help clients progress toward their financial goals.
- Build and grow a book of business while delivering a strong investor experience.
Requirements
- Valid and active FINRA Series 7 license required.
- Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during tenure.
- Demonstrated ability to build trusted client relationships and communicate effectively.
- Ability to manage wealth and adapt financial strategies as market and business conditions change.
- Strong business development, relationship-building, and financial planning skills.
Nice to have
- CFP certification.
Culture & Benefits
- Four-week virtual Wealth Management University followed by a weeklong immersive bootcamp.
- Hands-on branch training, mentorship, and a structured four-level Financial Consultant career path.
- Performance-driven incentive plan with additional earning potential.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, and vision insurance, paid vacation, parental leave, tuition reimbursement, and family-building benefits.
- Twenty-eight-day sabbatical after every five years of service for eligible positions.
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