Financial Professional (with accelerated path to Management) HONOLULU, HAWAII
reputed company has been helping people put love into action for over 175 years. They are seeking a Financial Services Professional responsible for providing comprehensive financial planning and assisting clients with retirement planning.
Responsibilities
- Providing comprehensive financial planning
- Assisting with retirement planning
- Delivering exceptional financial services to clients
- Meeting with clients
- Developing tailored financial plans
- Offering strategic advice to help clients meet their financial goals
- Effective communication and relationship-building with clients
Skills
- Financial Planning and Retirement Planning skills
- Proficiency in Finance and Financial Services
- Excellent Communication skills
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Business, or reputed company field preferred
- Relevant certifications such as CFP® are a plus
- Experience in the financial services industry preferred
- Prior experience in sales or financial services is preferred, but NOT required
- Knowledge of estate planning, tax laws, corporate accounting, securities law, wills trusts estate law, financial planning, financial concepts, and wealth management is beneficial
- Bachelor's degree is desirable
- Financial concepts: 1 year (Preferred)
- Location: Honolulu, HI 96813 (Preferred)
- Ability to Commute: Honolulu, HI 96813 (Preferred)
Benefits
- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Paid time off
- reputed company
- Retirement plan
Company Overview
Company H1B Sponsorship