Financial Advisor
Not Disclosed•Full-TimeOn-site
location_on966, Lei Road, Liliha, Honolulu, Honolulu County, Hawaii, 96817, United States
About the Role
This position is a dynamic base plus incentive role designed for high-performing sales professionals. Candidates can expect a base pay of $43,000, with the opportunity to earn a very generous monthly incentive and annual payout based on performance. The primary purpose of the job is to manage a book of business by maintaining strong relationships with customers while actively soliciting prospective clients for suitable investment products. You will serve as a key partner to branch offices and licensed employees, driving growth in the investment business through strategic collaboration.
In this role, you will provide individualized financial planning and advice, utilizing a holistic approach to uncover client needs through engagement and discovery. Your work will span advisory services, insurance, annuities, and investment company products, ensuring every recommendation is tailored to the client's specific situation. Beyond direct sales, you will be responsible for developing business plans to achieve sales goals, conducting presentations, and managing all assigned leads and branch referrals. You will also play a mentorship role, overseeing, training, and developing licensed branch employees while regularly strategizing with bankers to identify cross-referral opportunities.
Hiring Process
Candidates must possess current Hawaii Life and Health licenses along with SIE, 7, and 66 securities registrations. Those with CFP, CLU, ChFC, or equivalent designations are highly encouraged to apply. A valid US driver's license and reliable transportation are required to fulfill the duties of the position.
Equal Opportunity
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers, and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact our Recruitment team at 808-538-2000. Mahalo for your interest in American Savings Bank!
Work location
Work model: On-site
966, Lei Road, Liliha, Honolulu, Honolulu County, Hawaii, 96817, United States
Honolulu, Hawaii
Key Responsibilities
- check_circleManage a book of business and maintain customer relationships
- check_circleSolicit prospective customers and sell suitable investment products
- check_circleProvide individual financial planning and advice using advisory and insurance products
- check_circleConduct presentations and sales meetings for prospective customers
- check_circlePartner with bankers to strategize on cross-referral opportunities
- check_circleTrack and report results to branches and management
- check_circleParticipate in client appreciation events and bank-sponsored seminars
- check_circleDevelop business plans to achieve sales goals and marketing activities
- check_circleEnsure compliance with applicable laws, regulations, and guidelines
- check_circleOversee, mentor, and train licensed branch employees
Requirements
- verified3 years direct sales experience in securities and/or insurance
- verifiedCurrent Hawaii Life and Health licenses
- verifiedSIE, 7, and 66 securities registrations
- verifiedValid US driver's license
- verifiedAccess to transportation
Nice to Have
CFP, CLU, ChFC or equivalent designations
Similar Job Opportunities
Frequently asked questions about Financial Advisor at American Savings Bank, FSB
What does a Financial Advisor at American Savings Bank, FSB do?expand_more
Day-to-day, the Financial Advisor at American Savings Bank, FSB will manage a book of business and maintain customer relationships; solicit prospective customers and sell suitable investment products; provide individual financial planning and advice using advisory and insurance products; and conduct presentations and sales meetings for prospective customers.
What are the requirements for this Financial Advisor role?expand_more
To qualify for the Financial Advisor at American Savings Bank, FSB position, applicants should have: 3 years direct sales experience in securities and/or insurance; Current Hawaii Life and Health licenses; SIE, 7, and 66 securities registrations; Valid US driver's license; and Access to transportation.
Where is the Financial Advisor role at American Savings Bank, FSB located?expand_more
Financial Advisor at American Savings Bank, FSB is based in 966, Lei Road, Liliha, Honolulu, Honolulu County, Hawaii, 96817, United States. This is a on-site role.
Is this Financial Advisor job remote, hybrid, or on-site?expand_more
American Savings Bank, FSB has listed this Financial Advisor role as on-site.
How much experience is required for this Financial Advisor role?expand_more
Financial Advisor at American Savings Bank, FSB typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Financial Advisor role at American Savings Bank, FSB?expand_more
Key skills for Financial Advisor at American Savings Bank, FSB include Hawaii Life And Health Licenses; Sie; 7; 66; CFP; Clu; CHFC; and MS Word.
What category does the Financial Advisor role belong to?expand_more
Financial Advisor at American Savings Bank, FSB is part of the sales job category on Recrutus.
About American Savings Bank, FSB
American Savings Bank, FSB is a banking institution headquartered in New York with deep roots in the local community. The organization originated from the Kings County Savings Institution, which received its charter on April 10, 1860. Over time, the bank grew through a series of mergers in the 1980s, evolving from its original location in Washington Hall in Brooklyn to a permanent building on the corner of Bedford Avenue and Broadway. This structure, formerly known as the Kings County Savings Bank building, has stood as a significant landmark in the Williamsburg neighborhood since the early 20th century. The site gained historical recognition when it was designated by the New York City Landmarks Preservation Commission in 1966 as the seventh building to receive such status. It was later added to the National Register of Historic Places in 1980, reflecting its enduring architectural and cultural value within the city.
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