investment advisor

We Rise Group of Companies

Job DescriptionWe are seeking a dynamic and motivated sales professional to join our team. The ideal candidate will play a crucial role in achieving sales targets, meeting daily performance metrics, and delivering exceptional service to clients. This position offers a unique opportunity for personal and professional growth within a supportive and high-performing environment, where teamwork and leadership are highly valued.Key Responsibilities - Consistently achieve and exceed assigned sales targets. - Meet daily soft KPIs to ensure smooth and efficient operational performance. - Provide exceptional customer service, fostering strong and lasting client relationships. - Collaborate effectively with team members to support and drive overall business goals. - Exhibit leadership qualities and actively contribute to team motivation and success.Required Qualifications - Bachelor&rsquo;s degree is mandatory. - Strong passion for sales with a commitment to excellence and outstanding customer service. - 0-3 years of sales experience in the real estate sector; fresh graduates are welcome to apply. - Excellent verbal and written communication skills. - Demonstrated leadership abilities, including experience in leading or managing teams.Preferred Qualifications and Benefits - Opportunity for significant personal and professional development with a focus on grooming future leaders. - Work within a professional, dynamic team that embraces industry best practices. - Exposure to both local and international markets through partnerships with global ventures. - Full-time role offering a competitive monthly salary range 50,000. - On-site work location, enabling direct interaction with clients and team members.This role is well-suited for ambitious individuals who are eager to build a successful career in real estate sales while enhancing their leadership skills in a growth-oriented and supportive setting.Pay: Rs50,000.00 per monthWork Location: In person

Investment Advisor

JPMorganChase

<div>JOB DESCRIPTION 
 
 
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div> 
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.</div><div> 
</div><div>Job responsibilities</div><div><ul><li>
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li><li>
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients' needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div>
</div><div>Required qualifications, capabilities, and skills</div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li></ul></div><div>
</div><div>Preferred qualifications, capabilities, and skills</div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor's degree preferred</li></ul>
</div>FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 
 
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div> 
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div></div>
ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
 
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</div>

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates&rsquo; physical, emotional, and financial wellness through affordable, competitive and flexible benefits. 
 
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. 
 
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America&rsquo;s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you&rsquo;ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We&rsquo;ll help you:<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.</li></ul>
Required Qualifications<ul><li>
Aptitude in obtaining required industry licenses.</li><li>
Must be self-disciplined in managing time and capacity.</li><li>
Experience in cultivating client relationships, accessing needs and recommending solutions.</li><li>
Success creating strong peer relationships through effective communication and collaboration.</li><li>
Demonstrates a results-driven mindset while prioritizing client&rsquo;s interest in a complex, fast-paced environment.</li><li>
Executes multiple tasks simultaneously.</li><li>
Learns and adapts to new technology or applications.</li></ul> 
Desired Qualifications<ul><li>
Currently holds FINRA Securities Industry Essentials (SIE)</li><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li></ul>
Skills<ul><li>
Client Experience Branding</li><li>
Client Solutions Advisory</li><li>
Investment Management</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Client Management</li><li>
Customer and Client Focus</li><li>
Portfolio Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Business Acumen</li><li>
Executive Presence</li><li>
Oral Communications</li><li>
Risk Management</li></ul>
Weekly Schedule: Monday thru Friday, with rotating Saturdays required
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Solutions Advisor Registration Candidate - Scotch Plains

Edward Jones

<div><div>This job posting is anticipated to remain open for 30 days, from 30-Jul-2026. The posting may close early due to the volume of applicants.</div><div>
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we&rsquo;re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. 
 
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
 
 
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
 
 
View our Purpose, Inclusion and Citizenship Report. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 
</div><div>There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. 
 
As an associate financial advisor at Edward Jones, you&rsquo;ll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you&rsquo;ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice&rsquo;s overall business outcomes. 
 
What you&rsquo;ll do
<ul><li>Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities 
</li><li>Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long‑term priorities 
</li><li>Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance 
</li><li>Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve 
</li><li>Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience</li></ul></div><div>
What experience you&rsquo;ll need
<ul><li>A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results 
</li><li>Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills 
</li><li>Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment 
</li><li>Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations 
</li><li>Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - all licensing is fully sponsored and supported by Edward Jones 
</li><li>Comfort learning and applying financial planning software and digital engagement tools 
</li></ul>What could set you apart
<ul><li>Partial securities licensing (such as the SIE exam) is a genuine plus - but please don't let an incomplete licensing profile stop you from applying. If you bring strong sales instincts or a passion for financial services, we want to hear from you 
</li><li>3&ndash;5 years of experience in financial services, investment advisory or wealth management 
</li><li>CFP&reg; (Certified Financial Planner) designation or active progress toward it 
</li><li>Familiarity with financial planning tools such as MoneyGuide or Salesforce</li></ul></div><div>
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. 
 
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones</div><div>
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div><div>
As a salaried professional, you can also expect&hellip;<ul><li>
A culture of continuous improvement and professional development</li><li>
Full-time Associates receive the following benefits:<ul><li>
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li></ul></li></ul>
You'll be competitively compensated&hellip;<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li><li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.</li></ul></div></div>

Associate Financial Advisor

Ameriprise Financial

<div>At Ameriprise Financial, we&rsquo;re not just in the business of helping clients with their financial goals &ndash; we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you&rsquo;re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. 
 
This position is with an Ameriprise Financial Franchise owner.
Job Description
Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors. 
 
ABOUT THE ROLE 
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.<div>
KEY RESPONSIBILITIES</div>
Client Experience &amp; Advice:<ul><li>
Follow the Springbrook Wealth Advisor service model to support client retention and growth</li><li>
Serve as primary point of contact for assigned clients, handling inquiries and service requests</li><li>
Prepare for and lead client review meetings, including materials and follow-up</li><li>
Proactively identify opportunities to deepen relationships and address new planning needs</li><li>
Onboard new clients: account opening, data gathering, and risk profiling</li><li>
Manage client administrative needs, including estate settlements</li><li>
Participate in client events and networking to help grow the practice</li><li>
Coordinate with clients' accountants and lawyers for comprehensive advice</li><li>
Build financial plans covering retirement, investment, tax, insurance, and estate planning</li><li>
Analyze portfolios and recommend investments aligned with client goals and risk tolerance</li><li>
Model financial scenarios and present findings to clients and lead advisors</li><li>
Monitor client portfolios and flag issues needing attention</li><li>
Review insurance needs and recommend coverage for life, disability, and long-term care</li><li>
Recommend annuity options as needed</li></ul>
Operations:<ul><li>
Document all client interactions, transactions, and recommendations per firm policy and regulations</li><li>
Maintain accurate client records in CRM and portfolio management systems</li><li>
Support compliance reviews, audits, and reporting</li><li>
Stay current on regulatory changes affecting advisory services</li><li>
Attend and actively participate in team meetings</li></ul>
QUALIFICATIONS:
Required:<ul><li>
Goal driven, growth mindset a must</li><li>
Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)</li><li>
Bachelor&rsquo;s degree in Finance or a related field</li><li>
1 or more years of experience in financial planning, asset management, or a related role</li><li>
Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)</li><li>
Strong analytical, written, and verbal communication skills</li><li>
High degree of integrity and commitment to fiduciary standards</li></ul><div>
COMPENSATION &amp; BENEFITS:</div><ul><li>
Competitive base salary commensurate with experience: starting at $60,000</li><li>
Performance-based bonus tied to client satisfaction and business development goals</li><li>
Flex savings, dental, and vision insurance</li><li>
401(k) with employer match</li><li>
Paid support for continuing education, professional development, and licensure renewal</li></ul>
Base Pay Salary
The salary range will be starting $60,000/ year<div><div><div><div><div><div><div>
Full-Time/Part-Time</div></div></div></div></div></div></div>
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</div>

ASSOCIATE FINANCIAL ADVISOR

Hawaii State Federal Credit Union

Position Summary
 We are seeking a Wealth Advisor to assist our members with Financial Planning, Estate Planning, and Wealth Advisory needs. You'll bring your expertise and current established network to our member-trusted team, and expand your opportunities through partnership with HSFCU's Commercial, Business Development and Mortgage departments.
 This position is located at our HSFCU Headquarters in Downtown Honolulu.
 
Salary Range
 Minimum Annual Salary Range: $48,000 per year + eligible commission.
 The posted range reflects the anticipated base pay for this position, with final compensation determined based on commission.
 
Essential Duties
 <ul>
<li>Manage and grow a substantial book of business consisting primarily of high-value and high-net-worth client relationships.</li>
<li>Proactive relationship management and strategic financial planning.</li>
<li>Analyze complex financial situations and develop customized recommendations aligned with clients' objectives, risk tolerance, and life stages.</li>
<li>Collaborate with internal partners and external professionals including CPAs and Estate Planning Attorneys.</li>
<li>Serve as a resource and subject matter expert on complex planning, investment, and advisory matters.</li>
</ul>
Minimum Qualifications and Experience
 <ul>
<li>Bachelor's degree and/or relevant experience.</li>
<li>5+ years of professional work experience in investment services, financial planning and consultation, and relationship management.</li>
<li>Certifications: Series 7 and Series 63/65 or 66.</li>
<li>Insurance License.</li>
</ul>
Preferred Qualifications and Experience
 <ul>
<li>Bachelor's degree in business, economics, finance, or other related field.</li>
<li>Certified Financial Planner (CFP), ChFC, CFA or other advanced designation.</li>
</ul>
Overview: 
Find your happy place. Hawaii State Federal Credit Union is more than a bank, and not just another credit union. We’re a place where “Always Right By You” isn’t just a tagline to those we serve, but a promise to our employees, who enjoy generous benefits, opportunities for career advancement and a healthy work-life balance. As an employee, you will be part of a team that values trust, encouragement, and the holistic experience of working together. HSFCU offers a dynamic and supportive work environment where employees can enjoy competitive compensation and one of the best benefits packages in the business.
 
Benefits: 
<ul>
<li>Competitive Compensation: HSFCU offers competitive pay, merit increases, and incentives.</li>
<li>Health Coverage: We've got you covered: full-time employees receive 100% coverage for medical and dental premiums, plus 50% towards covering your family members. Pre-tax deductions for your Flexible Spending Plan can be added on as early as 6 months in.</li>
<li>Paid Time Off: Enjoy 13 paid holidays each year, plus Election Day and up to 2 full days off for Community Service. Your hard work is rewarded with an increase in PTO accrual with every year you're employed.</li>
<li>Retirement Savings: Contribute to a 401(k) plan with up to 10% employer contributions including a 6% match and profit sharing after your first year.</li>
<li>Transportation Subsidy: We make your daily commute stress-free. Receive 100% bus pass reimbursement or up to $100 subsidy towards parking and Pre-Tax deductions.</li>
<li>Health & Wellness: Access to wellness fairs, flu shot clinics, and on-site fitness centers.</li>
<li>Additional Benefits: Flexible spending plans, credit union discounts, life, accident, and disability insurance.</li>
<li>Growth Opportunities: HSFCU invests in employee development through in-person and online training programs, workshops, career development assistance, and tuition assistance. Employees are encouraged to further their education and unlock new opportunities.</li>
<li>Work Environment: HSFCU’s modern headquarters prioritize a balance between wellness and productivity, offering a variety of amenities. The culture is inclusive, with a focus on teamwork and community, often described as an 'ohana' or family atmosphere.</li>
<li>Employee Testimonials: Employees appreciate the supportive environment where everyone’s voice is heard and valued. The credit union has been recognized as one of Hawaii’s best places to work for over 15 years.</li>
</ul>

Wealth Advisor

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most &ndash; whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the Participant Services Financial Solutions Advisor is the ideal role for you.
We&rsquo;ll help you:
<ul><li>Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments</li><li>Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant&rsquo;s investment needs</li><li>Consistently identify participant opportunities and engage key partners as needed</li><li>Ability to grasp and apply complex technical material quickly</li></ul>
Required Qualifications<ul><li>Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)</li><li>Passion for excellence and willingness to work to exceed client expectations</li><li>Strong computer skills with an ability to multitask in a fast paced environment</li></ul>
Enterprise Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Additional Skills Needed:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Solutions Advisor - Participant Services (Series 7 required)

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