10 hours
2017-12-102018-01-09

Financial Advisor - Maui

Bank of Hawaii
Maui, HI
  • Job Code
    148526

Financial Advisor - Maui-1700987
Description

Bank of Hawaii

In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change. At Bank of Hawaii, we think of ourselves as forward thinking pace setters. We are constantly finding creative ways to deliver leading edge financial products and services to our customers.  Now more than ever, we’re focused on the needs of our customers and providing solutions they need.

 

It’s our sales team who helps us succeed in providing solutions to retail customers, as well as large and small businesses in Hawaii.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.

 

Does this sound like you?

Do you enjoy learning?  Do you thrive in an environment that leverages your abilities as a relationship-builder, good listener, and problem-solver?  Are you a self-starter, comfortable with the complexities that come with offering banking solutions?  If you love challenges, relish complexity, and are solutions-oriented, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  You will work with internal partners and external clients to ensure the right products and services are offered at the right time. Welcome to your tomorrow!

 

A day in your life as a Financial Advisor

Under the direction of the Manager, this position provides clients with various investment related guidance, support, and services.  Assists with all of the business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited Anti-Money Laundering laws and regulations, including regulatory and internal compliance policies and procedures related to the investment adviser business activities under the Investment Advisers Act of 1940 and related securities laws and regulations, Fair Banking, Bank Secrecy Act and USA PATRIOT Act.  In addition, this position is responsible for conducting sales and relationship management activities in accord with Bank of Hawaii (BOH) and the firm’s guidelines, policies, procedures, disciplines and behaviors.

 

We’ll give you these important responsibilities…

  • Identifies, develops, and maintains investment relationships with clients. Formulates investment solutions and strategies using firm-approved products and services. Delivers recommendations on suitability in a fiduciary capacity based on the client’s individual goals and objectives, resources, time horizon, risk profile and preferences. Using required State of Hawaii Insurance and Financial Industry Regulatory Authority (FINRA) Series 7, 66 and/or 65/63 (or CFP in lieu of S65) licenses, solicits and services mutual funds, insurance contracts, and advisory services/managed account portfolio solutions (MAPS). Ensures that appropriate market transactions are executed promptly. Complies with all industry rules and regulations, department policies and procedures, and Bank policies and codes of conduct.
  • Actively solicits clients via telephone, networking, referrals, etc. Travels independently in the community and market area for client servicing, prospecting and networking.  Refers clients to subject matter experts in the organization for advice and potential cross sell opportunities.  Leverages support units or alternative delivery channels to match the servicing needs of the client.  Utilizes the Blue360 client relationship management system to track referrals and activities in an accurate and timely manner.
  • Researches and stays abreast of current market trends, product changes, tax and other regulatory changes to ensure appropriate investment strategies are being considered and deployed.  Regularly attends scheduled advisor training events and completes all continuing education assignments.
  • Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications

…if you come to us with these qualifications…

Education: 

  • Bachelor’s degree from accredited institution or equivalent work experience.
  • Possesses Financial Industry Regulatory Authority (FINRA) registration Series 7, Series 63, and Series 65 or 66 licenses and State of Hawaii Department of Insurance Life, Accident and Health license.  (Bachelor’s degree is required for Certified Financial Planner (CFP) certification.)

 

Experience: 

  • Minimum two years of experience in a brokerage and/or advisory firm to include customer service and sales experience; or equivalent work experience. 
  • Average historic production level of $200,000 - $500,000. 
  • Expert understanding of investment securities and the financial markets. 
  • Knowledge of life insurance products, strategies, and financial planning preferred.  CFP certification preferred.

 

Technical Skills: 

  • Proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software. 
  • Knowledge of or ability to use Bank software and systems.

 

Other Job Qualifications:

  • Well-developed analytical and problem solving skills.
  • Excellent written, verbal, and presentation skills.
  • Must have the ability to express complex ideas in concise and simple terms.
  • Able to make critical decisions independently.
  • Possesses strong networking and business development skills.
  • Has solid investment knowledge and business acumen.
  • Able to build strong working relationships and partnerships across the organization with a collaborative and consultative approach.
  • Able to work independently as well as function as part of a team.
  • Well organized with the ability to manage time effectively while managing multiple priorities.
  • Able to work flexible hours including holidays, weekends and evenings as needed or assigned.
  • Must be able to provide own transportation or to operate a vehicle with a valid driver’s license and commute as required.

 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.

Job Function Investments
Primary Location Hawaii-Maui
Schedule Full-time
Job Posting Nov 27, 2017, 9:57:22 AM
Unposting Date Ongoing

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Financial Advisor - Maui

Bank of Hawaii
Maui, HI

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Financial Advisor - Maui

Bank of Hawaii
Maui, hi

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