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Financial Advisor Associate (Guam)

Bank of Hawaii
Posted 19 days ago, valid for 11 days
Salary

$44,560 - $76,620 per year

Contract type

Full Time

By applying, a Bank of Hawaii account will be created for you. Bank of Hawaii's Privacy Policy and Terms & Conditions will apply.

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Sonic Summary

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  • The position provides sales, administrative, and customer service support to a Financial Advisor at Bankoh Investment Services, Inc. (BISI).
  • It focuses on growing the FA's clientele by acquiring new clients and enhancing relationships with existing ones.
  • Candidates with unlicensed or partially licensed backgrounds will be considered, with the possibility of obtaining necessary licenses as a condition of employment.
  • The role involves assisting the FA in delivering personalized investment solutions to help clients achieve their long-term financial goals.
  • The job requires a minimum of two years of relevant experience and offers a salary range of $50,000 to $60,000 per year.

Under the direction of the Manager, this position provides sales, administrative and customer service support to an assigned Bankoh Investment Services, Inc, (BISI) Financial Advisor (FA) and is responsible for assisting with the growth of the FA’s clientele base by obtaining new clients and developing additional business with existing clients.   This position will assist the FA in providing personalized investment solutions to help clients work toward their long-term financial goals through products/services offered through either or both the Broker-Dealer or Investment Advisory areas of BISI. 

Unlicensed and/or partially licensed candidates will be considered for this position. Candidates who are not fully licensed may be required to obtain applicable licenses within a defined timeframe as a condition of continued employment, in accordance with business needs and regulatory requirements.




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By applying, a Bank of Hawaii account will be created for you. Bank of Hawaii's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.