Wealth Associate Job at First Hawaiian Bank, Hawaii

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  • First Hawaiian Bank
  • Hawaii

Job Description

Wealth Associate Location Hawaii :

First Hawaiian Bank is currently seeking a client-focused and goal-oriented Wealth Associate to join our Wealth Advisory Division - FHA team. In this role, you'll provide be responsible to meet or exceed assigned business goals by servicing existing client base and acquiring new clients through comprehensive planning process with internal and external customers. Works closely with Senior Advisor and/or Sales Manager.

The successful candidate will be hired for the level of the position that aligns with their experience.

Work Schedule

Monday-Friday 8:00am-5:00pm (hours may vary)

The ideal candidate will have:

  • Bachelor's Degree preferred.
  • Industry experience / business or related degree required.
  • Series 7, 66 or 65 (if 65 then 63) and life and health insurance license required.
  • 1 year relevant experience in the financial services industry required.
  • CFP, CLU or CHFC or Industry equivalent designation or in the process of obtaining preferred.
  • Able to plan, organize and budget.
  • Good written and verbal communication.
  • Able to handle confidential matters judiciously.
  • Possesses attention to detail with excellent follow-through.
  • Able to work under pressure with multiple deadlines.
  • Good time management skills.
  • Possesses sales skills to enhance business development objectives.

Job Tags

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