Honolulu, Hawaii, United States · On-site
$45k–$77k/yr
Under the direction of the Manager, this position provides sales, administrative and customer service support to an assigned Bankoh Financial Advisor (FA) and is responsible for assisting with the growth of the FA’s clie…
Skills: Sales, Customer Service, Financial Planning, Investment Solutions, Business Development
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Provide sales, administrative, and customer service support to a Financial Advisor to grow the clientele base. Assist in delivering personalized investment solutions through Broker-Dealer and Investment Advisory services.
Requires a bachelor's degree or equivalent experience and FINRA Series 7, 63, and 65/66 licenses, plus a Hawaii Life, Accident and Health license. At least two years of brokerage experience and proficiency in Microsoft applications are required.
Under the direction of the Manager, this position provides sales, administrative and customer service support to an assigned Bankoh 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 Bankoh Advisors.
Bank of Hawaii was founded in 1897 and provides a broad range of financial products and services to businesses, consumers and governments in Hawaii and the West Pacific. To view our social media guidelines, please visit boh.com/social-media.
Offices: 130 Merchant Street, Honolulu, HI 96813, US
Bank of Hawaii was founded in 1897 and provides a broad range of financial products and services to businesses, consumers and governments in Hawaii and the West Pacific. To view our social media guidelines, please visit boh.com/social-media.
Offices: 130 Merchant Street, Honolulu, HI 96813, US
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