Investment Services Professional

Hawaii Sate Credit Union•Honolulu, HI

1d•$48,000

About The Position

Financial Consultant is responsible for the overall financial management of investment client base (i.e. members/customer of the financial institution). This includes, but is not limited to: (1) development and maintenance of referral program, (2) preparation and execution of strategic marketing plans for individual (as well as office) client business, (3) maintenance of client records/files according to regulatory guidelines, (4) coordination of internal and external functions to achieve objectives. Are you ready to join a dynamic team that values collaboration, growth, and making a positive impact in our community? Look no further than Hawaii State Federal Credit Union! We’re more than just a financial institution; we’re a family that believes in being “Always Right By You.” Hawaii State Federal Credit Union (HSFCU) is committed to enriching lives by building strong relationships within the community. 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 thrive both personally and professionally.

Requirements

4-6 years of related experience in Investment Services
Requires Series 7 Certification
Requires Series 63/65 or 66 Certification
Requires Insurance License
Bachelor's degree in business or related field or equivalent experience

Responsibilities

development and maintenance of referral program
preparation and execution of strategic marketing plans for individual (as well as office) client business
maintenance of client records/files according to regulatory guidelines
coordination of internal and external functions to achieve objectives

Benefits

Competitive Compensation: HSFCU offers competitive pay, merit increases, and incentives.
Health Coverage: Comprehensive medical and dental coverage, with 100% paid single coverage for full-time employees.
Paid Time Off: Enjoy 13 paid annual holidays and up to 29 PTO days.
Retirement Savings: Contribute to a 401(k) plan with up to 10% employer contributions.
Transportation Subsidy: On-site parking at a small cost, up to $100 parking subsidy, or 100% bus pass reimbursement.
Health & Wellness: Access to wellness fairs, flu shot clinics, and on-site fitness centers.
Additional Benefits: Flexible spending plans, credit union discounts, life, accident, and disability insurance.
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.
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.
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 12 years.