Financial Planner Wealth Management

Responsibilities

• Develops and presents customized financial and estate plans based on client data and goals.
• Supports relationship managers with visual materials and planning tools to deliver holistic wealth solutions.
• Affords expert guidance on complex planning scenarios and techniques.
• Responds to technical questions from business partners and conducts research to support accurate, informed advice.
• Contributes to the development of articles, client communications, and marketing content.
• Builds and maintains strong working relationships with internal teams and business units.
• Proactively shares project updates and timelines to ensure alignment.
• Participates in special projects and supports team collaboration and issue resolution.
• Analyzes and designs systems or processes to meet business and functional needs.
• Identifies opportunities to improve performance standards and workflow efficiency.
• Ensures designs comply with Bank of Hawaii’s information security policies.
• Maintains up-to-date knowledge of financial planning, tax laws, and wealth management products.
• Demonstrates expertise in areas such as estate planning, retirement, education funding, and trusts.
• Actively engages in professional development and training opportunities.
• Supports vendor oversight to ensure service levels and delivery commitments are met.
• Helps to resolve performance issues and escalates concerns when necessary.
• Identifies ways to enhance functionality, reducing costs, and improving system efficiency.

Requirements

• Bachelor’s degree from an accredited institution with major in accounting, finance, law or related area or equivalent work-related experience.
• JD and/or LLM preferred.
• Minimum 4 years of relevant professional experience.
• Prior experience in estate planning is strongly preferred.
• Proven ability to interpret financial data and analyze a variety of financial statements with accuracy and insight.
• Working knowledge in several of the following areas required: Income, gift, and estate tax laws and regulations, Estate and financial planning tools and techniques, Fiduciary duties and responsibilities, Investment products and services, Investment markets and portfolio management.
• Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft Office applications or similar software.
• Knowledge of Bank software and systems including financial planning software.
• Excellent oral and written communication skills including interpersonal skills.
• Must be analytical, organized with excellent problem-solving skills.
• Must have a collaborative work style with the ability to work in a team environment.
• Should be an independent worker who drives assigned tasks through to completion.
• Must be detail oriented with the ability to meet competing deadlines.
• Able to work flexible hours including holidays, weekends and evenings as needed or assigned.

Qualifications

• Comprehensive understanding of financial planning, tax laws, and wealth management products.
• Expertise in areas such as estate planning, retirement, education funding, and trusts.
• Ability to interpret financial data and analyze a variety of financial statements with accuracy and insight.
• Working knowledge in several of the following areas: Income, gift, and estate tax laws and regulations, Estate and financial planning tools and techniques, Fiduciary duties and responsibilities, Investment products and services, Investment markets and portfolio management.
• Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft Office applications or similar software.
• Knowledge of Bank software and systems including financial planning software.
• Excellent oral and written communication skills including interpersonal skills.
• Strong analytical, organizational, and problem-solving skills.
• Collaborative work style with the ability to work in a team environment.
• Independent worker who drives assigned tasks through to completion.
• Detail-oriented with the ability to meet competing deadlines.
• Able to work flexible hours including holidays, weekends and evenings as needed or assigned.