Wealth Advisor

About the Role

We are seeking a Wealth Advisor to assist our members with Financial Planning, Estate Planning, and Wealth Advisory needs. You'll bring your expertise and current established network to our member-trusted team, and expand your opportunities through partnership with HSFCU's Commercial, Business Development, and Mortgage departments. This position is located at our HSFCU Headquarters in Downtown Honolulu.

Responsibilities

• Manage and grow a substantial book of business consisting primarily of high-value and high-net-worth client relationships.
• Proactive relationship management and strategic financial planning.
• Analyze complex financial situations and develop customized recommendations aligned with clients' objectives, risk tolerance, and life stages.
• Collaborate with internal partners and external professionals including CPAs and Estate Planning Attorneys.
• Serve as a resource and subject matter expert on complex planning, investment, and advisory matters.

Requirements

• Bachelor's degree and/or relevant experience.
• 5+ years of professional work experience in investment services, financial planning and consultation, and relationship management.
• Certifications: Series 7 and Series 63/65 or 66.
• Insurance License.

Preferred Qualifications

• Bachelor's degree in business, economics, finance, or other related field.
• Certified Financial Planner (CFP), ChFC, CFA or other advanced designation.

Benefits

• Competitive Compensation: Competitive pay, merit increases, and incentives.
• Health Coverage: Full-time employees receive 100% coverage for medical and dental premiums, plus 50% towards covering family members. Pre-tax deductions for Flexible Spending Plan available after 6 months.
• Paid Time Off: 13 paid holidays each year, plus Election Day and up to 2 full days off for Community Service. PTO accrual increases with tenure.
• Retirement Savings: Contribute to a 401(k) plan with up to 10% employer contributions including a 6% match and profit sharing after the first year.
• Transportation Subsidy: 100% bus pass reimbursement or up to $100 subsidy towards parking with Pre-Tax deductions.
• 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: In-person and online training programs, workshops, career development assistance, and tuition assistance.

Pay

Minimum Annual Salary Range: $48,000 per year + eligible commission. The posted range reflects the anticipated base pay for this position, with final compensation determined based on commission.

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. 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 15 years.