Investment Services Professional
Hawaii State Federal Credit Union · Honolulu, Hawaii, US
Position Summary Financial Consultant is responsible for the overall financial management of investment client base (i. e. members/customer of the financial...
Job description
Position Summary 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. Qualifications/Experience: - 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. Benefits: Overview: 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 relationship...