Home › Companies › 00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001 › Associate Financial Advisor - Investment Services
Associate Financial Advisor - Investment Services
00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001 · Honolulu, HI, US, Honolulu, HI · Active · $43,000 / year · ADP Workforce Now Recruiting
Job facts
| Field | Value |
|---|---|
| Company | 00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001 |
| Title | Associate Financial Advisor - Investment Services |
| Normalized title | - |
| Department / team | - |
| Location | Honolulu, HI, United States |
| Work model | - |
| Employment type | - |
| Salary | $43,000 / year |
| Status | active |
| ATS provider | ADP Workforce Now Recruiting |
| Posted / first seen | 2026-01-21 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from 00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through ADP Workforce Now Recruiting. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Honolulu. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | 00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001 |
| Source | 0994c7ed-1219-43dd-a055-588e5237745f |
| ATS provider | ADP Workforce Now Recruiting |
Description
**This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000 and high performers can expect a generous and competitive monthly incentive and annual payout.**
Primary Purpose of Job
Works collaboratively with a Financial Advisors (FAs) and Sales Manager to proactively grow and service an existing client base, along with developing new clients.
Major Job Accountabilities
Develops, recommends and implements a financial plan with investment strategies that incorporate investments and insurance products (including advisory, mutual funds, annuities, equities, fixed income investments, life insurance, etc.) tailored to specific client needs and goals. Takes lead from Sales Manager and other Financial Advisors, who serve as co-mentors to AFA. Develops and executes business plan in assigned territory in conjunction with the FA and Sales Manager. If applicable, works with assigned FA with their existing book of business: taking over smaller clients of the FA while also building their own business in assigned branches based on client segmentation thresholds as determined by management. Attends client meetings and deepens new and existing client relationships by uncovering additional business opportunities in alliance with the FA(s) to close the business. Generates referrals from networking with branch and business partners (i.e. Home Loans, Business Banking). Conducts seminars/presentations to grow the business and solicits prospective customers for investment and insurance products and services in assigned branches. Conducts branch meetings and training with LBE and branch teammates on a regular basis for all assigned branches to mine business opportunities for both FA as well as AFA. Identifies leads and actively generates ideas to connect with current and prospective clients. Contacts all assigned leads and branch referrals for appointments and sales presentations. Tracks and reports results to branches and/or management. Meets production and revenue goals as determined by management. Attends coaching and training sessions with Sales Manager and FAs to improve sales skills and industry knowledge. Determines customer suitability for investment and insurance products by using the financial profile worksheet or its equivalent and analyzing the customer’s financial status. Assists with Licensed Sales Assistant duties and responsibilities as necessary. Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards.
Experience Required
Minimum two (2) years of Direct sales experience in the Securities and/or insurance industry.
Required Skills or Training
Understanding of and compliance with all aspects of ASB & Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales. Willingness to be coached and learn sales strategies and financial planning concepts. Able to work during the business hours of assigned bank branches. Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines.
Professional Certifications, Licenses, and/or Registration Requirements
Holds current Hawaii Life and Health licenses and SIE, 7, and 66 securities registrations. Valid US Driver’s License and access to a personal vehicle is preferred.
EOE, including disability/veterans
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!
Full job record
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| Org ID | a15a3f8e-c869-4011-a94d-5c1eec6c800d |
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| Board ID | 0994c7ed-1219-43dd-a055-588e5237745f |
| Provider | adp_workforcenow |
| Provider Job Key | 549670 |
| Title | Associate Financial Advisor - Investment Services |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Honolulu, HI, US, Honolulu, HI |
| Department | — |
| Team | — |
| Employment Type | — |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | HI |
| City | Honolulu |
| Salary Raw | Up to 43000.00 (USD) Annually |
| Salary Min | 0 |
| Salary Max | 43,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=00412a20-c4c9-4058-a872-befbe89e2d6f&ccId=19000101_000001&lang=en_US&type=JS&jobId=549670&jwId=9200909888257_1 |
| Apply URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=00412a20-c4c9-4058-a872-befbe89e2d6f&ccId=19000101_000001&lang=en_US&type=JS&jobId=549670&jwId=9200909888257_1 |
| First Seen At | 2026-05-31 18:11:15Z |
| Last Seen At | 2026-06-06 12:36:16Z |
| Last Checked At | 2026-06-06 12:36:16Z |
| Last Changed At | 2026-06-06 12:36:16Z |
| Inactive At | — |
| Source Posted At | 2026-01-21 00:22:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=00412a20-c4c9-4058-a872-befbe89e2d6f|19000101_000001/date=2026-06-06/2026-06-06T12-36-15-790Z-5db1240aa4ce0f317460cd8059b6ef574b8e72ab83b928fb58e0de0b43c80bf3.json |
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