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HomeCompanies00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001Associate 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

FieldValue
Company00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001
TitleAssociate Financial Advisor - Investment Services
Normalized title-
Department / team-
LocationHonolulu, HI, United States
Work model-
Employment type-
Salary$43,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-01-21 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from 00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Honolulu.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001
Source0994c7ed-1219-43dd-a055-588e5237745f
ATS providerADP 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 IDa15a3f8e-c869-4011-a94d-5c1eec6c800d
Source ID0994c7ed-1219-43dd-a055-588e5237745f
Board ID0994c7ed-1219-43dd-a055-588e5237745f
Provideradp_workforcenow
Provider Job Key549670
TitleAssociate Financial Advisor - Investment Services
Normalized Title
Statusactive
Activeyes
Location TextHonolulu, HI, US, Honolulu, HI
Department
Team
Employment Type
Workplace Type
Remote Policy
CountryUnited States
RegionHI
CityHonolulu
Salary RawUp to 43000.00 (USD) Annually
Salary Min0
Salary Max43,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://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 URLhttps://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 At2026-05-31 18:11:15Z
Last Seen At2026-06-06 12:36:16Z
Last Checked At2026-06-06 12:36:16Z
Last Changed At2026-06-06 12:36:16Z
Inactive At
Source Posted At2026-01-21 00:22:00Z
Source Updated At
Raw Payload Uris3://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
Event Fields
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}
Parsed Structured
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Extensions
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