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Financial Professional
Job in
Honolulu, Honolulu County, Hawaii, 96814, USA
Listed on 2026-03-09
Listing for:
New York Life - Gerilyn Bertoli
Full Time
position Listed on 2026-03-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales
Job Description & How to Apply Below
We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered.
As a Financial Services Representative, you will play a key role in helping individuals and businesses manage their financial resources, achieve their financial goals, and secure their financial future. You will provide expert financial guidance and offer a range of financial services to clients. We provide award winning training, mentorship, and coaching.
Job TypeFull-time
Benefits- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Retirement plan
- Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans
- Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning
- Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances
- Build and maintain strong client relationships through regular communication and reviews of financial plans
- Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice
- We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered.
- Prior experience in sales or financial services is preferred, but NOT required
- Strong analytical skills with the ability to interpret complex financial information
- Excellent communication and interpersonal skills to effectively interact with clients
- Bachelor's degree is desirable
- Strong in building and fostering relationships
$95,000 - $125,000 yearly
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