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Financial Professional

Job in Honolulu, Honolulu County, Hawaii, 96814, USA
Listing for: New York Life - Gerilyn Bertoli
Full Time position
Listed on 2026-03-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 95000 - 125000 USD Yearly USD 95000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Financial Professional Training Provided

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 Type

Full-time

Benefits
  • 401(k)
  • Dental insurance
  • Financial planning services
  • Flexible schedule
  • Health insurance
  • Retirement plan
Responsibilities
  • 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
Qualifications
  • 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
Compensation

$95,000 - $125,000 yearly

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