Service Advisor - Honolulu

Service Advisor – Kapolei, HI

Advisor Talent Solutions – Service Advisor role located in Kapolei, HI.

$70,000.00/yr – $80,000.00/yr. Monthly commission (uncapped).

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Job function: Other

• Bachelor’s degree preferred
• Previous client interaction in an office environment
• 5+ years of Financial Industry Experience Preferred
• CFP Preferred
• Life & Health paired with either a Series 65 or Series 7 & 66 combination

• Analytical
• Self‑Motivated
• Self‑Directed
• Strong Interpersonal Communication Skills
• Highly Organizational
• Advanced Computer Skills

• Maintain licenses and comply with all rules and regulations.
• Maintain E&O insurance and act as fiduciary for all fee‑based clients.
• Attend and participate in all scheduled meetings and workshops.
• Provide EPIC planning and stay current with best practices.
• Use Nitrogen, Retirement Analyzer, Salesforce, and other software.
• Return all client emails and calls within 2 hours.
• Master and document all client communication in Salesforce.
• Set sales goals and focus on achieving them.
• Provide exceptional client experience and professional education.
• Process new business applications and support advisors.
• Scan and upload documents into client files.
• Ensure all vendor and broker/dealer requirements are satisfied.
• Handle urgent client servicing items and Salesforce tracking.
• Participate in daily check‑in and management meetings.
• Manage client communication and prepare summary recaps.
• Support admin staff during breaks and coverage periods.

$70,000 – $80,000 yearly with monthly commission (uncapped).

• 401(k) with automatic 3% company contribution
• Pre‑paid insurance (health, vision, dental, pharmaceuticals)
• Paid holidays
• Paid time off (PTO)

• Monday–Friday, 8:00 am – 5:00 pm (in‑office)

Advisor Employee Services is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors across the country. We provide staffing solutions and encourage qualified candidates to apply.