Advisor Family Business & Entrepreneurs
Bank of Hawaii•Honolulu, HI
About The Position
As an Individual Contributor, this role supports business owners and entrepreneurs through business succession and transition planning activities as part of a broader wealth team. The role contributes to intake, exit readiness assessments, planning coordination and partners with internal teams to help advance client engagement and execution across planning stages.
Requirements
- Individual Contributor role.
- Experience in business succession and transition planning.
- Ability to work as part of a broader wealth team.
- Skills in client engagement and execution.
Responsibilities
- Support business owners and entrepreneurs through business succession and transition planning activities.
- Contribute to intake processes.
- Conduct exit readiness assessments.
- Coordinate planning activities.
- Partner with internal teams to advance client engagement and execution across planning stages.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
