Wealth Advisor

Hawaii State Federal Credit Union•Honolulu, HI

102d•$48,000•Onsite

About The Position

Hawaii State Federal Credit Union is seeking a Wealth Advisor to assist members with financial planning, estate planning, and wealth advisory needs. The advisor will bring expertise and an established network to the member-trusted team, while developing opportunities through partnerships with the Commercial, Business Development, and Mortgage departments. The position is located at HSFCU’s headquarters in downtown Honolulu. The role manages and grows a substantial book of business, primarily comprising high-value and high-net-worth client relationships. It includes proactive relationship management, strategic financial planning, analysis of complex financial situations, and customized recommendations tailored to clients’ objectives, risk tolerance, and life stages. The advisor collaborates with internal partners and external professionals, including CPAs and estate planning attorneys, and serves as a subject matter expert on complex planning, investment, and advisory matters. The minimum annual base salary range begins at $48,000, with eligible commission. Final compensation is determined based on commission. HSFCU describes its workplace as supportive and team-oriented, with competitive compensation, career-development opportunities, and a focus on work-life balance. The organization also describes its headquarters as modern, with amenities intended to support wellness and productivity.

Requirements

Bachelor’s degree and/or relevant experience.
At least 5 years of professional work experience in investment services, financial planning and consultation, and relationship management.
Series 7 and Series 63/65 or 66 certifications.
Insurance license.

Nice To Haves

Bachelor’s degree in business, economics, finance, or another related field.
Certified Financial Planner (CFP), ChFC, CFA, or another advanced designation.

Responsibilities

Manage and grow a substantial book of business, primarily consisting of high-value and high-net-worth client relationships.
Provide proactive relationship management and strategic financial planning.
Analyze complex financial situations and develop customized recommendations aligned with clients’ objectives, risk tolerance, and life stages.
Collaborate with internal partners and external professionals, including CPAs and estate planning attorneys.
Serve as a resource and subject matter expert on complex planning, investment, and advisory matters.
Develop opportunities through partnerships with HSFCU’s Commercial, Business Development, and Mortgage departments.

Benefits

Competitive pay, merit increases, and incentives.
Full-time employees receive 100% coverage for medical and dental premiums, plus 50% toward coverage for family members.
Flexible Spending Plan with pre-tax deductions available after 6 months.
13 paid holidays annually, plus Election Day and up to 2 full days off for community service.
PTO accrual increases with each year of employment.
401(k) plan with up to 10% employer contributions, including a 6% match and profit sharing after the first year.
100% bus pass reimbursement or up to a $100 parking subsidy, with pre-tax deductions available.
Wellness fairs, flu shot clinics, and on-site fitness centers.
Credit union discounts, life insurance, accident insurance, and disability insurance.
In-person and online training programs, workshops, career development assistance, and tuition assistance.