- Honolulu, Hawaii, United States
- On-site
- Full-time
- $65K–$80K per year
- 5+ years
Client Service Advisor responsible for managing client base, processing new business, and coordinating client activities.
Compensation
Pay Range: $65,000 - $80,000 per year
Responsibilities
- Manage a personal client base as a private wealth manager
- Process new business applications for clients and advisers
- Act as a client coordinator for personal client base and assigned advisers
- Maintain licenses and compliance
- Attend and participate in scheduled meetings
Requirements
- Bachelor’s degree preferred
- Nice to have: CFP Preferred
- Nice to have: Life & Health paired with either a Series 65 or Series 7 & 66 combination