Top 9 Senior financial advisor Jobs in Hawaii

Senior Analyst Investment Asset Allocation
Bank of Hawaii —Honolulu, HI
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Senior Financial Advisor
HawaiiUSA Federal Credit Union —‘Aiea, HI
- $48,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid training
- AD&D insurance
Quick Apply
Tax Senior, Private Equity
Deloitte —Honolulu, HI
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Tax Senior - Real Estate
Deloitte —Honolulu, HI
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Tax Senior - Private Wealth
Deloitte —Honolulu, HI
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —‘Aiea, HI
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Tax Senior - Federal / Corporate Tax
Deloitte —Honolulu, HI
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research

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Financial Advisor
Edward Jones —Waipahu, HI
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
Financial Professional TRAINING PROVIDED
New York Life Insurance Company & NYLIFE Securities, LLC. —Honolulu, HI
Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans.
$60,000 - $150,000 a year
Quick Apply

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Must obtain insurance license within 12 months of hire. Gather and analyze data, develop of financial planning recommendations, implementation, and portfolio…
Sr Financial Services Technical Lead
Nationwide —Grandview Heights, OH
Education: High school diploma or equivalent required; undergraduate studies in business or related field preferred.
4d

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senior financial advisor jobs near hawaii

Senior Analyst Investment Asset Allocation

Bank of Hawaii -
Honolulu, HI

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Job Details

Full-time

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
Writing skills
Investment management software
Desktop applications
Presentation preparation
Data analysis software

Full Job Description

Under the direction of the Team Leader or Manager, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets.
Bachelorâ€™s degree from an accredited institution with a major in business, finance, mathematics, or economics or equivalent work experience. Advanced degree (MBA) or professional certification (CFA, CFP, etc.) preferred.

Minimum 4 to 6 years prior experience in portfolio analysis, related position in the financial industry or equivalent work experience. Demonstrated proficiency in the financial services/securities industry as a portfolio analyst or securities analyst. Possesses a competitive performance track record. Requires knowledge of complex analytic systems.

Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems, including portfolio management and securities trading and analysis software.

Demonstrated verbal and writing communication skills. Strong inter-personal and presentation skills. Ability to work independently and under pressure of multiple changing priorities and deadlines. Must be a critical thinker with the ability to explain complex ideas clearly and succinctly. Must be able to provide own transportation or to operate a vehicle with a valid driverâ€™s license, and able to commute and arrive at intended destination in a timely manner and/or as required. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Air-travel may be required.

As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.
Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters.

Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firmâ€™s investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clientsâ€™ specific investment situations.

Interfaces with system vendors, portfolio managers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bankâ€™s standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements.

Maintains some relationships with institutional and Trust clients. Assists business development officers and trust officers with client retention and asset growth. As part of the Portfolio Management Team, assists in Bank of Hawaiiâ€™s marketing, sales and service efforts to include but not limited to: creating and maintaining market materials related to Bank of Hawaiiâ€™s investment services, assisting portfolio managers with new sales, and service existing clients. This includes but is not limited to managing vendors to ensure optimal utilization of available technology and to address any system related issues. Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives.

Maintains fluency in all applicable laws, standards and regulations. Ensures that all assigned portfolios are in policy and regulatory compliance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum.

Supports CSIOâ€™s (Client Service Investment Officers) for their client presentations preparations, including but not limited to, Morningstar data downloads, analytical work and presentation editing.

Develops interpersonal skills to better serve our clients and actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations.

Performs all other miscellaneous responsibilities and duties as assigned.

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Refine Your Search

senior financial advisor jobs in hawaii

Senior Analyst Investment Asset Allocation

Senior Financial Advisor

Tax Senior, Private Equity

Tax Senior - Real Estate

Tax Senior - Private Wealth

Senior Financial Advisor – Experienced Professionals

Tax Senior - Federal / Corporate Tax

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