About this role
Service Advisor - Kapolei, HI at Advisor Employee Services. Location: Kapolei, Hawaii, United States. Role: Manage clients, Process applications, Coordinate client communications Requirements: Customer-focused finance professional with 5+ years in financial services; bachelor’s preferred; CFP preferred; Series 65/7/66 as applicable; strong communication and organizational skills. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Nitrogen, Retirement Analyzer, EPIC Planning, EAB tax projection Certifications: cfp, series 65, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English