About this role
Financial Advisor (Guam) at 203-Internal Audit. Location: Honolulu, Hawaii, United States. Role: Identifies relationships, Solicits clients, Stays informed Requirements: Bachelor’s degree; FINRA Series 7, 63, and 65/66; Hawaii Life, Accident & Health license; 2+ years in brokerage/advisory for Level I; CFP preferred; 5+ years for Level II; 7+ years for Level III; strong communication and relationship skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Outlook, Excel, PowerPoint, Bank software and systems Certifications: finra series 7, finra series 63, finra series 65, finra series 66, hawaii life, accident and health, cfp () Commitment: Full Time Workplace: Onsite Languages: English