About this role
Service Advisor - Maui, HI at EA Buck Financial Services. Location: Maui, Hawaii, United States. Role: Maintain licenses, Process applications, Coordinate communications Requirements: Bachelor’s degree preferred; 5+ years financial industry experience; CFP preferred; Life & Health with Series 65/7/66 combination. Category: Finance and Accounting Seniority: Mid Level Tools: Nitrogen, Retirement Analyzer, Salesforce Certifications: cfp, series 65, series 7, series 66, life insurance, health insurance Commitment: Full Time Workplace: Onsite Languages: English