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Financial Advisor (State of Hawaii)
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- Delivers recommendations on suitability in a fiduciary capacity based on the client's individual goals and objectives, resources, time horizon, risk profile and preferences.
- Using required State of Hawaii Insurance and Financial Industry Regulatory Authority (FINRA) Series 7, 66 and/or 65/63 (or CFP in lieu of S65) licenses, solicits and services mutual funds, insurance contracts, and advisory services/managed account portfolio solutions (MAPS).
- Possesses Financial Industry Regulatory Authority (FINRA) registration Series 7, Series 63, and Series 65 or 66 licenses and State of Hawaii Department of Insurance Life, Accident and Health license.
- Bachelor's degree is required for Certified Financial Planner (CFP) certification.)
- Level II: Minimum five years of experience in a brokerage and/or advisory firm to include relationship management and direct sales experience or equivalent work experience.
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