Honolulu, Hawaii
Investment Advisor Job Opening in Honolulu, Hawaii - Primary duties include:
Managing fee-based investment portfolios.
Client relationship servicing and correspondences.
Administration of client investment accounts.
Secondary duties include:
Marketing new clients.
Financial planning for clients.
Software and website upgrades and backups.
Stock and fund research and trading.
Preferred qualifications:
5-10 years accounting and/or finance experience.
CPA, Chartered Financial Analyst or CFP track.
Proficiency with MS Outlook, Word, and Excel and online applications.
Practical knowledge of investments, general knowledge of income taxes.
Good technical and analytical accounting skills.
We are looking for someone with:
Excellent follow-up, analytical, organizational, and interpersonal skills.
A positive disposition.
Ability to manage multiple tasks independently.
Strong attention to detail and listening skills.
Paid vacation, sick leave, and retirement benefits.
Compensation: $50,000 to $85,000 / year (commensurate with experience).
Please provide a cover letter, resume, and college GPA.
These documents will remain confidential.
Job Type: Full-time
Salary: $50,000.00 to $85,000.00 /year
Required education:
Bachelor's
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