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Financial Planner

Company: E.A. Buck Financial Services
Location: Honolulu
Posted on: June 14, 2018

Job Description:

The E.A. Buck Company is seeking a passionate, motivated individual to join our team. The E.A. Buck Company has been serving the people of Hawaii for 37 years providing comprehensive financial planning services. We are looking for advisors to join our team in an entry level or mid-level capacity, who have the desire to build and expand their client base, knowledge base, and annual sales. Your role as an advisor would be to provide personalized solutions aimed at assisting individuals in reaching their financial goals through our E.P.I.C. planning process. Empowered. Personalized. Investment. Community. Our core values of Trust and Preservation are reinforced and supported through your success. We would depend on you to build positive, long-lasting relationships with our clients. On the back side, we expect you to be diligent with matters of compliance, communications, and in the identification of sales opportunities. Our advisors receive: -- Marketing support with lead generation -- The ability to onboard existing clients with established assets under management -- Back office support -- Tuition reimbursement for qualifying accreditations -- Reimbursement for licensing -- Comprehensive, ongoing sales and product training -- Office space at Harbor Court, technologies, refreshments, furniture and more. -- Top Tier commissions contracts with all service providers for securities, life and annuity Minimum Job Requirements: -- Life & Health State Insurance License (within 2 months) -- Series 7 License (within 6 months) -- Series 63 License (within 90 days of passing the Series 7) -- Banking, Insurance, Sales or other financial experience is desired -- CFP is preferred (this accreditation qualifies for tuition reimbursement) Additional Expectations / Requirements: -- Strong communication skills and the ability to build and deliver effective sales presentations -- Excellent technology and analytical experience -- Ability to work independently and prioritize tasks -- Ability to identify issues and solve problems -- Holds self and others accountable for ensuring that results are achieved -- Seizes opportunities to produce results without direct supervision -- Desire to learn and grow your sales and client base -- Attention to detail If you are interested in this opportunity, please email your resume and cover letter to . Mahalo E.A Buck Company 55 Merchant Street, Suite 1880 Honolulu, HI 96813 E.A. Buck Family of Companies is comprised of E.A. Buck Insurance and Buck Financial Services. Securities offered through Parkland Securities, LLC. Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. E.A. Buck Family of Companies is independent of Parkland Securities, LLC and Sigma Planning Corporation.

Keywords: E.A. Buck Financial Services, Honolulu, Financial Planner, Accounting, Auditing, Honolulu, Hawaii

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