Advisor Talent Solutions
Service Advisor – Kapolei, HI
Advisor Talent Solutions – Service Advisor role located in Kapolei, HI.
Pay Range $70,000.00/yr – $80,000.00/yr. Monthly commission (uncapped).
Job Details
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Other
Minimum Requirements
Bachelor’s degree preferred
Previous client interaction in an office environment
5+ years of Financial Industry Experience Preferred
CFP Preferred
Life & Health paired with either a Series 65 or Series 7 & 66 combination
Required Skills
Analytical
Self‑Motivated
Self‑Directed
Strong Interpersonal Communication Skills
Highly Organizational
Advanced Computer Skills
Responsibilities
Maintain licenses and comply with all rules and regulations.
Maintain E&O insurance and act as fiduciary for all fee‑based clients.
Attend and participate in all scheduled meetings and workshops.
Provide EPIC planning and stay current with best practices.
Use Nitrogen, Retirement Analyzer, Salesforce, and other software.
Return all client emails and calls within 2 hours.
Master and document all client communication in Salesforce.
Set sales goals and focus on achieving them.
Provide exceptional client experience and professional education.
Process new business applications and support advisors.
Scan and upload documents into client files.
Ensure all vendor and broker/dealer requirements are satisfied.
Handle urgent client servicing items and Salesforce tracking.
Participate in daily check‑in and management meetings.
Manage client communication and prepare summary recaps.
Support admin staff during breaks and coverage periods.
Salary $70,000 – $80,000 yearly with monthly commission (uncapped).
Benefits
401(k) with automatic 3% company contribution
Pre‑paid insurance (health, vision, dental, pharmaceuticals)
Paid holidays
Paid time off (PTO)
Hours
Monday–Friday, 8:00 am – 5:00 pm (in‑office)
Presented by Advisor Employee Services Advisor Employee Services is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors across the country. We provide staffing solutions and encourage qualified candidates to apply.
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Pay Range $70,000.00/yr – $80,000.00/yr. Monthly commission (uncapped).
Job Details
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Other
Minimum Requirements
Bachelor’s degree preferred
Previous client interaction in an office environment
5+ years of Financial Industry Experience Preferred
CFP Preferred
Life & Health paired with either a Series 65 or Series 7 & 66 combination
Required Skills
Analytical
Self‑Motivated
Self‑Directed
Strong Interpersonal Communication Skills
Highly Organizational
Advanced Computer Skills
Responsibilities
Maintain licenses and comply with all rules and regulations.
Maintain E&O insurance and act as fiduciary for all fee‑based clients.
Attend and participate in all scheduled meetings and workshops.
Provide EPIC planning and stay current with best practices.
Use Nitrogen, Retirement Analyzer, Salesforce, and other software.
Return all client emails and calls within 2 hours.
Master and document all client communication in Salesforce.
Set sales goals and focus on achieving them.
Provide exceptional client experience and professional education.
Process new business applications and support advisors.
Scan and upload documents into client files.
Ensure all vendor and broker/dealer requirements are satisfied.
Handle urgent client servicing items and Salesforce tracking.
Participate in daily check‑in and management meetings.
Manage client communication and prepare summary recaps.
Support admin staff during breaks and coverage periods.
Salary $70,000 – $80,000 yearly with monthly commission (uncapped).
Benefits
401(k) with automatic 3% company contribution
Pre‑paid insurance (health, vision, dental, pharmaceuticals)
Paid holidays
Paid time off (PTO)
Hours
Monday–Friday, 8:00 am – 5:00 pm (in‑office)
Presented by Advisor Employee Services Advisor Employee Services is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors across the country. We provide staffing solutions and encourage qualified candidates to apply.
#J-18808-Ljbffr