Trabajos financial advisor en Honolulu, HICrear alertas

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Description Sales Representative Honolulu HI - Remote for local candidates Base Salary + Commission 1st year guarantee available Avg of $90k in year one, $200-300k by year three Are You Ready to Transform Commerce and Elevate Your Career? Revolutionize Commerce. Empower Businesses. Define Your Career. Are you ready to be a game-changer? We are redefining the way businesses operate and grow. As a Sales Representative, you will be at the forefront of innovation, connecting small and medium-sized businesses (SMBs) with our award-winning point-of-sale and business management platform. Join a high-energy team that thrives on passion, purpose, and performance. Why Join Us? We don’t just sell technology; we deliver solutions that redefine commerce and drive success. Our trusted platform powers over 700,000 merchants worldwide and processed over $330 billion in card transactions in 2024. We empower businesses with tools to thrive. As part of the largest merchant acquirer network, you’ll have the reputation, resources, and cutting-edge technology to make a meaningful impact. Your career here isn’t just about closing deals—it’s about unlocking potential and creating lasting success stories. What You Will Do: ✅ Be the Catalyst for Growth – Travel across designated regions, partnering with financial institutions to bring cutting-edge solutions to merchants, fueling their success. ✅ Turn Leads Into Success Stories – Proactively generate leads and expand your portfolio in a fast-paced, business-to-business environment. Leverage extensive partnerships and referral networks to drive your pipeline. ✅ Consult. Solve. Transform. – Act as a strategic advisor, tailoring solutions that help merchants scale, adapt, and excel in a competitive marketplace. ✅ Foster Genuine Connections – Build authentic relationships with clients while upholding the highest ethical standards. Available Locations: ???? Honolulu, HI (This job is fully remote for local residents) What You Need to Succeed: ✔ High School Diploma or equivalent. ✔ Experience in a quota-driven, self-sourcing sales environment. ✔ Demonstrated success in cold-calling and generating your own leads. What Will Give You an Edge: ???? Bachelor’s degree or military experience. ???? 3+ years of sales experience, particularly in consultative and relationship-driven roles. ???? Proven ability to craft strategies that drive pipeline growth and revenue. Ready to make an impact and elevate your sales career? Apply today and be part of a team that transforms businesses and fuels success!

Job Description Love animals? Love helping people? Join our Pet Kokua Resource Center team and make a difference every single day by supporting pets and the people who care about them. In this dynamic role, you'll be on the front lines of helping families in need-guiding pet owners through the difficult decision of relinquishment and working with them to explore alternatives that can keep beloved pets in their homes. You'll assist community members with compassion, welcome incoming animals with care, and connect people with resources like low-cost veterinary care, food assistance, or self-rehoming support. You'll also manage lost-and-found cases, help reunite pets with their families, and ensure excellent customer service through phone calls, emails, and in-person interactions. We're looking for team members who are empathetic, resourceful, and passionate about animal welfare-people who can stay calm in challenging situations, problem-solve creatively, and deliver outstanding customer care while making a lasting impact in our community. JOB/POSITION TITLE: Pet Resource Specialist STATUS: Non-Exempt PRIMARY PURPOSE: Serve as a community resource advisor, helping pet owners explore options to keep pets in their homes whenever possible. Provide compassionate guidance and support to individuals facing challenges with their animals, offering resources, education, and alternatives to relinquishment. Facilitate the intake and reunification process for lost pets, welcome pets being relinquished when necessary, ensuring a respectful and efficient experience for both people and pets. Work directly with animals and the public to assess needs, determine pathway options, and deliver excellent customer care. Reports To: Admissions Manager Supervises: Volunteers ESSENTIAL DUTIES/FUNCTIONS: • People Care. Leading by example, ensuring internal and external patrons (employees, volunteers, Hawaiian Humane partners and community members) and their needs are a primary focus. Communication and contact must be clear, understandable, cooperative, professional and respectful in all circumstances and will occur through face to face, telephone, and electronic mail. Employees are expected to actively support a positive team environment, directly address conflict with the goal of problem solving and appropriately express concerns. This position interacts with and collaborates with employees and volunteers at all levels of the organization., • Customer Care. Deliver high-level customer service to Hawaiian Humane community members via the Pet Kokua Resource Center including pet retention, animal admissions, post-adoption care appointments, foster volunteer appointments, owned pet euthanasia requests, and Lost & Found walk-ins. Manage emotionally challenging situations with strong communication skills and empathy., • Pet Admissions. Provide daily pet relinquishment and lost pet intake services. Consult with patrons to gather information to create animal records in the PetPoint database. Safely handle, restrain, and move animals. Administer vaccinations, microchips and preventative medications. Assess initial health and behavior of incoming pets. Provide end-of-life services for pets at their owner's request., • Lost & Found. Assists community members with lost and found pets, with the ultimate goal of reuniting pets with their families. Guides individuals through shelter walkthroughs to help identify missing animals and provides support throughout the reunion process. Offers resources and tools to aid in the search for lost pets or to help reunite found animals with their owners., • Animal Care Management. Works with the veterinary services team to expedite urgent care of sick, suffering or injured animals., • Financial Reports. Daily cash handling protocols. Prepare and reconcile statements of daily financial transactions and deposits., • Work Environment: Indoors and outdoors as needed., • Equipment Use: Computer, database, and telephone systems. Use of all sheltering related animal equipment including tools for containing animals humanely, safely, and securely. Shelter related medical equipment and tools for administering vaccines humanely and safely. Use of Hawaiian Humane Vehicles., • Must be committed to Hawaiian Humane goals, objectives and programs., • Handle and restrain animals of various sizes, weights, and temperaments. Subject to animal bites or scratches. Work performed in high noise level areas. Exposure to cleaning solutions, fumes, dust, animal danger and bodily fluids. Physical efforts require constant bending, stooping, standing, climbing stairs, and walking. Frequent lifting of animals and objects with or without reasonable accommodation., • Skills/Knowledge: Customer service experience. Excellent organizational skills with strong attention to detail. Demonstrated ability to work in a fast-paced environment. Excellent customer service skills including verbal and written communications. Ability to accurately perform cash, computer, and paperwork transactions., • Education/Training: High school diploma or equivalent.

Job Description Position Function: This position is responsible for providing a higher level of service that exceeds customer expectations. You will be cross-trained to work in-branch as a teller and over the phone in the call center. You are the face and voice of our company with every single interaction and must become a trusted advisor for existing and potential customers. Helping customers meet their financial goals through product and service offerings to meet their individual needs is your passion. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities: • Support Chat and Online New Accounts, • Reviews all new deposit accounts opened online according to internal policies, procedures, and processes., • Adheres to all chat, new account, and outbound call regulatory requirements., • Responds to incoming calls, chats, voice messages, emails., • Builds and grows relationships with customers by being a trusted advisor, properly profiling, and making relevant product/services recommendations., • Identifies potential fraud and takes appropriate action to mitigate losses and protect the bank’s reputation., • Proficient with internal applications and efficiently provides guidance on account inquiries, maintenance, and overall servicing for deposit/loan products and all digital services., • Performs outbound calls to customers (debit card declines and excessive overdraft counseling) and follows proper calls scripts in accordance with our procedures., • Manages multiple chats at the same time., • Actively contributes to the bank initiatives such as marketing campaigns, customer retention programs, and new account acquisitions., • Serves as back-up to our internal and external call center, • Assists with answering incoming inquiries received by branches and other internal areas in accordance with department standards., • Assists with answering incoming customer inquiries and escalations., • Provides supervisor support as needed and cover after-hour shifts. Minimum Qualifications: Education: • 2+ years of experience in branch operations or related area., • 2+ years of customer service experience, with at least 1-2 years of sales experience with any consumer product., • 1+ years of experience in Digital banking platform experience (online and mobile banking, mobile deposit, online bill payment, Zelle). Physical Requirements & Working Conditions: • Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated., • Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications., • Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions., • Must be able to read and understand bank-related documents., • Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Job Description JOB/POSITION TITLE: Adoptions Representative STATUS: Non-Exempt PRIMARY PURPOSE: Serves as adoptions advisor to facilitate successful matches of people and pets, including off-site adoptions support, retail sales and customer care. Requires superior customer service and communication skills, ability to multi-task, work under pressure with minimal supervision both individually and within a team, flexible and good natured, the ability to maintain professionalism, maintain composure and compassion in emotionally charged situations, and resolve conflicts effectively. Reports To: Adoptions Manager Supervises: Volunteers ESSENTIAL DUTIES/FUNCTIONS: • Adoptions Advisor. Familiarizes oneself with all animals available for adoption during each shift in order to facilitate thoughtful decision making for potential adopters in selecting a new pet. Educates about responsible pet ownership and the Humane Society prior to each adoption., • Customer Care. Treats all animals and the public in a professional and efficient manner, servicing customers expeditiously, following up on public requests in a timely manner including returning phone calls, and responds to questions according to established guidelines. Communicates a positive public image of the organization., • Offsite Adoptions Support. Staffs off-site adoptions events and handles animal selection and transport, and all transactions. Serves as liaison to corporate partners hosting events such as PETCO and ensures adoptions animals housed are cared for and stocked at all times., • Lost & Found. Assists public with lost and found services including completion of reports, assisting with searches at the shelter, and all other efforts for reunions., • Animal Care Management. Contacts Animal Care staff to expedite care of adoptions animals if needed. Schedules animals adopted for grooming and baths as needed to ensure optimal presentation., • Retail Store. Ensures familiarity with products and assists public with purchased and recommendations based on their needs. Maintain clean, organized and welcoming environment in retail area., • Financial Reports. Provides daily activity reports and cash management activities for accounting., • Adoptions Center Maintenance. Ensures a clean, organized and welcoming adoptions center including lanai areas, cat and dog houses and dog kennels. Organizes and orders supplies with supervisor approval as needed., • Organizational Improvements. Shares ideas and suggestions for department and organization improvements., • Operations Support. Provides support in admissions and other departments as needed., • Working Environment: Indoors and outdoors as needed., • Equipment Use: Computer, cash register, database and telephone systems. Use of all sheltering-related animal equipment including tools for containing animals humanely, safely, and securely., • Must be self-motivated and able to work independently and as a team equally successfully with proven communication, collaboration and customer service., • Must be able to maintain professionalism, composure and compassion in emotionally charged situations and able to resolve conflicts effectively., • Skills/Knowledge: Must have excellent customer service including verbal, written and computer skills. Must be able to competently perform cash, computer, licensing, and paperwork transactions. Must be willing to drive company vehicles including animal transport trucks., • Must pass a driving background check with a valid driver's license and acceptable driving record as is required to drive as needed according to organizational policy., • Education/Training: High school diploma or equivalent.

Job Description Position Function: Provides logistical, analytical, and clerical sales support to the Wealth Advisors. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities: • Job Specific Duties, • Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisors with office files, following up on account numbers, incoming transfers, missing items, verifying monetary transactions, placing orders, and other items that increase production., • Customer Support: Responsible for assisting customers with servicing issues, such as account maintenance, check orders, record changes, researching customer inquiries, RMD’s etc, • Team Focused Leadership, • Participate in Bank sponsored Internal/external events, • Participate in Bank sponsored focus groups, initiatives, campaigns, • Financial Results, • Budget Goals: Help maintain expenses within approved budgets and support WA’s towards fee income goals, • Efficiency: Complete required and requested reports on time and accurately, • Relationship Banking/Relationship, • Provide analytical, logistical, and clerical support for sales and special projects, including sales campaigns, investment seminars, trade shows and other activities to promote sales opportunities, with efficiency and cost-effectiveness for Investment Services and business partners, • Maintain internal service standards, • Risk Management/Compliance, • Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits, • Comply in a timely manner with all compliance requests, • Adhere to Bank policies and procedures, • Personal/Professional Development, • Attend required and elective training and workshops, • Participate in professional group/organization Minimum Qualifications: Education: Client Services Associate I: • High School Diploma and/or higher education and/or equivalent work experience required. Experience: Client Services Associate I: • 3+ years of experience in retail financial sales and servicing required., • 1+ year of experience in retail brokerage/RIA License/Certification: Client Services Associate I: • Series 7 and Series 66 License required within 1 year of date of hire., • Life and Health Insurance license required within 90 days of hire. Physical Requirements & Working Conditions: • Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated., • Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications., • Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions., • Must be able to read and understand bank-related documents., • Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Job Description The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They will actively seek opportunities to increase income through proactive and effective advisement of investment and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES • Develops and maintains long-term relationships based on trust and respect for members and employees., • Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation., • Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS)., • Provides regular training and feedback to branches, departments, and identified Credit Union executives regarding products, sales, marketing and business practices., • Works with Branch Managers and other department managers to identify and leverage cross-sell opportunities., • Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals., • Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union., • Addresses and solves business-related challenges as needed., • Performs other duties as assigned. MINIMUM REQUIREMENTS • Bachelor’s degree in business administration, finance, or similar preferred, • FINRA Series 7, 63 or FINRA Series 66, • Hawaii Life and Health Insurance licenses SKILLS AND EXPERIENCE • Three years’ experience in the financial services industry., • Demonstrated experience in investment services required., • Demonstrated excellent oral and written communication skills required., • Able to work both independently and cohesively with others, fosters team environment., • Able to handle all confidential matters professionally, always maintaining the privacy of our member’s account information. MINIMUM PHYSICAL REQUIREMENTS • Frequent travel between branches, • Frequent prolonged meetings with members, • We'll make reasonable accommodations for qualified applicants and employees with disabilities. BENEFITS & PAY The expected starting pay for the Senior Financial Advisor is $48,000 plus applicable eligible commissions. We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Vision insurance, Dental insurance, 401(k), Prescription drug insurance, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Credit union membership, Paid orientation, and more. Make a difference one life at a time!

Job DescriptionSalary Range: $48,000/year + commission Position Function: Provide professional investment and life insurance advice including comprehensive financial planning to existing book of clients. Cultivate client referrals from existing clients and external centers of influence. May be asked to partner with wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities: Financial Results and Efficiencies • Production: Achieve budgeted amount of fee income based upon external book of business, number of years of experience, and industry averages, • Help business partners achieve their Investment Service fee income goals, • Budget Goals: Help maintain expenses within approved budgets and support WA’s towards fee income goals, • Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits, • Comply in a timely manner with all compliance requests, • Keep abreast of regulatory and industry developments, • Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions, • Demonstrate core values (TIES) teamwork, integrity, exceptional service by recognizing and being recognized by internal/external clients, • Participate in Bank sponsored internal/external events, • Attend required and elective training and workshops, • Participate in a non-profit organization, • Participate in professional group/organization Education: • High School Diploma or equivalent required, • 10+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment, and insurance products, • State of Hawaii Life, Health and Disability Insurance, • Producer (Agent Preferred) License, • Must be able to move and transport items up to 20lbs and perform other light physical work., • Must be able to operate standard office equipment, including phone, personal computer, copier, etc., • Must be able to communicate and exchange clear and accurate information so that internal and external customers will understand., • Must be able to actively engage in work related discussions and interactions., • Must be able to read and comprehend bank and business-related documents., • Must be able to work in a conventional work setting, involving being in a stationary position at a desk or workstation for long periods of time., • Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team in the Honolulu metro area. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. Career Description: Join our expanding team in Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: * Performance-based compensation, unlimited earning potential * Residual income * Subsidized health benefits * Customized personal business planning * Full marketing, prospecting, and technical support * Robust technology platform, including customizable CRM software * Customized training and mentorship program with established advisors and leadership * Ongoing resources and support, with autonomy to run your own practice * Opportunity to qualify for trips to world class destinations * In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts * Transitional income possible for qualified candidates Responsibilities: * Work closely with clients to identify and achieve their financial goals through personalized investment strategies. * Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. * Cultivate lasting client relationships built on genuine interest, empathy, and solutions. * Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: * Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. * Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. * Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. * Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: * Bachelor's degree * Excellent interpersonal skills * Securities Licenses (Preferred) * Life, Health & Accident Insurance Licenses (Preferred)

Job DescriptionSalary range: $30,000 + commission Position Function: Provide professional investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities: Team Focused Leadership: • Participate in Bank sponsored internal/external events., • Production: Achieve budgeted amount of fee income based upon territory size, number of years of experience, and industry averages., • Help business partners achieve their Investment Service fee income goals., • Budget Goals: Help maintain expenses within approved budgets and support WA’s towards fee income goals., • Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions., • Demonstrate core values (TIES) teamwork, integrity, exceptional service by recognizing and being recognized by internal/external clients., • Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits., • Comply in a timely manner with all compliance requests., • Keep abreast of regulatory and industry developments., • Attend required and elective training and workshops., • Participate in a non-profit organization., • Participate in professional group/organization. Education: • 3+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment and insurance products required., • State of Hawaii Life, Health and Disability Insurance, • Producer (Agent Preferred) License, • Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated., • Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications., • Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions., • Must be able to read and understand bank-related documents., • Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

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Project Manager – Registry Transition.A healthcare organization is transitioning from an outsourced registry model to a centralized, in-house structure by July 1, 2026, due to discontinuing their contract with the current vendor.This initiative impacts 11 clinical registries and requires coordinat

Must be able to communicate financial concepts and reports to non-financial managers. Works throughout the Operations to provide financial analysis support, forecasting, reporting and financial dashboards (e. Oversees the integration of each year's plan into the financial reporting system of the res

Project Manager – Registry Transition.A healthcare organization is transitioning from an outsourced registry model to a centralized, in-house structure by July 1, 2026, due to discontinuing their contract with the current vendor.This initiative impacts 11 clinical registries and requires coordinat

Experience Technical Project Manager.At Ford AV, we create extraordinary experiences through technology.As a trusted leader in the AV industry for over 50 years, we partner with top companies, universities, and government agencies to design and implement cutting-edge audiovisual solutions.When you j

Experience in financial services or banking environments.

The Senior Project Manager will plan, direct, coordinate, and deliver project activities through the entire project life cycle for major, complex projects with Owner's Advisor and Lender's Advisor roles. Manage budgets and lead the tracking and reporting of project financials.

OfficeTeam - JobID: 01200-9504204249-usen [ Office Team by Robert Half leverages its strong relationships with hiring managers across the globe to not only help you find work, but also coach you through the interview process and provide long-term resources to you while ensuring you top pay, great be

As a result, we have a long history of strong financial performance, continuous improvement, and customer service.

During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract pr

Airline Customer Service Representative (PM Shifts) - $20/hr.Hallmark Aviation is seeking customer service agents to provide exceptional service to our world class international airlines at HNL Airport.We are looking for individuals who are available for the PM shift.Perform a broad range of duties

Customer Service Representative.As a Customer Service Representative, you will serve as a key contact and liaison for customers to ensure their total satisfaction.You will interact with customers on an ongoing basis, entering orders, handling requests and providing support needed in a timely, profes

Avis Budget Group Job Opportunity.Monthly Commission Opportunity Shift Premium May Apply.Immediately hiring! If the idea of spending the day sitting behind a desk in a call center or working as a cashier in a retail store leaves you feeling bored, join our driven high-energy Avis Budget Group enterp

Customer Service Representative (CSR).Are you passionate about making a difference in people's lives? Do you enjoy working in a service-oriented industry? If so, this opportunity may be the right fit for you!.All shifts are Monday - Friday.Modivcare is looking for optimistic individuals to join the

Must sell financial products and services to meet referral goals and performance evaluation/personal goals.

Customer Service Representative.As a Customer Service Representative, you are the first impression of the brand.If you enjoy talking on a phone and interacting with different people daily, consider becoming a Customer Service Representative.Additional Information: Compensation and Benefits: Competit

Chem-Dry Administrative Dispatcher.Chem-Dry's mission is helping people live healthy lives, which starts with clean carpets and a healthy home.Our proprietary hot carbonating extraction cleaning process penetrates deep into the fibers, removing an average of 98% of common household allergens from ca

Airline Customer Service Representative (Korean/Japanese Language) $20/hr.Hallmark Aviation is seeking customer service agents to provide exceptional service to our world class international airlines at HNL Airport.We are in need of multi-lingual speakers for a prestigious international airline!!!.P

TP Healthcare Customer Service Representative.TP is a global, digital business services company.We deliver the most advanced, digitally powered business services to help the world's best brands streamline their business in meaningful and sustainable ways.With more than 500,000 inspired and passionat

Airline Customer Service Representative (AM Shifts) - $20/hr.Hallmark Aviation is seeking customer service agents to provide exceptional service to our world class international airlines at HNL Airport.Perform a broad range of duties depending on location and service demands while delivering a high

We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates.

Customer Service Representative.Imperial Dade, a leading North American distributor, has a Customer Service Representative role available in Pearl City, HI! Join a strong and continuously evolving team that helps our business grow.If you're looking for your next opportunity, Imperial Dade is a great

In the absence of the Civilian Personnel Officer (CPO), serves as the CPO back-up, with access to the civilian personnel and timekeeping/pay systems, to resolve and provide the data requested data by SOCPAC management, civilian employees and the Financial Improvement Audit Readiness (FIAR) team.

This job is a great fit for someone who is customer obsessed and loves to solve problems.Assist customers with a variety of transactions through a seamless and friendly experience.Demonstrate expertise in all technologies used in the store environment.Inspire trust, teamwork and positive team relati

Steve's Plumbing & A/C Service is on the lookout for an experienced Customer Service Representative to join our team!.Join a trusted and local plumbing and HVAC service provider in the state of Hawaii, proudly serving Maui, Oahu, Big Island, and Kauai.Steve's Plumbing and A/C Service wants your prof

Customer Service Representative.Location: 789 Mapunapuna St, Honolulu, HI 96819.Company: Unibody Autotech Collision.Unibody Autotech Collision has been a trusted name in automotive repair and collision services in Honolulu since 1998.With over 21 years of experience and a team of expert technicians

Customer Service Representative.Management / EcoShield Pest Solutions is one of the fastest-growing pest control companies in the country! Our mission is to create the world's happiest family, and our purpose is to spread happiness.We do this by delivering exceptional experiences to our customers, e

Job Opportunity At Avis Budget Group.Monthly Commission Opportunity Shift Premium may Apply.Immediately hiring! If the idea of spending the day sitting behind a desk in a call center or working as a cashier in a retail store leaves you feeling bored, join our driven high-energy Avis Budget Group ent

Customer Service Representative.About Sears: We are a fortune 500 company and are known for standing behind our products, service & integrity.Sears Home Improvement Products is a national leader in the do-it-for-me home improvement field, with product lines that include: HVAC heating and cooling pro