Direct message the job poster from WestPac Wealth Partners
Spencer Dung, CFP®, ChFC®
Achieving Financial Balance for Clients and Developing Teams to Benefit Our Community
Company Description
WestPac Wealth Partners is a financial services firm founded in Hawaii. We pride ourselves on delivering cutting-edge strategies that empower our clients to take control of their financial future. We offer a comprehensive range of financial products and services to help our clients achieve their goals.
Role Description
This is a full-time role as a Financial Advisor at WestPac Wealth Partners. As a Financial Advisor, you will be responsible for providing expert financial advice and guidance to clients. Your day-to-day tasks will include building your client base through marketing and networking. Activities include financial planning, retirement planning, investment management, asset protection and offering comprehensive financial advisory services. While you will be pyhsically located in Hawaii, clients can be from all 50 states.
Qualifications
Ability to build a strong client base through networking and/or natural market
Entrepreneurial spirit with a strong desire to build a business in the financial services sector
Basic knowledge and experience in financial planning and finance
Expertise in retirement planning and investment management
Proven track record in providing comprehensive financial advisory services
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to work independently and as part of a team
Bachelor's degree
Certifications such as CFP® (Certified Financial Planner) or ChFC® (Chartered Financial Consultant) are highly desirable
Employment type
Full-time
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