First Hawaiian Bank · 2 months ago
Wealth Assistant I (Maui)
Kahului, HI
Full-time
Onsite
New Grad, Entry Level
$17.69/hr - $26.71/hrFirst Hawaiian Bank is a well-established institution recognized as one of the ‘Best Places to Work in Hawaii’. They are seeking a customer-focused and detail-oriented Wealth Assistant to support their Wealth Advisory Division, contributing to team goals and gaining valuable experience in the financial services industry.
BankingBitcoinFinancial Services
Responsibilities
Provide support to WAD FHA and Insurance Advisors and Associates as well as other WAD Cluster Team members as assigned
Meet assigned sales goals
Work under the close direction of Senior personnel in the functional area
Qualification
Required
Industry experience / business or related degree required
Life & Health; Series 6; Series 63 within 1 year of hire
Able to work independently and manage routine projects
Able to be a team player in order to establish strong branch and program relationships
Able to learn new computer databases, programs and processes
Analytical and research skills
Bank product and service knowledge
Customer service skills
Excellent verbal and written communication skills
Excellent telephone skills
Personal computer skills
Planning, scheduling and organizational skills
Preferred
Life & Health; Series 7 and Series 66 or 65 (if 65 then 63 also)
Commit to acquiring CFP, CLU or CHFC or Industry equivalent designation
Company
First Hawaiian Bank
First Hawaiian Bank is a financial institution that provides personal, business, and wealth management services.
Founded in 1858
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2016-08-03IPO
Leadership Team
Jamie Moses
Vice Chairman and Chief Financial Officer
Steve Rodgers
Chief Investment Officer
Recent News
2025-10-31
First Hawaiian, Inc.
2025-10-24
2025-10-03
Company data provided by crunchbase