- UMB Bank (Honolulu, HI)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- Bank of America (Honolulu, HI)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Leidos (Honolulu, HI)
- **Description** Leidos is seeking an Energy Advisor to join our Hawai'i Energy program team's efforts in empowering our community to achieve the state's clean energy ... developing customer and contractor relationships, serving as a trusted advisor to electric customers to drive the early adoption...technical information to a wide audience. + Possess a client -first attitude and be a relentless internal client… more
- Leidos (Honolulu, HI)
- **Description** Leidos is seeking an Energy Advisor to join our Hawai'i Energy program team's efforts in empowering our community to achieve the state's clean energy ... developing customer and contractor relationships, serving as a trusted advisor to electric customers to drive the early adoption...technical information to a wide audience. + Possess a client -first attitude and be a relentless internal client… more
- Travelers Insurance Company (Honolulu, HI)
- …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… more
- Travelers Insurance Company (Honolulu, HI)
- …Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find ... in making you an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no pushy tactics, just genuine… more
- H&R Block (Honolulu, HI)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- UNUM (Honolulu, HI)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- H&R Block (Honolulu, HI)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Edward Jones (Honolulu, HI)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- Kyndryl (Honolulu, HI)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Kyndryl (Honolulu, HI)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Kyndryl (Honolulu, HI)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading a team to success. This role demands a… more
- City National Bank (Honolulu, HI)
- …Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience ... with client discussions/presentations, proficiency in financial planning software (eMoney), and...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- WSP USA (Honolulu, HI)
- …Team** and be a part of a growing organization that meets our client 's objectives and solves their challenges. **PLEASE NOTE: This position requires relocation to ... proposition is developed and continuously improved. + Conduct needs analyses and client value surveys to align the engineering discipline's function with business… more
- Norstella (Honolulu, HI)
- …Panalgo's RWE platform, IHD, among our clients. You'll act as a trusted advisor to senior-level stakeholders, understanding their complex needs, and helping them to ... long-term relationships with senior-level executives, including C-level, ensuring high client satisfaction and engagement with Panalgo's offerings. This includes… more
- Norstella (Honolulu, HI)
- …specialization to meet the high demands of our biopharmaceutical and life sciences client base. You will join a high-performing team empowered to work creatively to ... insights and drive evidence-based decision-making. * Serve as the strategic advisor to clients, guiding them through nuanced challenges by providing actionable… more
- Norstella (Honolulu, HI)
- …informed. + Act as a senior point of contact and trusted advisor to clients throughout implementation, building long-term relationships and driving satisfaction and ... retention. + Lead governance meetings, executive readouts, and client workshops; provide strategic insight and ensure alignment across...Benefits * Basic Life and AD&D Benefits * 401k Retirement Plan with Company Match * Company Paid Short… more
- NTT America, Inc. (Honolulu, HI)
- …balance speed, cost, power access, and risk. + Serve as a strategic advisor within the Global Development, Investment, and Product teams, providing deep regional ... insurance, short-term and long-term disability, flexible spending account, and 401k retirement plan to create a rich Total Rewards package. **Workplace type**… more
- BOOZ, ALLEN & HAMILTON, INC. (Kaneohe, HI)
- …and Constructive training devices as part of their training. You'll be at rus ted advisor to our clients, and we'll look to you to identify, analyze, and evaluate ... total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition… more