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  • Revenue Management Analyst - Airline Revenue Optimization

    Alaska Air Group 4.5company rating

    Finance consultant job in Urban Honolulu, HI

    A leading airline company is seeking a Revenue Management Analyst in Honolulu to forecast demand and optimize revenue strategies. The role involves analyzing market conditions and making data-driven decisions to enhance revenue performance. Candidates should have a bachelor's degree or equivalent experience in analytics, paired with strong skills in data analysis, creative problem-solving, and communication. This position offers competitive compensation and opportunities for growth within the company, aligning with a passion for travel and excellence. #J-18808-Ljbffr
    $60k-74k yearly est. 3d ago
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  • Lead General Ledger Analyst - Banking & Financial Controls

    Hawaii Society of Certified Public Accountants (Hscpa

    Finance consultant job in Urban Honolulu, HI

    A leading financial institution in Hawaii is seeking a qualified Officer, Lead GL Analyst to support its day-to-day operations of the general ledger system. The ideal candidate will possess a Bachelor's degree in accounting or finance, CPA certification, and substantial experience in finance or accounting. Responsibilities include assisting with month-end closing processes and ensuring compliance with accounting principles. This role also comes with an attractive compensation package and benefits. #J-18808-Ljbffr
    $70k-91k yearly est. 1d ago
  • Senior Wildfire Portfolio Analyst - Oahu

    Hawaiian Electric Companies 4.9company rating

    Finance consultant job in Urban Honolulu, HI

    We recognize our competitive advantage -- our people. We believe in our people, who share our vision of meeting the needs of our employees, customers, and communities and who carry out the continued success of the company. Our employees are committed to the company's foundational values: integrity, excellence, teamwork, environmental stewardship, and community commitment. In turn, we invest in our employees, providing opportunities for challenge and advancement and offering a competitive compensation package. Posting End Date: This position will remain open until filled. Early applications are highly encouraged. BRIEF POSTING DESCRIPTION: The P WR WILDFIRE STRATEGY Department of the P WILDFIRE STRATEGY Division at Hawaiian Electric Company has 1 Management vacancy available. (Role: Professional) JOB FUNCTION: Provides effective reporting and analysis for decision-making forums and external engagement activities. Collaborates across the company to collect data and critical information needed to ensure that completed wildfire work meets all stated requirements through the consistent and effective monitoring of wildfire progress and performance metrics including quality assurance and controls. Maintains internal control records, supports audit readiness activities, manages document workflows, and supports continuous improvement of WS processes. Ensures organizational traceability, status visibility, and reporting accuracy across all WS functions. ESSENTIAL FUNCTIONS: WSS Portfolio and Performance Monitoring Provides data-driven analysis in support of the overall WSS development and updates, applying new requirements that impact the wildfire mitigation strategies and portfolio. Coordinates with cross functional teams to monitor progress and performance metrics aligned with WSS project and program scope and quality. Identifies and develops high-level processes for collecting and analyzing timely, accurate updates on progress, performance, quality and compliance updates with initiative owners. Validates critical milestones and metrics to identify significant adjustments to scope and cost and enables development of recovery plans. Prepares regular updates and supports escalations of appropriate execution risks and performance and quality issues to Wildfire Portfolio & Performance team members for resolution. Quality and Compliance Management Prepares reports for quality and compliance metrics that provide insights into any required changes to wildfire mitigation scope or quality control to meet WSS goals and objectives. Provides ongoing status updates required to ensure work that is scoped is completed, as designed, and in adherence to plans and standards and aligned with regulatory expectations. Develops data and reporting tools that support the development of Hawaiian Electric's quality assurance and control framework. Maintains internal review finding logs, resolutions, and continuous improvement actions. WSS Continuous Improvement Reviews WSS implementation processes to assess effectiveness and identifies improvement gaps. Continually monitors data integrity issues and recommends enhancements to improve data quality. Administers SharePoint, wildfire KPI dashboards, and audit tracking databases to ensure accurate and complete reporting and provides user training as needed. Supports maintenance of a centralized knowledge management system for WS portfolio, performance and quality activities (plans, reports, models, audits). Manages document control, versioning, and accessibility. Participates in internal knowledge sharing sessions and briefings. WSS Portfolio and Performance Oversight Facilitation Provides analysis, prepares materials, and supports wildfire mitigation portfolio oversight forums (internal governance committees). Works to build status reporting tools that support timely communication of portfolio progress, performance, quality and compliance outcomes to stakeholders. Provides data and data insights needed to support responsive and aligned decision-making across all wildfire mitigation initiatives. Integrates portfolio oversight, performance and quality lessons learned into ongoing updates of WS processes and policies. Regulatory Compliance Collaborates with Legal and Regulatory Affairs departments and other WS teams to support monitoring and reporting on compliance with regulatory requirements. Manages wildfire-related regulatory reporting requirements and partners with Regulatory Affairs to track commitments and deadlines, ensure ongoing compliance and develop frameworks that support potential external reviews. Coordinates compliance reporting readiness, walkthroughs, and control reviews to ensure regulatory alignment. Assists with audit-related communications and regulatory engagement. Stakeholder Communication and Engagement Communicates with internal and external stakeholders regularly regarding progress of wildfire mitigation programs and strategic initiatives as it relates to WSS portfolio execution, performance and quality expectations. Develops stakeholder-specific reports, dashboards and updates on progress of wildfire mitigation programs and strategic initiative implementation and quality. Supports WSS-related stakeholder workshops and community forums and supports planning and preparing for wildfire related workshops and forums. Supports Hawaiian Electric's industry wildfire mitigation program benchmarking and industry engagement activities. Provides portfolio oversight, compliance, and quality subject matter expertise to support enterprise wildfire related training and development programs. Participates in Company emergency response activities as assigned, including any activities required to prepare for such emergency response. BASIC QUALIFICATIONS: Knowledge Requirements Bachelor's degree in business, Public Administration, Policy, or related field. Understanding of data repositories and reporting tools related to wildfire and grid portfolio progress and system performance. Familiarity with status and reporting tools that support wildfire mitigation, portfolio performance and quality control. Understanding of basic objectives to reduce wildfire risk across Hawaiian Electric's territories, including the regulatory, technical, operational, and public-facing dimensions. General understanding of evolving wildfire regulatory requirements, WSS implementation milestones, and cross-functional program delivery to support integrated audit readiness and ongoing compliance. Familiarity with internal processes and controls related to work completion including maintaining accurate documentation. Working knowledge of Excel, MS Word, SharePoint, and documentation templates. Skills Requirements Maintains detailed, well-organized records and audit logs. Ability to synthesize large and complex datasets and apply to status and reporting tools. Ability to remain flexible in a demanding work environment and adapt to rapidly changing priorities. Excellent written, oral and presentation skills in order to effectively communicate with all levels of the organization, which often includes dealing with sensitive, difficult or confrontational issues. Analytical, conceptual and administrative skills to assess the demands of the job, recommend proper actions, and handle multiple systems, projects and programs with minimal supervision. Strong interpersonal skills and the ability to work with a variety of individuals at all levels within and outside the company using tact, courtesy and discretion. Experience Requirements Multiple (5+) years of experience in analyst activities related to project or portfolio management, performance or quality documentation, audit preparation, or records management desired. Experience supporting audits or working in regulated utilities preferred. Role: Professional Number of Vacancies: 1 Location: Honolulu - Oahu Hiring Range: The hiring range for the Senior Wildfire Portfolio Analyst [Req ID 10047] position is $87,400.00 to $111,500.00. The person selected will be placed according to his/her skills and qualifications. About Hawaiian Electric Companies Hawaiian Electric Companies provide electricity and services to 95 percent of the state's 1.4 million residents. The company is also one of the state's leading employers and a major contributor and supporter of community and educational programs. The demand for power that has fueled the growth of the Hawaiian Islands has been met by Hawaiian Electric Companies for well over a century. And as the next millennium unfolds, the company is committed to providing quality service and seeking clean local energy sources to power generations of Hawaii families and businesses to come. Visit us at **************************** Interested individuals should apply online. The application must clearly indicate the demonstrated experience/knowledge/skills/abilities the candidate possesses which specifically qualifies him/her for the position. Applicant Certification By submitting an application for the position, candidates: 1. Authorize the Hawaiian Electric Companies to confirm all statements contained in the application and/or any materials submitted and made a part of the application as they relate to the position and to the extent permitted by law; 2. Authorize and consent to, without reservation, the Hawaiian Electric Companies sharing any and all information regarding previous or present employment, educational training or personal information from their records and from any other source with the hiring department or subsidiary company; 3. Release, discharge, and hold harmless, Hawaiian Electric Companies, from any and all liability for any damage which may be claimed as a result of furnishing such information to the hiring department or subsidiary company; 4. Authorizes release and transfer of all personnel records to be maintained by the hiring company in the event of an inter-company transfer; and 5. Authorize, direct, and consent to Hawaiian Electric Companies and/or its authorized agents to conduct investigations into candidates' background. These investigations may include, but are not limited to searches for information about applicants; record of criminal convictions to the extent permitted by law, education records, professional certifications, personal character references, and employment history. EEO Statement Hawaiian Electric Companies is an equal opportunity employer, including disability and protected veteran status. Hawaiian Electric Companies complies with all applicable laws, including Title I of the Americans with Disabilities Act. Any request for reasonable accommodation needed during the application process should be communicated by the candidate to the HR Service Center at **************. Affiliate Disclaimer Hawaiian Electric Company, Inc., Maui Electric Company, and Hawaii Electric Light (“Company”) are Hawaii Public Utilities Commission (“PUC”) regulated companies. The disclosure relating to Affiliate Transaction Requirements that follows is made pursuant to the PUC's Decision and Order No. 35962, issued on December 19, 2018, and subsequently modified by Order No. 36112, issued on January 24, 2019 in Docket No. 2018-0065. By submitting your application, you understand and acknowledge that, if you are hired by the Company and subsequently transferred, assigned or otherwise employed by an Affiliate, said Affiliate will be required to make a one-time payment to the Company in an amount up to twenty-five percent (25%) of your base annual compensation. In addition, if you are hired by the Company and subsequently transferred, assigned or otherwise employed by an Affiliate or an Affiliate-Related Entity, for a period of one year, you cannot appear in negotiations or otherwise interact directly with the Company or work on the same matter that you worked on while with the Company. Affiliate is defined as “any person or entity that possesses an ‘affiliate interest' in a utility as defined by section 269-19.5, Hawaii Revised Statutes (“HRS”), including a utility's parent holding company, except as otherwise provided by HRS section 269-19.5(h).” Affiliate-Related Entity is defined as “a third party that provides electricity-related services in a regulated utility's service territory that has a material financial, operational, or ownership interest with an unregulated affiliate of the utility and of whom the utility has reasonable knowledge.” For a current list of all Affiliates and Affiliate-Related Entities, please see: ************************************************************************************************** This list may be amended, updated or revised from time to time without notice.
    $87.4k-111.5k yearly 60d+ ago
  • Senior Finance & Strategy Manager, FP&A

    Coinbase 4.2company rating

    Finance consultant job in Urban Honolulu, HI

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. FP&A at Coinbase isn't your typical finance role-we're strategic partners deeply embedded within the business. We directly collaborate with leaders across every level and function, providing the critical insights that shape our company's most important decisions. Our team thrives on autonomy, taking ownership to build new processes and analyses that drive real business outcomes. Working in our remote-first environment, you'll join a high-performing team that's helping to build the future global financial system. The Core FP&A team is part of the broader FP&A team. This team's objective is to provide CFO-level partnership and guidance to critical support functions across the business including the People, Legal, Compliance, Policy, and Finance teams. *What you'll be doing:* * Act as a key leader within the finance organization, responsible for the financial health multiple major functional areas * Partner directly with 3+ C-level executive, and their leadership teams shape company-wide resource allocation, investment strategy, and long-term financial planning * Drive the vision and execution for how Finance partners with the business, identifying and implementing new analytical frameworks, efficiency opportunities and operational improvements * Lead and develop a team of finance professionals, fostering a culture of high performance, strategic thinking, and continuous improvement * Represent Finance in critical cross-functional leadership forums, driving alignment on key strategic and financial priorities *What we look for in you:* * 8+ years in FP&A, strategic finance, or a combination of these roles with investment banking experience * At least 2 years of people management experience * Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams. * Demonstrated success as a strategic partner to executive leadership, with a track record of influencing company-level strategy and decisions * Strong financial modeling, analytical, and strategic thinking skills, with the ability to shape and influence executive decision-making and long-term financial strategy * Self-starter who is intellectually curious and dives into the details *Nice to haves:* * Experience in crypto or in the fintech space * SQL, R or other more advanced analytical skills Job #: P73114 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range from $201,365 to $236,900+ target bonus + target equity + benefits (including medical, dental, vision and 401(k)). *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $201,365-$236,900 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $201.4k-236.9k yearly 60d+ ago
  • Senior Analyst Investment Asset Allocation

    Bank of Hawaii 4.7company rating

    Finance consultant job in Urban Honolulu, HI

    Under the direction of the Team Leader or Manager, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets. Bachelor's degree from an accredited institution with a major in business, finance, mathematics, or economics or equivalent work experience. Advanced degree (MBA) or professional certification (CFA, CFP, etc.) preferred. Minimum 4 to 6 years prior experience in portfolio analysis, related position in the financial industry or equivalent work experience. Demonstrated proficiency in the financial services/securities industry as a portfolio analyst or securities analyst. Possesses a competitive performance track record. Requires knowledge of complex analytic systems. Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems, including portfolio management and securities trading and analysis software. Demonstrated verbal and writing communication skills. Strong inter-personal and presentation skills. Ability to work independently and under pressure of multiple changing priorities and deadlines. Must be a critical thinker with the ability to explain complex ideas clearly and succinctly. Must be able to provide own transportation or to operate a vehicle with a valid driver's license, and able to commute and arrive at intended destination in a timely manner and/or as required. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Air-travel may be required. As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow. We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit **************************** Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters. Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firm's investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clients' specific investment situations. Interfaces with system vendors, portfolio managers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bank's standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements. Maintains some relationships with institutional and Trust clients. Assists business development officers and trust officers with client retention and asset growth. As part of the Portfolio Management Team, assists in Bank of Hawaii's marketing, sales and service efforts to include but not limited to: creating and maintaining market materials related to Bank of Hawaii's investment services, assisting portfolio managers with new sales, and service existing clients. This includes but is not limited to managing vendors to ensure optimal utilization of available technology and to address any system related issues. Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives. Maintains fluency in all applicable laws, standards and regulations. Ensures that all assigned portfolios are in policy and regulatory compliance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum. Supports CSIO's (Client Service Investment Officers) for their client presentations preparations, including but not limited to, Morningstar data downloads, analytical work and presentation editing. Develops interpersonal skills to better serve our clients and actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations. Performs all other miscellaneous responsibilities and duties as assigned.
    $79k-96k yearly est. Auto-Apply 52d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance consultant job in Urban Honolulu, HI

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **Responsibilities** + Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies + Learns the Cardinal systems to track and validate the calculations of supplier rebates + Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly + Assist vendors and internal sourcing teams with any disputes/inquiries + Assist internal cash team with payment application details for vendor payments + Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy **_Qualifications_** + 3-6 years of experience, preferred + Bachelor's degree in related field, preferred, or equivalent work experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Experience with SAP or similar ERP systems + Experience with contracts and agreements + Strong organizational skills + Strong communication skills **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500 - $96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 25d ago
  • Senior Bank Secrecy Act Analyst

    Hawaiiusa Federal Credit Union 4.4company rating

    Finance consultant job in Urban Honolulu, HI

    Job Description The Senior Bank Secrecy Act (BSA) Analyst plays a critical role in ensuring the financial institution's compliance with all applicable anti-money laundering (AML) laws and regulations. This position is responsible for conducting in-depth investigations of suspicious activities and transactions to identify potential risks related to money laundering, terrorist financing, and other financial crimes. The analyst will collaborate closely with Enterprise Risk Management teammates, law enforcement, and regulatory bodies to maintain robust BSA/ AML programs and reporting standards. By leveraging advanced analytical techniques and regulatory knowledge, the Senior BSA Analyst helps protect the institution from financial and reputational risks. Ultimately, this role ensures that the bank adheres to legal requirements while supporting a culture of compliance and ethical business practices. Minimum Qualifications: High School Diploma or equivalent Minimum of 3 years of experience in BSA/ AML or financial crime investigation within a banking or financial services environment. Strong knowledge of Bank Secrecy Act, USA PATRIOT Act, and related regulatory requirements. Experience with transaction monitoring systems and investigative tools used in AML compliance. Excellent analytical, investigative, and written communication skills. 1 or more professional certifications such as CAMS (Certified Anti-Money Laundering Specialist), NAFCU Certified Bank Secrecy Act Officer (NCBSO), CUNA Bank Secrecy Act Compliance Specialist (BSACS), etc. or willing to obtain within the first 12 months of employment. Preferred Qualifications: Associates degree in Finance, Criminal Justice, Business Administration, or a related field. Experience working with regulatory agencies and responding to regulatory examinations. Familiarity with global AML regulations and cross-border financial crime issues. Proficiency in data analytics software and advanced Excel skills. Demonstrated ability to lead projects or mentor junior analysts. Responsibilities: Conduct thorough reviews and investigations of alerts generated by transaction monitoring systems to identify suspicious activities. Prepare detailed reports and documentation for internal use and regulatory submissions, including Suspicious Activity Reports (SARs). Participate in the maintenance of Verafin our Enterprise AML Compliance technology and other tools used in the KYC process. Collaborate with internal stakeholders such as BSA officer and business units to address BSA/ AML concerns and implement corrective actions. Stay current and share evolving BSA/AML regulations, industry best practices, and emerging financial crime trends to enhance the institution's compliance framework. Assist in the development and delivery of training programs to educate staff on BSA/ AML policies and procedures. Provide backup support for completing tasks in the absence of the BSA Manager. Assist with projects and train and mentor junior analysts on primary duties and responsibilities of their work. Skills: The Senior BSA Analyst utilizes strong analytical skills daily to scrutinize complex financial data and identify patterns indicative of suspicious activity. Effective communication skills are essential for preparing clear, concise reports and collaborating with various internal and external stakeholders. Knowledge of regulatory frameworks guides the analyst in ensuring compliance and responding appropriately to regulatory inquiries. Technical proficiency with transaction monitoring systems and data analysis tools enables efficient investigation and documentation of cases. Additionally, leadership and training skills are applied to support team development and promote a culture of compliance throughout the organization. Work Schedule: This position requires on-site presence during the initial training and onboarding period to ensure proficiency in role responsibilities. Upon successful completion of training and management approval, we expect the role transitions to a hybrid schedule, with three days per week in the office, other onsite work as required by management and two days remote. Minimum Physical Requirements: Sitting for prolonged periods at a desk working on a computer. Working on the computer, investigating, writing regulatory reporting, and studying. Regular in-person meetings, online meetings, phone calls, and presenting on BSA regulatory materials Moving around the office on occasion. Lifting, pulling, pushing, up to 30 pounds on occasion. We'll make reasonable accommodations for qualified applicants and employees with disabilities. Benefits & Pay: The expected pay range for the Sr. Bank Secrecy Act Analyst is $59,800 - $70,500/ year. This range reflects the compensation we reasonably expect to offer for this role based on typical qualifications and market data. Offered pay may vary depending on the candidate's experience, skills, and other relevant factors. 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, 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. About Company: HawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative, owned and operated by our members since 1936. We are dedicated to helping members achieve their financial goals and our employees reach their career aspirations. We are committed to our community by extending ourselves through our time, efforts and resources. Our motto, Life Matters, means celebrating life's experiences and creating fulfilling work opportunities, not just jobs.
    $59.8k-70.5k yearly 8d ago
  • Financial Advisor - Pearl City, HI - Market 31, Region 77

    Edward Jones Careers 4.5company rating

    Finance consultant job in Pearl City, HI

    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Position Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself… Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000
    $45k-100k yearly 28d ago
  • Audit & Assurance Intern - Financial Statement Audit - Summer 2027

    Deloitte 4.7company rating

    Finance consultant job in Urban Honolulu, HI

    The internship program provides an introduction to audit. As an intern in Deloitte's Audit & Assurance practice, you'll experience the auditing profession from a real-world perspective. You'll get in-depth exposure to the auditing profession and learn more about the day-to-day responsibilities of an auditor. You'll receive guidance and work closely with experienced audit professionals, as well as have the opportunity to participate in networking activities. You'll have exposure to issues shaping and affecting the profession today as well as topics related to your own career development. Your coach will serve as a vital source of information and advice, offering timely, constructive feedback on your performance. Recruiting for this role ends on February 22, 2026. Work You'll Do During your internship, you'll sharpen your analytical skills as you audit client financials, transactions and internal control processes. You'll work with audit team members and learn how to apply concepts of risk assessment and how to design and perform audit procedures responsive to those risks. You will execute these audit procedures using our cutting-edge audit tools and technologies that use artificial intelligence, advanced analytics, data visualizations and process flow automation to perform data interrogation and analysis of client data. The successful intern will have: * Demonstrated effective verbal and written communication skills * Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities * Proven experience working independently and managing multiple assignments in a dynamic environment Regardless of project type, your work will require: * Proficiency in verbal and written communication skills essential to interacting with clients and teams * Ability to work independently and manage multiple projects/assignments/ responsibilities in a fast-paced environment * Problem solving and critical thinking skills in support of both innovative and operational enhancement opportunities * Ability to collaborate and communicate across Deloitte team members and client stakeholders * Ability to identify, learn, understand, and implement new concepts, frameworks and emerging technologies * Ability to manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experience * A strong understanding of Windows Based systems and proficiency with Microsoft Excel, Word, and PowerPoint The Team Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape. Learn more about Deloitte Audit & Assurance. Qualifications Required: * Pursuing a Bachelor of Science/Business Administration in Accounting or related field * Definitive plans to meet minimum educational requirements for CPA licensure (which may differ from the educational requirements to sit for the CPA exam) in the state of your assigned office location prior to beginning full-time employment * Limited immigration sponsorship may be available * Strong academic record, cumulative GPA of 3.0 or above * You should reside within a commutable distance of your assigned office with the ability to commute daily, if required * You can expect to co-locate on average 3 times a week with variations based on types of work/projects and client locations * Ability to travel up to 50%, on average, based on the type of work you perform and the clients served * Candidates must be at least 18 years of age at the time of employment Preferred: * Pursuing a Master of Science in Accounting or related field * Cumulative GPA of 3.2 of above * Relevant work experience or work experience in a professional environment (e.g. internships, summer positions, school jobs) * Demonstrated recent leadership role(s), such as in a campus club, society, sports teams or other activity Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $25.64/hour to $51.44/hour. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 303898 Job ID 303898
    $38k-45k yearly est. 5d ago
  • Financial Advisor

    First Command Financial Services, Inc. 4.7company rating

    Finance consultant job in Aiea, HI

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $46k-69k yearly est. 3d ago
  • Financial Advisor - Honolulu, HI

    Corebridgefinancial

    Finance consultant job in Urban Honolulu, HI

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
    $33k-55k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor - Honolulu, HI

    Corebridge Financial Inc.

    Finance consultant job in Urban Honolulu, HI

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 50% Relocation Provided: No The Variable Annuity Life Insurance Company
    $33k-55k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Sagient

    Finance consultant job in Urban Honolulu, HI

    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 License (Preferred) #LI-MMSG1
    $33k-55k yearly est. 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance consultant job in Urban Honolulu, HI

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $39k-62k yearly est. Auto-Apply 3d ago
  • Wealth Advisor I

    Central Pacific Bank 4.8company rating

    Finance consultant job in Urban Honolulu, HI

    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. Participate in Bank sponsored focus groups, initiatives, campaigns (lead or actively participate). Financial Results and Efficiencies: 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. Efficiency: Complete required and requested reports on time and accurately. Relationship Banking: 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. 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. Keep abreast of regulatory and industry developments. Adhere to Bank policies and procedures. Personal/Professional Development: Attend required and elective training and workshops. Participate in a non-profit organization. Participate in professional group/organization. Obtain industry designations to broaden product/service skillset for financial planning, insurance and fee based platforms. Minimum Qualifications: Education: Bachelor's Degree in Business, or equivalent knowledge required. Experience: 3+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment and insurance products required. Experience in a financial institution preferred. Licenses and Certifications: State of Hawaii Life, Health and Disability Insurance Producer (Agent Preferred) License Fully Licensed in FINRA including Series 7, 63, 65 or 66 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.
    $42k-59k yearly est. 17d ago
  • Sr Business & Financial Operations Specialist / Exercise Planner with Active Secret

    Perspecta 4.5company rating

    Finance consultant job in Urban Honolulu, HI

    Responsibilities Peraton is seeking a Senior Business and Financial Operations Specialist (Exercise Planner) to support the United States Army Pacific Command (USARPAC) under the Theater Army Campaign Support (TACS) Task Order. In this position, you will: Be responsible for providing timely, accurate, relevant, complete, and actionable all-domain/all-discipline exercise planning and direction in support of joint Army-to-Army exercises across the Indo-Pacific theater. Enhance capacity-building exercises and interchanges of information. Provide protection technical support and data analysis to USARPAC planning efforts. Provide planning and operational services to support security cooperation programs and initiatives. Coordinate and align organizational goals and operation support objectives with future operations. Provide planning and operational services for USARPAC G3X exercises. Integrate Army space operations into exercise planning. Build exercise planning documentation and related materials. Support the creation of documentation telling the command story of exercises. Collaborate with individuals and team member in support of exercise planning. Support the planning and execution of filed training exercise West of the Internation Date Line. Direct and supervise all support resources for the performance of exercise planning assignments and activities. Manage the technical direction of exercise planning through the design, implementation, and testing in accordance with identified objectives. Provide assessment and analyses of exercise results (design, execution, gaps, etc.) In addition, you will also: Take exercise planning from original concept through final implementation Define exercise scope and objectives Develop detailed plans, schedules, estimates, resource plans, and status reports Conduct meetings / responsible for exercise tracking and analysis Ensure adherence to standards Provide additional support to team members as requested in support of the contract Qualifications Basic Qualifications Bachelor's degree in Business Management, Program Management, Information Technology, Computer Science or related discipline and minimum of 8 years of experience at the brigade level or above Minimum of 5 years of experience planning and executing a Component or Joint Exercise Program Graduate of a Command and General Staff College Experience with the Five Stages of the Joint Exercise Life Cycle (JELC) Experience with the Military Decision-Making Process (MDMP), Army Design Methodology (ADM), and Joint Planning Process (JPP) Experience with JTIMS and ARTIMS Knowledge of Joint and Multinational exercise design at the operational level Ability to take an exercise from the concept phase, plan the exercise, and prepare and provide a senior-level concept of operation brief Experience supporting and managing an exercise budget with multiple funding streams Knowledge of the aspects of Multi-Domain Operations Ability to travel up to 20% of the time Active Secret Clearance. US citizenship required. Preferred Qualifications Master's degree in Business Management, Program Management, Information Technology, Computer Science or related discipline Minimum of 8 years of experience planning and executing a Component or Joint Exercise Program Minimum of 10 years of experience at the brigade level or above Peraton Overview Peraton is a next-generation national security company that drives missions of consequence spanning the globe and extending to the farthest reaches of the galaxy. As the world's leading mission capability integrator and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect our nation and allies. Peraton operates at the critical nexus between traditional and nontraditional threats across all domains: land, sea, space, air, and cyberspace. The company serves as a valued partner to essential government agencies and supports every branch of the U.S. armed forces. Each day, our employees do the can't be done by solving the most daunting challenges facing our customers. Visit peraton.com to learn how we're keeping people around the world safe and secure. Target Salary Range $86,000 - $138,000. This represents the typical salary range for this position. Salary is determined by various factors, including but not limited to, the scope and responsibilities of the position, the individual's experience, education, knowledge, skills, and competencies, as well as geographic location and business and contract considerations. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. EEO EEO: Equal opportunity employer, including disability and protected veterans, or other characteristics protected by law.
    $48k-55k yearly est. Auto-Apply 46d ago
  • Merrill Experienced Financial Advisor

    Bank of America 4.7company rating

    Finance consultant job in Urban Honolulu, HI

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies Source prospective clients and capitalize on referrals Deliver customized solutions and the full resources of Bank of America Merrill Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience Established and portable practice with a minimum of $1MM in production Experience managing client portfolios and driving growth Proven relationship building and business development skills Desired Skills: Bachelor's degree or higher strongly preferred Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication skills, both written and verbal Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Carmel - 3775 Via Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - HI - Honolulu - 1003 BISHOP ST - PAUAHI TOWER (HI9003), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Peoria - 230 SW Adams St (IL4111), US - MD - Baltimore - 100 E Pratt St - Harbor Plaza (MD4563), US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900), US - MN - Wayzata - 315 LAKE ST E (MN9315), US - NJ - Bridgewater - 100 SOMERSET CORPORATE BLVD (NJ2807) {+ 16 more}Pay and benefits information Pay range$48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $48k-100k yearly Auto-Apply 60d+ ago
  • Strategic Finance Planning Analyst (Full-Time, 40 Hours, Day Shift)

    Queen's Health System 4.8company rating

    Finance consultant job in Urban Honolulu, HI

    RESPONSIBILITIES I. JOB SUMMARY/RESPONSIBILITIES: - Serves as a financial consultant and resource to The Queen's Health System (QHS) executive management staff, primarily for the analysis of the long-term strategic planning and strategic initiatives with significant financial impact to QHS. - Monitors programs to evaluate adherence to established plans and goals. - Provides analytics on financial plans with scenario and sensitivity analysis considering capital allocation (strategic expenditures) and healthcare reform variables. II. TYPICAL PHYSICAL DEMANDS: - Essential: finger dexterity, seeing, hearing, speaking. - Continuous: sitting, repetitive arm/hand motions. - Operates personal computer, calculator, and various office equipment. III. TYPICAL WORKING CONDITIONS: - Not substantially subjected to adverse environmental conditions. IV. MINIMUM QUALIFICATIONS: A. EDUCATION/CERTIFICATION AND LICENSURE: - Bachelor's degree in accounting, finance, economics, healthcare or related field. - Master's degree in business administration preferred. - CPA licensure highly desirable. B. EXPERIENCE: - With Bachelor's degree, five (5) years progressive experience in Finance. - With Master's degree, three (3) years progressive experience in Finance. - Experience to demonstrate: o Knowledge of financial/cost accounting, business planning and development, and management information systems. o Ability to perform complex financial analyses and studies associated with reimbursement, profitability, business development, and treasury functions. o Ability to work with financial systems, including operations, cost accounting, budgeting and analysis, financial modeling and forecasting, contract management, reimbursement, and statistics, preferably in the healthcare industry. o Strong understanding of modeling software, including reporting and data manipulation, preferably with Kaufman Hall financial modeling. o Ability to lead and work collaboratively with a broad range of people to accomplish assignments and projects effectively and efficiently. Equal Opportunity Employer/Disability/Vet
    $57k-68k yearly est. 45d ago
  • Financial Professional

    New York Life-Gerilyn Bertoli

    Finance consultant job in Urban Honolulu, HI

    Job Description We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered. As a Financial Services Representative, you will play a key role in helping individuals and businesses manage their financial resources, achieve their financial goals, and secure their financial future. You will provide expert financial guidance and offer a range of financial services to clients. Job Type: Full-time Benefits: 401(k) Dental insurance Financial planning services Flexible schedule Health insurance Paid time off Paid training Retirement plan Compensation: $95,000 - $125,000 yearly Responsibilities: Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances Build and maintain strong client relationships through regular communication and reviews of financial plans Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice Qualifications: We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered Prior experience in sales or financial services is preferred, but NOT required Knowledge of estate planning, tax laws, corporate accounting, securities law, wills, trusts, estate law, financial planning, financial concepts, and wealth management is beneficial Strong analytical skills with the ability to interpret complex financial information Excellent communication and interpersonal skills to effectively interact with clients Bachelor's degree is desirable About Company Join a Legacy of Service in Hawaii - 145 Years Strong For over 145 years, we've proudly served the State of Hawaii, empowering individuals, families, and communities to achieve financial security and peace of mind. As a Fortune 100 company with the highest financial strength ratings of any U.S. insurer, we offer the stability and resources you need to build a meaningful and successful career. We're seeking purpose-driven, enterprising professionals who are passionate about making a difference in their local community. With our industry-leading training programs and unwavering commitment to your growth, you'll have the support and tools necessary to thrive in a dynamic financial services career. Make an impact. Build your future. Serve your community.
    $30k-48k yearly est. 13d ago
  • Sr Business & Financial Operations Specialist / Exercise Planner with Active Secret

    Peraton 3.2company rating

    Finance consultant job in Urban Honolulu, HI

    Responsibilities Peraton is seeking a Senior Business and Financial Operations Specialist (Exercise Planner) to support the United States Army Pacific Command (USARPAC) under the Theater Army Campaign Support (TACS) Task Order. In this position, you will: * Be responsible for providing timely, accurate, relevant, complete, and actionable all-domain/all-discipline exercise planning and direction in support of joint Army-to-Army exercises across the Indo-Pacific theater. * Enhance capacity-building exercises and interchanges of information. * Provide protection technical support and data analysis to USARPAC planning efforts. * Provide planning and operational services to support security cooperation programs and initiatives. * Coordinate and align organizational goals and operation support objectives with future operations. * Provide planning and operational services for USARPAC G3X exercises. * Integrate Army space operations into exercise planning. * Build exercise planning documentation and related materials. * Support the creation of documentation telling the command story of exercises. * Collaborate with individuals and team member in support of exercise planning. * Support the planning and execution of filed training exercise West of the Internation Date Line. * Direct and supervise all support resources for the performance of exercise planning assignments and activities. * Manage the technical direction of exercise planning through the design, implementation, and testing in accordance with identified objectives. * Provide assessment and analyses of exercise results (design, execution, gaps, etc.) In addition, you will also: * Take exercise planning from original concept through final implementation * Define exercise scope and objectives * Develop detailed plans, schedules, estimates, resource plans, and status reports * Conduct meetings / responsible for exercise tracking and analysis * Ensure adherence to standards * Provide additional support to team members as requested in support of the contract Qualifications Basic Qualifications * Bachelor's degree in Business Management, Program Management, Information Technology, Computer Science or related discipline and minimum of 8 years of experience at the brigade level or above * Minimum of 5 years of experience planning and executing a Component or Joint Exercise Program * Graduate of a Command and General Staff College * Experience with the Five Stages of the Joint Exercise Life Cycle (JELC) * Experience with the Military Decision-Making Process (MDMP), Army Design Methodology (ADM), and Joint Planning Process (JPP) * Experience with JTIMS and ARTIMS * Knowledge of Joint and Multinational exercise design at the operational level * Ability to take an exercise from the concept phase, plan the exercise, and prepare and provide a senior-level concept of operation brief * Experience supporting and managing an exercise budget with multiple funding streams * Knowledge of the aspects of Multi-Domain Operations * Ability to travel up to 20% of the time * Active Secret Clearance. * US citizenship required. Preferred Qualifications * Master's degree in Business Management, Program Management, Information Technology, Computer Science or related discipline * Minimum of 8 years of experience planning and executing a Component or Joint Exercise Program * Minimum of 10 years of experience at the brigade level or above Peraton Overview Peraton is a next-generation national security company that drives missions of consequence spanning the globe and extending to the farthest reaches of the galaxy. As the world's leading mission capability integrator and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect our nation and allies. Peraton operates at the critical nexus between traditional and nontraditional threats across all domains: land, sea, space, air, and cyberspace. The company serves as a valued partner to essential government agencies and supports every branch of the U.S. armed forces. Each day, our employees do the can't be done by solving the most daunting challenges facing our customers. Visit peraton.com to learn how we're keeping people around the world safe and secure. Target Salary Range $86,000 - $138,000. This represents the typical salary range for this position. Salary is determined by various factors, including but not limited to, the scope and responsibilities of the position, the individual's experience, education, knowledge, skills, and competencies, as well as geographic location and business and contract considerations. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. EEO EEO: Equal opportunity employer, including disability and protected veterans, or other characteristics protected by law.
    $49k-56k yearly est. Auto-Apply 60d+ ago

Learn more about finance consultant jobs

How much does a finance consultant earn in East Honolulu, HI?

The average finance consultant in East Honolulu, HI earns between $41,000 and $74,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in East Honolulu, HI

$55,000
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