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Finance consultant jobs in Hawaii

- 238 jobs
  • Client Advisor, Ala Moana

    Rimowa

    Finance consultant job in Urban Honolulu, HI

    The RIMOWA Client Advisor is responsible for generating sales through exceptional client relations and product knowledge while acting as an ambassador for the RIMOWA brand. Job Responsibilities Sales Achieve personal sales goals Educate clients with company history and the most current product knowledge Keep an active client book to cultivate new/existing client relationships Support team members to achieve store sales goals Customer Service Always present yourself in a friendly and professional manner Ensure prompt follow up with client purchases, repairs and inquires Provide the best experience for customers by continuously building knowledge of company history, new product and competitors Operations Understanding of store POS system Opens and closes the register Process payment/return of merchandise Conduct inventory counts and adhere to company loss prevention policy Maintain/execute store merchandising standards Maintain store readiness and housekeeping duties Profile High school Diploma or equivalent Luxury sales experience ideal Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books Professional presentation, excellent communication skills both verbal and written Excellent problem-solving skills, positive attitude, team player Ideal candidate has knowledge of fashion, design trends and love of travel Ability to work varied hours/days, including nights, weekends and holidays Must be able to lift large boxes up to 20lbs repeatedly Additional Information High school Diploma or equivalent Luxury sales experience ideal Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books Professional presentation, excellent communication skills both verbal and written Excellent problem-solving skills, positive attitude, team player Ideal candidate has knowledge of fashion, design trends and love of travel Ability to work varied hours/days, including nights, weekends and holidays Must be able to lift large boxes up to 20lbs repeatedly
    $33k-54k yearly est. 2d ago
  • Portfolio Analyst / Senior Portfolio Analyst - Oahu

    Hawaiian Electric Company 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 EP ENTERPRISE EXECUTION Department of the P ENTERPRISE ARCHITECTURE & PLANNING Division at Hawaiian Electric Company has 1 Management vacancy available. (Role: Professional) This posting seeks to fill at either the Portfolio Analyst or Senior Portfolio Analyst; whichever level is most suited to the qualifications of the applying candidate. PORTFOLIO ANALYST JOB FUNCTION: Provides analysis support of portfolio programs, projects, and requests. Works with portfolio managers in all aspects of documenting project ideas, developing business case analyses for those ideas, prioritizing project ideas for approval, and monitoring of approved projects. Performs a variety of duties, which include-but are not limited to-(1) developing, managing, and maintaining portfolio management methodology and processes to ensure consistent execution and repeatable rigor in the planning, execution, and monitoring of projects within the portfolio; (2) providing general support and coordination for the training and use of Portfolio and Project Management tools; (3) assisting with facilitation of the Project Review Committee (PRC) and communication of information (status, progress, health) about the project portfolios; and (4) drafting correspondence, documents, and minutes. ESSENTIAL FUNCTIONS: * Portfolio Analysis and Monitoring: Assists with setting standards, monitoring, and maintaining project portfolios such that the overall indicated benefits and values for implementing the portfolios, and the projects within them, are achieved and remain aligned to the Companies' Strategic goals. Prepares portfolio analyses and assists with creation and maintenance of status reports on the health of portfolios of projects, on individual projects within those portfolios for various executives and process areas. Assists portfolio manager with various efforts to monitor, analyze, and report on the performance of the portfolios, and individual projects/requests within the portfolios, with respect to cost, budget, schedule, scope, quality, benefits, and other factors as desired by management. Collects and consolidates project information (e.g. schedules, risks, issues, variance reports, status reports, etc.) to prepare and maintain integrated views of portfolios and projects. Reports on portfolio goals, progress, and status. * Portfolio Management Business Analysis: Assists portfolio managers with all aspects of planning, implementation, and monitoring projects within various portfolios. Assists with identifying, analyzing, prioritizing, and scheduling interrelated initiatives to achieve Companies' strategic goals. Assists with identifying, analyzing, negotiating, and managing issues associated with shared resources (e.g. labor, funding, logistics), inter-project dependencies, and/or inter-related project objectives. Creates and manages portfolio documentation, metrics, budgets, and schedules in coordination with portfolio managers and project managers. * Portfolio Management Methodology Business Analysis: Assists with the development, maintenance, and monitoring execution of the Portfolio Management Methodology. Assists with planning, implementation and maintenance of a comprehensive portfolio management methodology that will allow portfolio managers to execute portfolios in a quality, repeatable and predictable manner. The portfolio management methodology will consist of formal and established processes, methodologies, procedures, approval levels, templates, historical information and related system components. Responsible for contributing to the rigorous execution and monitoring of the execution of the methodology. Assists with the analysis of a wide range of areas around portfolio/program/project management processes and operations with customers, users, technology business analysts and project managers. * Portfolio Assistance: Performs portfolio assistance and high-level administrative functions including but not limited to: * Schedules and coordinates portfolio meetings. Ensures that meeting agendas and handouts are set and distributed to all participants. Assists in follow-up meetings to assure desired results are achieved, action items are accomplished, and meeting objectives are met. * Provides portfolio administrative support, recording meeting minutes, creating process flowcharts, creating presentations, and drafting correspondence for a variety of audiences on varying matters. Ensures work is appropriate, timely, formatted and grammatically correct. * Assists with maintaining and updating portfolio collaboration site(s) and other portfolio-related documentation. * Establishes and maintains Project files. * Portfolio Management Technology Analysis: Assists with analyzing portfolio/project management software and tools with customers, users, technology business analysts, and project managers. Gathers business requirements for utilization/improvement of portfolio/project management software and tools, assists with configuring tools to address business requirements, conducts testing of those configurations, and supports the implementation of configuration changes and associated training. Performs portfolio analysis duties as they relate to the on-boarding and maintenance of schedules and resources in portfolio/project management software. Assists with creation and maintenance of reports on the productive use of portfolio/project management software and various portfolio automation processes. Assists with building and maintaining portfolio/project management software/tool training materials and with providing training to users. * Workload Management Business Analysis: Assists with capacity and workload management. Assists with representation workload into project schedules. Assists with training of users and monitoring and reporting of compliance with work tracking processes. Supports with identification and resolution of capacity issues. * Participates in Company emergency response activities as assigned, including any activities required to prepare for such emergency response. BASIC QUALIFICATIONS: Knowledge Requirements * Knowledge of project management standards and methodologies, including Initiating, Planning, Executing, Monitoring & Controlling and Closing projects, developing work breakdown structures, managing scope/time/costs assessing & mitigating risk, tracking progress and reporting status, etc., and using project management software tools desired. * Certified Associate in Project Management Professional (CAPM) Certification or equivalent from a nationally recognized organization such as the Project Management Institute (PMI) or working to complete certification within the next 12 months. * Bachelor's Degree in Engineering, Computer Science or related field. Can substitute Bachelor's degree requirement with specialized training in portfolio/project analysis/management with 4 years of related work experience. * Working knowledge of company policies and procedures as related to specific projects and assignments desired. Skills Requirements * Strong interpersonal skills to direct, influence, motivate and persuade various groups or individuals. * Ability to handle difficult and/or sensitive issues while using tact, courtesy, and discretion. * In-depth analytical, computational, organizational and time-management skills to handle various projects. * Ability to work collaboratively as a member of a team. * Ability to remain flexible in a demanding work environment and adapt to rapidly changing priorities and strategic direction. Ability to conceptualize new ideas quickly. * Ability to understand, design, plan, simplify, and implement complex, integrated processes. * Ability to design and implement organization structure and process changes across multiple delivery and support units. * Knowledge of-and experience with-Project Management Institute (PMI) Project Management Body of Knowledge (PMBOK) desired. * Self-motivated with the demonstrated ability to take appropriate initiative, manage multiple tasks, establish work priorities, and balance competing priorities and deadlines. * Ability to work independently with a high degree of accuracy and with highly confidential information. * Solid problem-solving skills to identify and resolve existing or potential problems. * Strong communication skills, including verbal, written, proofreading, facilitation, and presentation skills. * Results-orientation. * Ability to perform numerical/financial analysis. * Excellent organization skills and attention to details. * Knowledge of-and experience with-Microsoft Office applications (i.e. Outlook, Word, Excel, PowerPoint, Project, Visio). * Initiative and 'can-do' attitude. * Outstanding personal integrity to support high-profile projects in a manner beyond reproach. Experience Requirements * 3 years of progressively greater professional work experience. SENIOR PORTFOLIO ANALYST JOB FUNCTION: Provides analysis of portfolio programs, projects, and requests. Works with portfolio managers and other corporate management in all aspects of documenting project ideas, developing business case analyses for those ideas, prioritizing project ideas for approval, monitoring approved projects and performing analyses to help assess project performance. Performs a variety of duties, which include-but are not limited to-(1) developing, managing, and maintaining portfolio management methodology and processes to ensure consistent execution and repeatable rigor in the planning, execution, monitoring and evaluation of projects within the portfolio; (2) providing general support, coordination and first level training regarding the use of Portfolio and Project Management tools; (3) assisting with facilitation of the Project Review Committee (PRC) and communication of information (status, progress, health) about the project portfolios; and (4) drafting correspondence, documents, and minutes. ESSENTIAL FUNCTIONS: * Portfolio Analysis and Monitoring: Assists with setting standards, monitoring, and maintaining project portfolios such that the overall indicated benefits and values for implementing the portfolios, and the projects within them, are achieved and remain aligned to the Companies' Strategic goals. Prepares portfolio analyses and status reports on the health of portfolios of projects, on individual projects within those portfolios for various executives and process areas. Interfaces with executives to share analyses and answer questions. Performs various tasks to monitor, analyze, and report on the performance of the portfolios, and individual projects/requests within the portfolios, with respect to cost, budget, schedule, scope, quality, benefits, and other factors as desired by management. Collects and consolidates project information (e.g. schedules, risks, issues, variance reports, status reports, etc.) to prepare and maintain integrated views of portfolios and projects. Reports on portfolio goals, progress, and status. * Portfolio Management Business Analysis and Presentation Development: Performs various tasks related to planning, implementation, and monitoring of projects within project portfolios. Identifies, analyzes, prioritizes, and schedules interrelated initiatives to achieve Companies' strategic goals. Assists with identifying, analyzing, negotiating, and managing issues associated with shared resources (e.g. labor, funding, logistics), inter-project dependencies, and/or inter-related project objectives. Creates and manages portfolio documentation, metrics, presentations of portfolio analytics, budgets, and schedules in coordination with portfolio managers and project managers. * Portfolio Management Methodology Business Analysis: Develop, maintain, and monitor execution of the Portfolio Management Methodology. Performs tasks related to planning, implementation and maintenance of a comprehensive portfolio management methodology that will allow portfolio managers to execute portfolios in a quality, repeatable and predictable manner. The portfolio management methodology will consist of formal and established processes, methodologies, procedures, approval levels, templates, historical information and related system components. Responsible for contributing to the rigorous execution and monitoring of the execution of the methodology. Analyzes a wide range of areas around portfolio/program/project management processes and operations with customers, users, technology business analysts and project managers. * Portfolio Assistance: Performs high-level portfolio administrative functions including but not limited to: * Schedules and coordinates portfolio meetings. Ensures that meeting agendas and handouts are set and distributed to all participants. Assists in follow-up meetings to assure desired results are achieved, action items are accomplished, and meeting objectives are met. * Provides portfolio administrative support, recording meeting minutes, creating process flowcharts, creating presentations, and drafting correspondence for a variety of audiences on varying matters. Ensures work is appropriate, timely, formatted and grammatically correct. * Assists with maintaining and updating portfolio collaboration site(s) and other portfolio-related documentation. * Establishes and maintains Project files. * Portfolio Management Technology Analysis: Analyzes portfolio/project management software and tools with customers, users, technology business analysts, and project managers. Gathers business requirements for utilization/improvement of portfolio/project management software and tools, assists with configuring tools to address business requirements, conducts testing of those configurations, and supports the implementation of configuration changes and associated training. Performs portfolio analysis duties as they relate to the on-boarding and maintenance of schedules and resources in portfolio/project management software. Creates and maintains reports on the productive use of portfolio/project management software and various portfolio automation processes. Responsible for building and maintaining portfolio/project management software/tool training materials and with providing training to users. * Project Management: Responsible for the planning, execution, control, reporting and closing of low-risk / small projects, or portions of projects, within the constraints of scope, cost, quality, time and stakeholder expectations. Projects will include implementation of process and technology change. Facilitates and runs meetings, documents results, tracks issues, and ensures resolution of issues. * Workload Management Business Analysis: Assists with capacity and workload management. Assists with representation workload into project schedules. Assists with training of users and monitoring and reporting of compliance with work tracking processes. Supports with identification and resolution of capacity issues. * Participates in Company emergency response activities as assigned, including any activities required to prepare for such emergency response. BASIC QUALIFICATIONS: Knowledge Requirements * Thorough knowledge of project management standards and methodologies, including Initiating, Planning, Executing, Monitoring & Controlling and Closing projects, developing work breakdown structures, managing scope/time/costs assessing & mitigating risk, tracking progress and reporting status, etc., and using project management software tools required. * Certified Associate in Project Management Professional (CAPM) Certification or greater from a nationally recognized organization such as the Project Management Institute (PMI). * Bachelor's Degree in Engineering, Computer Science or related field. Can substitute Bachelor's degree requirement with specialized training in portfolio/project analysis/management with 4 years of related work experience. * Working knowledge of company policies and procedures as related to specific projects and assignments desired. Skills Requirements * Strong interpersonal skills to direct, influence, motivate and persuade various groups or individuals. * Ability to handle difficult and/or sensitive issues while using tact, courtesy, and discretion. * In-depth analytical, computational, organizational and time-management skills to handle various projects. * Ability to work collaboratively as a member of a team. * Ability to remain flexible in a demanding work environment and adapt to rapidly changing priorities and strategic direction. Ability to conceptualize new ideas quickly. * Ability to understand, design, plan, simplify, and implement complex, integrated processes. * Ability to design and implement organization structure and process changes across multiple delivery and support units. * Knowledge of-and experience with-Project Management Institute (PMI) Project Management Body of Knowledge (PMBOK) required. * Self-motivated with the demonstrated ability to take appropriate initiative, manage multiple tasks, establish work priorities, and balance competing priorities and deadlines. * Ability to work independently with a high degree of accuracy and with highly confidential information. * Solid problem-solving skills to identify and resolve existing or potential problems. * Strong communication skills, including verbal, written, proofreading, facilitation, and presentation skills. * Results-orientation. * Ability to perform numerical/financial analysis. * Excellent organization skills and attention to details. * Knowledge of-and experience with-Microsoft Office applications (i.e. Outlook, Word, Excel, PowerPoint, Project, Visio). * Initiative and 'can-do' attitude. * Outstanding personal integrity to support high-profile projects in a manner beyond reproach. Experience Requirements * 5 years of progressively greater professional work experience of which at least 1 year is project/portfolio professional work experience. Role: Professional Number of Vacancies: 1 Location: Honolulu - Oahu Hiring Range: The hiring range for the Portfolio Analyst [Req ID 10121] position is $71,100.00 to $88,800.00. The hiring range for the Senior Portfolio Analyst [Req ID 10121] 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. Nearest Major Market: Honolulu Nearest Secondary Market: Hawaii
    $87.4k-111.5k yearly 38d 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 23d ago
  • Financial Advisor II

    Baylor Scott & White Health 4.5company rating

    Finance consultant job in Urban Honolulu, HI

    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $77.7k-120.4k yearly 31d 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 9d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance consultant job in Maili, HI

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team 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. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & 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 (************************************************************************************ Read More About Awards & Accolades **About Us** 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. 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.
    $50k-125k yearly 60d+ 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_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_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:** 02/06/2026 *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. \#LI-Remote \#LI-SP-1 _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 4d ago
  • Financial Advisor - Experienced Professionals

    First Command Financial Services, Inc. 4.7company rating

    Finance consultant job in Aiea, HI

    Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. What You'll Do As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll: * Serve as a Trusted Advisor Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes. * Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. * Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions. * Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities. * Drive Results and Grow Your Business Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement. What Sets You Apart * A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships. * Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy. * Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement. * The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives. * Military experience or affiliation is strongly preferred. Required Experience Licensing & Certifications * Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license * Preferred: CFP, ChFC, or RICP designations Your Next Step If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong. #LI-LW1 #LI-LW1 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. 60d+ ago
  • Senior Financial Analyst - #1413

    Sehlke Consulting LLC 4.2company rating

    Finance consultant job in Hawaii

    LABOR CATEGORY: Financial Management Analyst- Sr Consultant - SME IV JOB DESCRIPTION: The Financial Management Analyst position will provide financial management and logistics services in support of Marine Forces Pacific. Duties and expectations include, but are not limited to the following: Extensive knowledge of DAI reports and tools to analyze financial transactions and uncover anomalies. Responsible for timely certification of DAR-Q records and assisting Marine Expeditionary Force's certifiers with proper validation and accesses. Knowledge of SPARTA/ARC Tool and audit KSDs to prepare and submit completed audit packages within established timeframes. Develop CAPs in MICP after evaluation of audit submissions as well as other business process area and risk assessments. Determine trends and process improvements through analysis of Key Supply and Financial Performance indicators. Provide Planning Programming Budget and Execution Support. Prepare management reports to display budget execution data. Provide analytical expertise to support MARFORPACs decision making capability. Adaptable and possesses the ability to work independently when required. Work as part of a team which is comprised of Active-Duty, Civil Service, and contractors to offer the client customized solutions. CLEARANCE REQUIREMENTS: Secret clearance required EDUCATION REQUIREMENTS: List any required education. Mandatory: Bachelor's degree (at a minimum) or a master's degree in a business-related field such as Business Management, Information Systems, Accounting, or Finance. Waiverable/Substitutable: CERTIFICATION REQUIREMENTS: List any required certifications. CDFM preferred EXPERIENCE REQUIREMENTS: 20+ years of experience at Major Subordinate Command in financial management, to include budget execution. General working knowledge of the following systems and associated reports: DAI, ARC Tool, GCSS-MC, SYNCADA, Advana/DAR-Q, DTS, G-Invoicing, PIEE/WAWF, MICRR, CEDMS, LDG, STORES, and DMLSS. ADDITIONAL REQUIREMENTS: To be eligible for employment, you must be fully vaccinated, except in limited circumstances where an employee is legally entitled to an accommodation, by January 4 th , 2022, or your start date, whichever is second in time. People are considered fully vaccinated for COVID-19 two weeks after they have received the second dose in a two-dose series, or two weeks after they have received a single-dose vaccine. If you think you are entitled to an accommodation, please advise your Sehlke liaison and they will consult our human resource leads for consideration. Founded in 2011, Sehlke Consulting is headquartered in Arlington, VA - an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
    $68k-81k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst

    Amentum

    Finance consultant job in Hawaii

    Amentum is seeking a dynamic Financial Management SME with planning and administrative experience supporting Financial Operations Management. This position will directly support U.S. Indo-Pacific Command (USINDOPACOM) Comptroller (J84) at Camp H.M. Smith, Hawaii. You would be an excellent candidate for this position if you: Self-starter professionals who takes the initiative to work independently, after initial instructions are provided. Can troubleshoot and seek financial solutions by coordinating with various team members and stakeholders through multiple communication channels. Have strong communication skills in gathering information and presenting results. Apply critical and analytical thinking to analyze large amounts of data and make connections. Possess Information Technology skills in navigating data analytics, databases, Microsoft products, data visualization tools and other IT platforms. Utilized various supporting IT platforms to enable operational activities, such as Shared Drive, web-based, and other NIPR/SIPR platforms. Supported the planning, processing, and tracking of financial related documents and helped to maintain related archives. Synchronized planning, administration, staffing and knowledge management activities among higher headquarters staff to enable operational management activities. Enjoy working in a fast-paced, dynamic environment. Specific Duties include: Serving as Financial Project Coordinator to provide financial assistance support to the USINDOPACOM Comptroller (J84). Providing planning and administrative support for various financial efforts associated with Receipt and Acceptance (R&A) and Receipt and Close (R&C) of goods and services. Providing Acquisition and Financial Management support to cross-functional and cross-agency teams of SMEs associated with acquisitions, contracting, accounts receivables, accounts payables, government travel card and government purchase card. Providing support and tracking of all procurement transactions and funding documents among the community of interest and securing related financial documentation for audit purposes. Collaborative management of various financial processes and procedures among a dynamic mix of internal/external stakeholders within the financial community. Utilizing various supporting platforms to enable operational and financial activities, such as Shared Drive, web-based, Microsoft Teams, Navy-Enterprise Resource Planning (Navy-ERP), Procurement Integrated Enterprise Environment (PIEE), One Touch, Government Tavel Card, Government Purchase Card, and other platforms as needed. Coordinating and collaborating among HQ USINDOPACOM J84 Comptroller Staff, Defense Finance Accounting Services (DFAS), Field Support Agency (FSA) and General Fund Business Office (GFBO). Adhering to appropriate Organizational/Personal Conflict of Interest firewall procedures, Federal Acquisition Regulations, Financial Management Regulations, and related USINDOPACOM policies/procedures. Minimum Requirements: Bachelor's degree in finance, business, or related field from an accredited college or university, or 5 years equivalent combination of education, technical training, or civilian/military work experience in lieu of degree Proficient in authoring analytical and/or policy documents Proficient in Microsoft Office applications (Word, Excel, PowerPoint) Communicate effectively and in writing to provide information, written reports, and presentations to include delivering executive summaries to flag and general officers (FO/GO) and Senior Executive Service (SES) level equivalents Secret clearance. Note: US Citizenship is required to obtain a Secret Clearance Preferred Qualifications: Master's degree in finance, business, or related field from an accredited college or university 2 years' experience at the Echelon 2 or 3 operational/organizational level 3 years' experience working in USINDOPACOM AOR 2 years' experience in DoD Contracting/Acquisitions APDP/DAWIA Level I or higher Top-Secret security clearance and be SCI eligible. Note: US Citizenship is required to obtain a Top-Secret Clearance Compensation & Benefits HIRING SALARY RANGE: The salary range for this position is $135K to $150K. (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant internal equity, and alignment with market data.) This position includes a competitive benefits package. For more detailed information on our Benefits and what it is like to work for Amentum: please visit our careers site: ********************** Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.
    $44k-59k yearly est. Auto-Apply 60d+ 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. 18d ago
  • Internship Program - Finance (FP&A)

    Educational Testing Service 4.4company rating

    Finance consultant job in Urban Honolulu, HI

    **About ETS:** ETS is a global education and talent solutions organization enabling lifelong learners worldwide to be future-ready. For more than 75 years, we've been advancing the science of measurement to build benchmarks for fair and valid skill assessment across cultures and borders. Our worldwide impact extends through our renowned assessments including TOEFL , TOEIC , GRE and Praxis tests, serving millions of learners in more than 200 countries and territories. Through strategic acquisitions, we've expanded our global capabilities: PSI strengthens our workforce assessment solutions, while Edusoft, Kira Talent, Pipplet, Vericant, and Wheebox enhance our educational technology and assessment platforms across critical markets worldwide. Through ETS Research Institute and ETS Solutions, we're partnering with educational institutions, governments, and organizations globally to promote skill proficiency, empower upward mobility, and unlock opportunities for everyone, everywhere. With offices and partners across Asia, Europe, the Middle East, Africa, and the Americas, we deliver nearly 50 million tests annually. Join us in our journey of measuring progress to power human progress worldwide. Join ETS on an impactful journey through our newly launched, business-focused MBA Internship Program. This program offers the opportunity to immerse yourself in strategic projects within your assigned department, providing a comprehensive understanding of ETS's business operations and insights into our industry's evolving landscape. As part of this program, you'll work within our Finance Division, which encompasses five key focus areas: Corporate Accounting, Corporate Procurement & Operations, Facilities, Security & Safety, Financial Planning & Analysis, and Treasury. Each area is essential to advancing our financial strategy, operational excellence, and long-term success. **Intern Responsibilities:** Selected interns will contribute meaningfully to our strategic goals through the following activities: + Conducting in-depth research and analysis to inform key decision-making processes + Supporting the development and execution of strategic business plans and initiatives + Preparing and delivering insightful reports to senior leadership + Engaging with senior leaders to explore avenues for process improvements and operational efficiencies + Actively participating in meetings, workshops, and training sessions to develop valuable professional skills **Program Details:** This paid, remote internship is expected to begin in early June 2026 and will span 8 weeks. Embark on a career-defining internship that connects you with our leadership team, enhances your strategic skills, and offers invaluable exposure to the operations of ETS. + Currently enrolled in an accredited undergraduate or graduate program studying finance or accounting. + Proficient in MS Office business applications (PowerPoint, Excel, Word, etc.). + Strong interpersonal skills (written and verbal) with an ability to manage conflicting deadlines. + Critical analysis capabilities, adept at processing high volumes of information and adapting to changing demands while prioritizing effectively. + Proven track record of taking ownership and driving results. + Effective presentation skills; strong analytical and evaluation skillset; ability to process ambiguous data and synthesize value metrics; comfort with uncertainty. **ETS is mission driven and action oriented** + We are passionate about hiring innovative thinkers who believe in the promise of education and lifelong learning. + We are energized by cultivating growth, innovation, and continuous transformation for the next generation of rising professionals as leaders. Â In support of this ETS offers multiple Business Resource Groups (BRG) for you to learn and advance your career growth! + As a not-for-profit organization we will encourage you to lean in to your passion for volunteering. Â At ETS you may qualify for up to an additional 8 hours of PTO for volunteer work on causes that are important to you! **ETS is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. We believe in creating a work environment where all individuals are treated with respect and dignity.**
    $35k-40k yearly est. 2d ago
  • Senior Finance & Strategy Analyst, Institutional

    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. Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance. The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions. *What you'll be doing:* * Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more. * Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation. * Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making. * Directly influence product strategy and insights that drive long-term growth * Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities. * Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep. * Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights. *What we look for in you:* * Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech. * Strong analytical and modeling skills, with the ability to distill complex data into actionable insights. * Proven ability to influence and partner with senior leaders across functions. * A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action. * Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy. Job #: P72988 *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: $148,835-$175,100 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
    $148.8k-175.1k yearly 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.
    $39k-62k yearly est. Auto-Apply 60d+ ago
  • Finance Analyst - Hilton Waikoloa Village

    Hilton 4.5company rating

    Finance consultant job in Waikoloa Village, HI

    The Hilton Waikoloa Village is looking for its next Finance Analyst Clerk to join their team\! This is a perfect opportunity for someone that has experience in accounting and wants to grow within the hospitality industry\.Our property sits on 62 acres, has 3 hotel guest room towers with over 241,000 square feet of banquet space\. Our Team Members love being a part of our award\-winning culture\. From a friendly workplace environment to competitive health benefits, career growth opportunities and our Go Hilton travel discount program\. In addition, we offer free meals during shifts, free parking onsite, and our Aloha Spirit throughout every corner of the property\. Join the team and see why Hilton is ranked \#1\! **Shift Pattern:** AM MID \(6am\-5pm\) weekends and holidays included **Pay Rate:** $25\.00 **Ideal candidates for this role will possess:** + One \(1\) year of exceptional customer service background\. + Basic math knowledge\. + Microsoft Excel knowledge\. + Ability to navigate computer and various software programs\. **What will I be doing?** The Analyst / Clerk of Accounting will perform activities to support the Accounts Receivable, Accounts Payable, Payroll and General Accounting functions\. The Analyst/Clerk will participate in the development and processes of accurate reports and account management\. In addition to performance, this position may be required to perform a combination of the following supportive functions, with the percentage of time performing each function to be solely determined by the supervisor based upon the requirements of the company\. + Perform applicable retained Accounts Receivable, Accounts Payable, Payroll and General Accounting functions + Respond to guest inquiries, charge inquiries and requests in a timely, friendly and efficient manner to support continuing effort to deliver outstanding guest service and financial profitability + Collaborate with SSCs and service provider, as well as partner with SSC to resolve disputes + Participate in the production of monthly accounts as directed\. + Complete month\-end responsibilities\. + Execute internal control over revenues, expenses, assets and liabilities of the hotel\. + Participate in special projects, team training and development\. + Perform other duties and responsibilities as assigned or required\. + Reports results to others and aids others to understand financial matters\. + Develops and maintains constructive and cooperative working relationships with other finance departments and corporate departments they support\. + Collaborates with managers to establish specific goals and plans to prioritize, organize and accomplish project/department goals\. + Attend staff meetings pertinent to work assignments\. + Research and responds to information requests from internal departments and management\. + Act in accordance with fire, health and safety regulations on property and follow the correct procedures when required\. **What are we looking for?** **EDUCATION** High School diploma or equivalent preferred\. **EXPERIENCE** + Previous hotel level accounting experience preferred\. + Proficient in Microsoft Excel, Word and Outlook with the ability to quickly learn new programs required\. + Previous experience in Accounts Receivable, Accounts Payable, General Books, and Payroll highly preferred\.Since being founded in 1919, Hilton has been a leader in the hospitality industry\. Today, Hilton remains a beacon of innovation, quality, and success\. This continued leadership is the result of our Team Members staying true to our Vision, Mission, and Values\. Specifically, we look for demonstration of these Values: + Hospitality \- We're passionate about delivering exceptional guest experiences\. + Integrity \- We do the right thing, all the time\. + Leadership \- We're leaders in our industry and in our communities\. + Teamwork \- We're team players in everything we do\. + Ownership \- We're the owners of our actions and decisions\. + Now \- We operate with a sense of urgency and discipline\.In addition, we look for the demonstration of the following key attributes: + Quality + Productivity + Dependability + Customer Focus + Adaptability **What will it be like to work for Hilton?** Hilton is the leading global hospitality company, spanning the lodging sector from luxurious full\-service hotels and resorts to extended\-stay suites and mid\-priced hotels\. For nearly a century, Hilton has offered business and leisure travelers the finest in accommodations, service, amenities and value\. Hilton is dedicated to continuing its tradition of providing exceptional guest experiences across its global brands\. Our vision "to fill the earth with the light and warmth of hospitality" unites us as a team to create remarkable hospitality experiences around the world every day\. And our amazing Team Members are at the heart of it all\! **Job:** _Accounting_ **Title:** _Finance Analyst \- Hilton Waikoloa Village_ **Location:** _null_ **Requisition ID:** _HOT0C4I3_ **EOE/AA/Disabled/Veterans**
    $25 hourly 17d ago
  • Financial Analyst, Senior - Financial Planning

    Hawaii Pacific Health 3.8company rating

    Finance consultant job in Lihue, HI

    Hawai'i Pacific Health is a not-for-profit health care network with over 70 locations statewide including medical centers, clinics, physicians and other caregivers serving Hawai'i and the Pacific Region with high quality, compassionate care. Its four medical centers - Kapi'olani, Pali Momi, Straub and Wilcox - specialize in innovative programs in women's health, pediatric care, cardiovascular services, cancer care, bone and joint services and more. Hawai'i Pacific Health is recognized nationally for its excellence in patient care and the use of electronic health records to improve quality and patient safety. At Hawai'i Pacific Health the Financial Planning department provides quality financial services to the organization's systems, directors and internal staff by acting as a liaison and business partner. Under the general direction of the Department Director or designee, provides financial analysis and review of system operations to understand past performance and its impact on the future, to develop new programs and to ensure the financial viability of the system over the short and long term. If you are gifted with numbers and have great financial instincts, you could be the ideal candidate for our Senior Financial Analyst position. In this role, you will provide financial analysis and review of System operations to understand past performance and its impact on the future, and develop new programs to ensure the financial viability of the System over the short and long term. We are looking for a detail-oriented and driven individual with an appreciation for financial and operational integrity, and a commitment to creating a healthier Hawai'i. Location: Wilcox Medical Center Work Schedule: Day - 8 Hours Work Type: Full Time Regular FTE: 1.000000 Bargaining Unit: Non-Bargaining Exempt: Yes Req ID 30838 Pay Range: 84,926 - 106,163 USD per year Category: Finance Minimum Qualifications: Bachelor's degree in Business, Finance, Accounting or other related field and/or equivalent combination of education, training and experience. Valid driver's license, abstract and current Hawaii auto insurance. Five (5) years experience in business, accounting, or financial analysis, with computer background. Preferred Qualifications: Master's degree. Current Certified Public Accountant (CPA) certification. Health care experience. EOE/AA/Disabled/Vets Hawai'i Pacific Health offers a comprehensive and competitive total rewards package that includes pay and benefits. Rate of pay for selected candidates will be determined by various factors including knowledge, skills, abilities, relevant experience and training, as well as internal peer equity.
    $74k-87k yearly est. 60d+ ago
  • Financial Advisor - Hawaii

    Thrivent 4.4company rating

    Finance consultant job in Urban Honolulu, HI

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $33k-46k 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 - 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
  • 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 34d ago

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