About Company
National Australia Bank (NAB) is one of Australia’s largest financial institutions, with a rich history spanning over 160 years. While primarily serving customers in Australia and New Zealand, NAB also maintains a targeted international presence, supporting businesses and individuals with a comprehensive suite of banking and wealth management solutions. At NAB, we are committed to helping our customers achieve their financial goals through expert advice, innovative products, and exceptional service. We believe in fostering a culture of integrity, collaboration, and continuous improvement, empowering our employees to make a real difference in the lives of our clients and communities. We are driven by a purpose to create lasting value, ensuring responsible and sustainable financial practices. Joining NAB means becoming part of a diverse and inclusive team that values your contribution and supports your professional growth. We pride ourselves on our customer-centric approach, striving to be a bank that is easy to deal with, and one that earns and retains the trust of its clients through consistent performance and ethical practice. Our global network allows us to draw on diverse perspectives and expertise, enhancing our ability to deliver world-class financial solutions.
Job Description
Are you a highly motivated and client-focused Financial Planner seeking an exciting opportunity to make a tangible impact on individuals’ financial futures? National Australia Bank (NAB) is looking for a skilled and passionate Financial Planner to join our team in Kaka‘ako, Honolulu. This role presents a unique chance to build meaningful relationships with clients, providing comprehensive financial advice tailored to their unique circumstances and aspirations. As an NAB Financial Planner, you will be instrumental in guiding clients through various life stages, helping them navigate complex financial decisions, from retirement planning and investment management to risk protection and estate planning. You will be responsible for developing personalized financial strategies, ensuring compliance with regulatory standards, and continuously monitoring and adjusting plans to meet evolving client needs and market conditions. We are seeking an individual who possesses not only strong technical expertise but also exceptional interpersonal skills, a genuine empathy for clients, and a proactive approach to client acquisition and retention. You will thrive in an environment that values deep client relationships, ethical conduct, and continuous professional development. This position offers the opportunity to work within a supportive team, leverage cutting-edge financial planning tools, and contribute to NAB’s mission of empowering customers to achieve financial wellbeing. Our ideal candidate will demonstrate a proven track record in financial planning, a deep understanding of market dynamics, and a commitment to maintaining the highest ethical standards. You will play a crucial role in expanding our client base within the vibrant Kaka‘ako community, leveraging both your professional network and our existing resources. Your ability to communicate complex financial concepts clearly and concisely will be key to your success, building trust and confidence with a diverse clientele. We foster a collaborative environment where knowledge sharing and continuous learning are encouraged, providing you with the resources and support needed to excel and advance your career. If you are driven by a desire to deliver outstanding client outcomes and are ready to take the next step in your financial planning career, we encourage you to apply.
Key Responsibilities
- Conduct comprehensive financial needs analysis for individual and business clients.
- Develop and implement personalized financial plans covering investments, retirement, insurance, and estate planning.
- Manage and grow a portfolio of client relationships through proactive engagement and exceptional service.
- Monitor client portfolios and financial situations, providing timely adjustments and recommendations.
- Ensure full compliance with all regulatory requirements and company policies (e.g., SEC, FINRA, state regulations).
- Identify and pursue new business opportunities through networking, referrals, and community involvement.
- Educate clients on financial products, market trends, and economic factors impacting their financial health.
- Collaborate with internal specialists (e.g., tax, legal) to provide holistic client solutions.
- Maintain accurate and up-to-date client records and financial documentation.
Required Skills
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Certified Financial Planner (CFP®) designation or ability to obtain within 12 months.
- FINRA Series 7 and 66 (or Series 63 and 65) licenses.
- State Life, Health, and Variable Annuity Insurance licenses.
- Excellent interpersonal, communication, and presentation skills.
- Proven ability to build and maintain strong client relationships.
- Strong analytical and problem-solving abilities.
- High degree of integrity and ethical conduct.
- Proficiency in financial planning software and CRM systems.
Preferred Qualifications
- Master's degree in a relevant discipline.
- Additional advanced designations (e.g., CFA, ChFC).
- Experience working with high-net-worth clients.
- Bilingual proficiency (e.g., Hawaiian, Japanese) to serve a diverse local clientele.
- Demonstrated success in business development and client acquisition.
Perks & Benefits
- Competitive salary and performance-based bonus structure.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Generous paid time off and holidays.
- Opportunities for continuous professional development and advanced certifications.
- Employee assistance program.
- Work-life balance initiatives.
- Collaborative and supportive team environment.
- Access to cutting-edge financial planning tools and resources.
How to Apply
To apply for this exciting opportunity, please click on the application link below. Prepare your resume and a cover letter detailing your experience and why you are the ideal candidate for a Financial Planner role at NAB in Honolulu. We look forward to reviewing your application.