About Company
ANZ Bank, one of Australia’s and New Zealand’s largest banking and financial services groups, has a long-standing history of serving customers with integrity and innovation. While our primary operations are in Australia, New Zealand, and the Asia-Pacific region, our commitment to global financial excellence and customer-centric solutions resonates worldwide. We pride ourselves on fostering a diverse and inclusive environment where our employees can thrive, grow, and make a significant impact on our customers’ financial well-being. At ANZ, we believe in empowering our customers to shape their financial futures, and we achieve this through expert advice, tailored solutions, and a deep understanding of their unique aspirations. Join a team that values collaboration, ethical practice, and continuous professional development, contributing to a legacy of trust and financial leadership. Our vision is to shape a world where people and communities thrive, and our purpose is to help people make the most of what they have.
Job Description
As an ANZ Bank Financial Planner in Aiea, you will play a pivotal role in guiding our valued clients towards achieving their financial goals and aspirations. This is an exciting opportunity to build lasting relationships, understand the unique needs of individuals and families, and provide comprehensive, personalized financial advice. You will be responsible for developing and implementing bespoke financial plans covering investments, superannuation, retirement planning, insurance, and debt management. Your expertise will empower clients to make informed decisions, navigate complex financial landscapes, and secure their futures. You will conduct thorough financial needs analyses, present clear and concise recommendations, and regularly review client portfolios to ensure alignment with their evolving objectives and market conditions. We are looking for a proactive, client-focused professional with a strong ethical compass and a passion for helping others succeed financially. The role demands not only deep technical knowledge but also exceptional communication skills and the ability to translate complex financial concepts into easily understandable terms. You will be an integral part of our local team, contributing to the bank’s reputation for trusted advice and outstanding service. Your success will be measured by your ability to attract and retain clients, exceed service expectations, and contribute to the overall growth of our financial planning practice. Embrace the opportunity to make a tangible difference in people’s lives while advancing your career within a globally recognized financial institution committed to its people and communities. This position requires a dedication to continuous learning and staying abreast of industry regulations, economic trends, and new financial products to ensure the highest standard of advice is always delivered.
Key Responsibilities
- Develop and implement comprehensive financial plans tailored to individual client needs and goals.
- Conduct in-depth financial needs analysis, including cash flow, assets, liabilities, and risk tolerance.
- Provide expert advice on investment strategies, retirement planning, superannuation, insurance, and debt management.
- Cultivate and maintain strong, long-term relationships with clients through regular communication and reviews.
- Stay abreast of market trends, economic conditions, and regulatory changes affecting financial planning.
- Ensure all advice and practices comply with industry regulations and ANZ Bank's ethical standards.
- Identify opportunities for client growth and cross-selling relevant financial products and services.
- Prepare and present clear, concise, and compelling financial proposals and reports.
- Collaborate with internal teams to deliver a seamless client experience.
- Participate in ongoing professional development and training initiatives.
Required Skills
- Proven experience as a Financial Planner or Financial Advisor
- Strong understanding of financial markets, investment products, and retirement planning
- Exceptional client relationship management and communication skills
- Ability to analyze complex financial data and develop tailored solutions
- Demonstrated ethical conduct and commitment to client best interests
- Excellent presentation and interpersonal abilities
- Proficiency in financial planning software and CRM systems
Preferred Qualifications
- Certified Financial Planner (CFP®) designation or equivalent
- Bachelor's degree in Finance, Economics, Business, or a related field
- Experience working with diverse client portfolios
- Knowledge of local Hawaiian market dynamics
Perks & Benefits
- Competitive salary and performance-based incentives
- Comprehensive health, dental, and vision insurance
- 401(k) retirement plan with company match
- Generous paid time off and holidays
- Opportunities for professional development and continuing education
- Employee assistance program (EAP)
- Work-life balance initiatives
- Supportive and collaborative work environment
How to Apply
Interested candidates are encouraged to apply by clicking the application link below. Please ensure your resume and cover letter highlight your relevant experience and passion for financial planning. We look forward to reviewing your application.