Service Advisor – Kapolei, HIAdvisor Talent Solutions – Service Advisor role located in Kapolei, HI.Pay Range$70,000.00/yr – $80,000.00/yr. Monthly commission (uncapped).Job DetailsSeniority level: Mid‑Senior levelEmployment type: Full‑timeJob function: OtherMinimum RequirementsBachelor's degree preferredPrevious client interaction in an office environment5+ years of Financial Industry Experience PreferredCFP PreferredLife & Health paired with either a Series 65 or Series 7 & 66 combinationRequired SkillsAnalyticalSelf‑MotivatedSelf‑DirectedStrong Interpersonal Communication SkillsHighly OrganizationalAdvanced Computer SkillsResponsibilitiesMaintain licenses and comply with all rules and regulations.Maintain E&O insurance and act as fiduciary for all fee‑based clients.Attend and participate in all scheduled meetings and workshops.Provide EPIC planning and stay current with best practices.Use Nitrogen, Retirement Analyzer, Salesforce, and other software.Return all client emails and calls within 2 hours.Master and document all client communication in Salesforce.Set sales goals and focus on achieving them.Provide exceptional client experience and professional education.Process new business applications and support advisors.Scan and upload documents into client files.Ensure all vendor and broker/dealer requirements are satisfied.Handle urgent client servicing items and Salesforce tracking.Participate in daily check‑in and management meetings.Manage client communication and prepare summary recaps.Support admin staff during breaks and coverage periods.Salary$70,000 – $80,000 yearly with monthly commission (uncapped).Benefits401(k) with automatic 3% company contributionPre‑paid insurance (health, vision, dental, pharmaceuticals)Paid holidaysPaid time off (PTO)HoursMonday–Friday, 8:00 am – 5:00 pm (in‑office)Presented by Advisor Employee ServicesAdvisor Employee Services is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors across the country. We provide staffing solutions and encourage qualified candidates to apply.#J-18808-Ljbffr