Financial Planner Wealth Management

Under the direction of the Manager, this role is responsible for preparing and delivering comprehensive financial and estate planning solutions and advice to clients of Bank of Hawaii wealth management. This position contributes to process improvements that enhance departmental and organization efficiency. 

• Comprehensive Wealth Planning: Develops and presents customized financial and estate plans based on client data and goals. Supports relationship managers with visual materials and planning tools to deliver holistic wealth solutions. Assists in creating or updating seminar content as needed.
• Technical Assistance: Offers expert guidance on complex planning scenarios and techniques. Responds to technical questions from business partners and conducts research to support accurate, informed advice. Contributes to the development of articles, client communications, and marketing content.
• Business Partnerships: Builds and maintains strong working relationships with internal teams and business units. Proactively shares project updates and timelines to ensure alignment. Participates in special projects and supports team collaboration and issue resolution.
• Systems Analysis: Analyzes and designs systems or processes to meet business and functional needs. Identifies opportunities to improve performance standards and workflow efficiency. Ensures designs comply with Bank of Hawaii’s information security policies.
• Knowledge and Leadership: Maintains up-to-date knowledge of financial planning, tax laws, and wealth management products. Demonstrates expertise in areas such as estate planning, retirement, education funding, and trusts. Actively engages in professional development and training opportunities.
• Vendor Management: Supports vendor oversight to ensure service levels and delivery commitments are met. Helps to resolve performance issues and escalate concerns when necessary. Identifies ways to enhance functionality, reducing costs, and improving system efficiency.
• Performs all other miscellaneous responsibilities and duties as assigned.

• Bachelor’s degree from an accredited institution with major in accounting, finance, law or related area or equivalent work-related experience. JD and or LLM preferred.
• Minimum 4 years of relevant professional experience. Prior experience in estate planning is strongly preferred. Proven ability to interpret financial data and analyze a variety of financial statements with accuracy and insight. Working knowledge in several of the following areas required: 
  •    Income, gift, and estate tax laws and regulations
  •    Estate and financial planning tools and techniques
  •    Fiduciary duties and responsibilities
  •    Investment products and services
  •    Investment markets and portfolio management
• Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft Office applications or similar software. Knowledge of Bank software and systems including financial planning software.
• Excellent oral and written communication skills including interpersonal skills. Must be analytical, organized with excellent problem-solving skills. Must have a collaborative work style with the ability to work in a team environment. Should be an independent worker who drives assigned tasks through to completion. Must be detail oriented with the ability to meet competing deadlines. Able to work flexible hours including holidays, weekends and evenings as needed or assigned.

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  https://www.boh.com/careers.