Ohana means family in Hawaiian and that is the treatment we offer our clients and team members alike.
Our clients love us and rave about us!
We are a financial services firm that provides customized financial planning for our clients and have launched a value-chain breaking concept that will change the way financial planning is done. We are looking for exceptional CFP® candidates who are looking for their next move to be one of excitement, with a feeling of freedom and a sense of making a difference in the lives of others. If you want to be a part of that future, a go-getter, entrepreneurial skill-set is a clear advantage.
All our planners have attained the prestigious CFP® designation.
What We Look For
CERTIFIED FINANCIAL PLANNER™ (Members of FPA a plus)
Minimum three (3) years experience.
Competency in the seven (7) areas of financial planning.
Experience preparing and implementing Financial Plans, Quarterly Reviews and Annual Updates.
Great people skills — including the ability to work in a diverse environment.
Capacity or potential to supervise individuals and financial planning activities of others (as we are on a very expansive path).
Emotional maturity, self confidence, accountability and humility (no room for big ego jerks).
Bachelors degree or masters degree.
Integrity (a clean U4 is an absolutely must), competence and creativity.
Understanding of global economics and politics.
Ability to work in a flexible and entrepreneurial environment.
What We Offer
Flexible and enjoyable work environment.
Transition that feels like a promotion rather than commotion.
Money and Benefits? Sure! They are very good too!
Complete the form below or contact MICHAEL B. HANSEN today at 925-930-3971 or email@example.com.