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Private Wealth Advisor & Client Planning

Job in Honolulu, Honolulu County, Hawaii, 96814, USA
Listing for: E.A. Buck company
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Honolulu is seeking a detail-oriented Service Advisor to enhance customer experience and ensure effective office operations. This role involves managing client relationships, processing new business applications, and serving as a liaison for financial advisers. Ideal candidates should possess a CFP, have extensive financial industry experience, and exhibit exceptional communication and organizational skills. This position offers a competitive salary range of $70K-$80K, uncapped monthly commission, and comprehensive benefits.
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