Client Services Associate – Wealth Management; Series
Listed on 2026-11-05
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Finance & Banking
Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Honolulu Financial Partners, LLC, a small wealth management team in Hawaii, seeks a Client Service Associate to handle outbound client outreach, support advisor-led initiatives, and coordinate with custodians. The role emphasizes personal service, accuracy, and collaborative teamwork in a relaxed office environment.
Active Series 65 or 66 is required. The team offers hands-on training, competitive pay with bonuses, 401(k), and generous PTO and holidays.
The following position is for a Client Services Associate – Wealth Management (Series 65/66) with Honolulu Financial Partners, LLC.
As a Client Services Associate – Wealth Management (Series 65/66), you will play an important part at Honolulu Financial Partners, LLC in Honolulu, HI, United States.
We invite applications for the Client Services Associate – Wealth Management (Series 65/66) position located in Honolulu, HI, United States.
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