Client Services Associate – Wealth Management (Series 65/66)

Honolulu Financial Partners, LLC

Honolulu (HI)

On-site

USD 60,000 - 80,000

Full time

6 days ago

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Benefits offered by this job

Competitive salary + bonuses

PTO and paid holidays

401(k) with employer contribution

Hands-on training from advisors

Small team with recognition

Job summary

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.

Qualifications

Active Series 65 or 66 registration required.
Meticulous follow-through on details, documentation, and deadlines.
A warm, patient communicator with a team-first mindset.
Experience with IRAs/rollovers or retirement plan transfers is a plus.

Responsibilities

Outbound client outreach during planning season to schedule reviews and support initiatives.
Prepare research and portfolio updates for annual client reviews.
Join calls with clients and plan custodians to walk through transfer processes and keep on track.
Partner with Operations to confirm asset transfers are completed accurately.
Follow up with clients on outstanding requests to avoid delays.
Troubleshoot issues with vendors and LPL home office processing.