Wealth Planning Specialist (Hybrid)

Jones Financial (edward Jones); Honolulu (HI); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation with bonus

Hybrid work environment

Professional development

Job summary

Fincadia Capital Partners invites applications for a Financial Services Professional. This role emphasizes building client relationships, assessing financial goals, and crafting strategic investment plans to guide clients toward their financial objectives.

The position supports a hybrid work model in a collaborative, client-centric environment where continuous learning and professional development are encouraged.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 1–3 years of experience in financial planning or related field.
• Holding or willing to obtain Series7, Series66 licenses.
• CFP or CFA designation preferred.
• Strong analytical, decision‑making, and problem‑solving skills.
• Excellent interpersonal and communication skills.
• Proficiency in financial planning software and Microsoft Office Suite.

Responsibilities

• Develop and nurture client relationships with tailored investment strategies.
• Ensure compliance with regulatory requirements and standards.
• Collaborate with internal team to optimize client portfolios.
• Conduct thorough financial analyses to understand client needs and risk.
• Provide comprehensive financial planning including retirement and estate planning.
• Stay updated on market trends and investment products.
• Participate in ongoing professional development and training.

Skills

Financial analysis

Client relationships

Regulatory compliance

Communication skills

Financial planning software

Microsoft Office

Education

Bachelor’s degree in finance/economics

CFP or CFA designation preferred

Series7/Series66 licenses preferred

Tools

Microsoft Office

Financial planning software

Job description

Fincadia Capital Partners invites applications for a Financial Services Professional. This role emphasizes building client relationships, assessing financial goals, and crafting strategic investment plans to guide clients toward their financial objectives.

The position supports a hybrid work model in a collaborative, client-centric environment where continuous learning and professional development are encouraged.