Entry Level-Financial Services Associate

Overview

Join our dynamic financial services team as a Entry Level-Financial Services Associate, where you will play a vital role in delivering comprehensive financial solutions to our clients. This energetic position offers an exciting opportunity to work at the forefront of wealth management and financial planning. You will collaborate closely with clients and internal teams to provide expert guidance on a broad spectrum of financial products and services, ensuring each client’s unique goals are achieved with precision and confidence. Your expertise will help empower clients to make informed decisions, optimize their financial strategies, and secure their financial futures.

Responsibilities

• Assist clients to collaborate with internal experts in investment management, portfolio management, and asset allocation strategies to meet their financial objectives.
• Provide detailed guidance on estate planning, wills, trusts, and estate law to help clients protect their assets for future generations.
• Conduct financial analysis to develop tailored financial plans and recommendations.
• Manage client relationships through proactive communication, regular reviews, and personalized service to foster trust and loyalty.
• Support clients with cash management solutions.
• Collaborate with internal teams on industry knowledge of financial markets, tax experience, and regulatory updates to enhance service delivery.

Requirements

• Positive attitude!
• Willingness to learn & being coached.
• High level of integrity.
• Great work ethic, disciplined.

This role is ideal for motivated professionals eager to make an impact in the world of finance by delivering exceptional service while advancing their career in a fast-paced environment dedicated to growth and excellence.

Pay: $20,000.00 - $100,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Professional development assistance
• Referral program

Work Location: Hybrid remote in Honolulu, HI 96816