Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Member Relationship Advisor - Financial Wellness & Service

Hawaii State Federal Credit Union

Hawaii State Federal Credit Union is seeking a Member Relationship Associate I to help members achieve their financial goals through account service, new accounts, and lending support. You will engage members, identify needs, and recommend products while maintaining accurate records and complying with policies and regulations. This position supports branch operations and focuses on service excellence and community. #J-18808-Ljbffr Hawaii State Federal Credit Union

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Member Relationship Advisor - Financial Wellness & Service in Honolulu, HI vacancy
  •  ...accountability for the financial performance, product...  ...and treasury management services business. This role is...  ...performance, as well as overall accountability...  ...development paths for each team member; administer...  ...with Commercial Banking relationship managers and Cash Management... 
    Suggested
    Work at office

    CPB

    Honolulu, HI
    3 days ago
  • The Financial Wellness Consultant is responsible for delivering high-quality financial education services to 401(k) plan participants and clients of Creative Planning. This role...  ...participant-focused education delivery with relationship-centric financial planning support,... 
    Suggested

    Creative Planning

    Honolulu, HI
    2 days ago
  • Creative Planning is seeking a Financial Wellness Consultant in Hawaii to deliver high-quality financial education services. The role involves supporting clients with retirement planning and financial wellness, leading workshops, and ensuring each individual receives appropriate... 
    Suggested

    Creative Planning

    Honolulu, HI
    3 days ago
  • Equitable Advisors is dedicated to making a...  ...network of over 4,300 financial professionals...  ...to fostering relationships that help people...  ...meaningful financial wellness. In total, Equitable...  ...Product and Service Consultation: Discuss...  ...Advisors, LLC, member FINRA, SIPC, (Equitable... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Honolulu, HI
    2 days ago
  • $58.44k

    Overview This position will provide personal financial services at assigned military installations....  ...services to military service members and their families at military installations...  ...eligible for short-term incentives as well as a comprehensive benefits package. Magellan... 
    Suggested
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Honolulu, HI
    5 days ago
  •  ...our community – providing financial value, exceptional service, and state-of-the-art convenience to our members. DO YOU WANT TO MAKE A DIFFERENCE...  .... Position Title: Member Relationship Officer Category: Part-Time...  ...pay through our financial wellness provider. With the on-... 
    Full time
    Part time
    Work experience placement
    Flexible hours
    Weekend work

    University of Hawai`i Federal Credit Union

    Honolulu, HI
    1 day ago
  • $80k - $90k

     ...and investment products and services for individuals, companies,...  ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client...  ...envision through a personal relationship with their advisory team...  ...profile, and preferences as well as servicing client accounts... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Honolulu, HI
    3 days ago
  • $47.2k - $84.41k

     ...Business client's to help them reach their financial goals. The Business Banker also leverages...  ...to maintain compliance standards, as well as policies and procedures. If you are someone...  ...of the perceived value of products and services ~ Good working knowledge of financial... 
    Work experience placement
    Monday to Friday

    First Hawaiian, Inc.

    Honolulu, HI
    5 days ago
  • A financial services agency is seeking motivated individuals for virtual consultations with clients. In this role, you will help assess client needs and build lasting relationships through periodic check-ins, all while enjoying the flexibility of working from home. The... 
    Remote job
    Work from home

    AO Garcia Agency

    Honolulu, HI
    1 day ago
  • $45k - $100k

     ...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ....Key responsibilities:Build relationships to create new clients via face-to...  ...authorities (FINRA and SEC), as well as required CE training to ensure... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Honolulu, HI
    4 days ago
  •  ...metrics for the loan portfolio; and preparing well-supported documentation on risk component...  ...various data tools to perform risk, financial and data analyses including profiling, sampling...  ....Work collaboratively with other team members to create monthly and quarterly loan... 
    Work at office

    CPB

    Honolulu, HI
    2 days ago
  • $75k - $100k

     ...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Thomas Jansson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient... 
    For contractors
    Work at office

    Thomas Jansson - State Farm Agent

    Aiea, HI
    1 day ago
  • Magellan Health is seeking a Personal Financial Counselor (PFC) in Honolulu, HI, to provide financial counseling services to military service members and their families. The position involves assisting with spending plans, conducting workshops, and offering one-on-one counseling... 
    Temporary work

    Magellan Health

    Honolulu, HI
    5 days ago
  • Magellan Health seeks a qualified professional to provide personal financial counseling services to military service members and their families in Honolulu, Hawaii. Responsibilities include financial management, educating clients, and conducting workshops on various financial... 

    Magellan Health

    Honolulu, HI
    3 days ago
  • $48k

     ...We are seeking a Wealth Advisor to assist our members with Financial Planning, Estate Planning...  ...high-net-worth client relationships. Proactive relationship...  ...experience in investment services, financial planning and...  ...Tax deductions. Health & Wellness: Access to wellness... 
    Full time
    Work experience placement
    Flexible hours

    Hsfcu Online

    Honolulu, HI
    3 days ago
  •  ...you like to own a meaningful financial services practice under the Allstate...  ...team to build deep relationships and generate leads. Leverage...  ...experience as a Financial Advisor, Financial Planner, Registered...  ...Registered Broker‑Dealer. Member FINRA, SIPC. Allstate is an... 
    For contractors

    allstate

    Honolulu, HI
    1 day ago
  • $45k - $52.2k

     ...clients via needs based, financial planning conversations...  ...customer’s trusted advisor by addressing clients’...  ...leveraging bank products and services, and experts from...  .... As a valuable team member of the branch, you...  ...equivalent experience. Prior relationship cultivating experience... 
    Work experience placement
    Monday to Friday

    First Hawaiian Bank

    Honolulu, HI
    2 days ago
  •  ...'i's largest locally owned depository financial services loan companies and portfolio lender, we...  ..., cash-out, and home equity, as well as commercial real estate loans. We also...  ...SuiteWhat You'll DoBuild and maintain strong relationships with the real estate community and... 
    Work at office
    Local area

    Finance Factor Ltd

    Honolulu, HI
    2 days ago
  • $35.36k - $41k

    Branch Services Representative - Part Time (Teller) Part...  ...community - providing financial value, exceptional...  ...art convenience to our members. Position Title: Branch...  ...Reports to: Member Relationship Supervisor Employee Benefits...  ...through our financial wellness provider. With the on-... 
    Part time
    Weekend work

    University of Hawaii FCU

    Honolulu, HI
    5 days ago
  •  ...in loan and deposit accounts/relationships that meet with established...  ...maintain, expand, grow and service commercial and private banking...  ...tickler delinquencies)Follows financial trends of respective...  ...InvolvementMust be an active member of a business association and... 
    Work at office

    CPB

    Honolulu, HI
    2 days ago
  •  ...seeking passionate individuals for a unique role focused on client consultations and financial security. You'll conduct virtual meetings, assess client needs, and maintain strong relationships with check-ins. Enjoy a flexible schedule, no cold calling, and a supportive... 
    Remote work
    Flexible hours

    AO Garcia Agency

    Honolulu, HI
    1 day ago
  • $100k

     ...Role Tomo is seeking mortgage loan officers (Loan Advisors) to help evolve the home buying experience into...  ...expert - both externally with clients/agents as well as internally with Tomo team members. Building relationships quickly with all parties. Balancing a “hunter”... 
    Full time
    Work at office
    Remote work

    Tomo Mortgage

    Honolulu, HI
    5 days ago
  •  ...with deposit and loan account relationships that meet established lending...  ...delinquencies); follows financial trends of respective borrowers...  ...customer experience with quality service. Maintain regular contact and...  ...in bank sponsored, as well as outside business and community... 
    Work at office

    CPB

    Honolulu, HI
    2 days ago
  • $40k - $80k

     ...Kamuela, HI is seeking an Account Associate - State Farm Agent Team Member to manage customer accounts and assist with insurance inquiries. Candidates should have strong organizational, customer service, and communication skills. Compensation ranges from $40,000 to $80,... 

    Cherylkim

    Honolulu, HI
    1 day ago
  •  ...direction of the Manager, the Relationship Banker creates exceptional...  ...clients with exceptional customer service while ensuring that engaged...  ...and sells customers financial services to meet their short...  ...federal laws and regulations as well as maintains strong knowledge... 
    Temporary work
    Work experience placement
    Weekend work
    Afternoon shift

    Bank of Hawaii

    Honolulu, HI
    4 days ago
  • $45k - $52.2k

     ...clients via needs based, financial planning conversations...  ...customer’s trusted advisor by addressing clients’...  ...leveraging bank products and services, and experts from...  .... As a valuable team member of the branch, you...  ...equivalent experience. Prior relationship cultivating experience... 
    Full time
    Work experience placement
    Monday to Friday

    First Hawaiian Bank

    Honolulu, HI
    2 days ago
  • $5,640 per month

     ...for Enrollment Management Division: Financial Aid Services Opening Date: 08/18/2026 Closing...  ...and maintain effective working relationships with internal and external organizations, groups, team leaders and members, and individuals. # Demonstrated ability... 
    Permanent employment
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    University of Hawai'i

    Honolulu, HI
    3 days ago
  • $72k - $80k

     ...Financial Analyst – Financial Planning & Analysis Redaptive is searching for a detail‑oriented...  ...Redaptive Redaptive is an Energy‑as‑a‑Service provider that funds and installs energy‑...  .... We look for driven, passionate team members who can take on diverse challenges to grow... 
    Immediate start
    Flexible hours

    Evergy Company

    Honolulu, HI
    3 days ago
  • $103.5k - $121.7k

     ...as “Top Franchise to Buy” for a quick service Burger category. The Habit Burger is...  ...partners on a regular basis and report on financial results, identify outliers and trends...  ...skills, with ability to partner well with other team members and interface effectively with all levels... 
    Work experience placement
    Casual work
    Flexible hours

    Yum China Holdings

    Honolulu, HI
    4 days ago
  •  ...responsible for actively managing a line of cash management products and services by establishing and ensuring that short and long term plans are...  ...offerings from banks within the Bank of Hawaii market as well as banks in markets outside of Bank of Hawaii’s market.... 
    Ongoing contract
    Temporary work
    Work experience placement
    Flexible hours
    Afternoon shift

    Bank of Hawaii

    Honolulu, HI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Member Relationship Advisor - Financial Wellness & Service. Be the first to apply!