Wealth Advisor for High-Net-Worth Clients (Honolulu)
Cetera Financial Group
Hawaii State Federal Credit Union in Downtown Honolulu is seeking a Wealth Advisor to assist our members with financial planning, estate planning, and wealth advisory needs. You'll bring your expertise and established network to our member-trusted team, expanding opportunities through collaboration with HSFCU's Commercial, Business Development and Mortgage departments. This role is based at HSFCU Headquarters, offering a comprehensive benefits package and a chance to grow with a respected #J-18808-Ljbffr Cetera Financial Group
$20 - $32.07 per hour
A local community bank in Honolulu is seeking an experienced Private Banking Service Consultant to deliver exceptional customer service and operational assistance for high-net-worth clients. The role requires a high school diploma and at least one year of banking operations...High net worthHourly payLocal area$48k
...HSFCU Headquarters, 333 Queen Street, Honolulu, Hawaii, United States of America... ...on Summary We are seeking a Wealth Advisor to assist our members with Financial... ...business consisting primarily of high-value and high-net-worth client relationships. Proactive...High net worthFull timeWork experience placementFlexible hours- A leading financial institution in Honolulu is seeking a full-time Financial Services... ...support to a financial advisor, coordinating client communications, preparing financial documentation... ...with proficiency in Microsoft Office. A high school diploma is required, while a...SuggestedFull timeWork at office
- Bank of America and Merrill Wealth Management invite qualified professionals to join the Advisor Development Program as a Financial Advisor. You will identify client needs, build relationships, review goals, and present comprehensive recommendations for existing and prospective...High net worth
$48k
...supports and grows wealth management programs... ...premises.Financial Advisor | Credit Union Wealth... ...organization and help clients move confidently toward... ...in Downtown Honolulu.HSFCU Headquarters,... ...consisting primarily of high-value and high-net-worth client relationships...High net worthFull timeWork experience placementFlexible hours$1,000 per month
...prospect and network to build your business and client base Develop and execute on a business... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite... ...Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete,...Full timeInternshipLocal areaFlexible hours- Central Pacific Bank (HI) in Honolulu, HI is seeking a Client Service Supervisor for International Private Banking. The role oversees the ICB Client... ...years as a Team Lead or 2+ years as a supervisor, with a High School Diploma or GED. Work involves office coordination and...Work at office
- CPB Group Pty in Honolulu, HI seeks a Client Service Supervisor for International Private Banking to oversee the ICB Operations team, support officers, and ensure productivity and exceptional client experience. This full-time role focuses on business planning, deposit/transfer...Full time
- ...respected regional accounting firm in Honolulu, Hawaii is in search of a seasoned Financial... ...the opportunity to work with various clients, receive competitive compensation,... ...Corporations, S Corporations, Partnerships, and high-net-worth individuals.Previous experience...High net worthRemote workWork from homeHome officeFlexible hours
$100k
Merrill Wealth Management is a leading provider of comprehensive wealth management... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...is responsible for working with high-net worth clients with annual revenues of $10...High net worthInterim roleWork at officeLocal areaShift workDay shift$67.5k - $87.5k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM... ...December 31st, 2023, serving predominantly high net worth individuals. EPWA fosters an inclusive... ...Torrance, CA is hiring for a Senior Client Relationship Associate (CRA) who will...High net worthTemporary workWork at officeFlexible hours- ...alternative application process. Casual - Co Full Time Professional Honolulu, HI, US 30+ days ago Requisition ID: 2650 ATA Services, Inc., is looking for a full-time Financial Analyst for our client HIEMA. This position is ideal for someone who enjoys transforming complex...Full timeCasual workLocal area
$58.44k
...experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's... ...). General Job Information Personal Financial Counselor, PFC - Honolulu, HI Grade: 24 Financial Counseling A Combination of Education...Contract workTemporary workWork experience placementWork at office- Equitable Advisors in Honolulu is seeking motivated individuals to start a career as a wealth professional, with licensing support and structured coaching. You will build client relationships, develop financial strategies, and advise on products and services while working...TraineeshipWork at office
$48k
HawaiiUSA FCU in Honolulu, HI is seeking a Senior Financial Advisor to build lasting relationships with members and staff while delivering professional investment guidance and insurance solutions. The role requires qualifying licenses (FINRA SIE, Series 7, 63/65/66) and...$70k - $100k
...seeking to add a Tax Advisor position to our... ...KS, Paramus, NJ, Honolulu, HI, or Seattle, WA... ...experience providing clients with comprehensive... ...timely and high-quality client service... ...inquiries Work with wealth managers regarding... ...to work with high‐net worth clients Ability to...High net worthFull timeWork at officeLocal areaRemote workWork from home- UMB Bank is seeking a detail-oriented professional to support day-to-day operational and client service activities for institutional trust accounts. You will monitor receivables, journal postings, cash reconciliation, and fund position tracking while collaborating with...Remote job
$20 - $32.07 per hour
...Private Banking Team at First Hawaiian Center in Downtown Honolulu. As a Private Banking Service Consultant, you will work closely... ...customer service, sales, and operational assistance for high-net-worth clients. You will assist with general administrative support and overall...High net worthHourly payMonday to Friday- ...practice is seeking to hire an experienced Mechanical Engineer in our Honolulu office. The Power Division focuses on the design and... ...mechanical plans according to budget constraints, design factors or client needs.Performs mechanical design of projects from the...Contract workWork at office
- Bank of Hawaii is seeking a Relationship Banker to create exceptional customer experiences by guiding clients through digital and mobile banking options and by understanding their short- and long-term financial needs. You will process a variety of transactions, balance...Temporary work
- An established industry player is seeking a dedicated financial advisor to manage client relationships and provide tailored investment solutions. This role involves engaging with prospective customers, conducting presentations, and collaborating with branch employees to...
- ...Banking professional in Kailua, HI to build and maintain strong client relationships while providing expert financial advice. The... ...a Bachelor's degree. Responsibilities include developing new high net worth client relationships, compliance with regulations, and collaboration...High net worth
- ...collaborating with the rest of the loan team to provide a smooth loan experience to your customers. Communicate loan status regularly with clients, responding promptly to inquiries and concerns via email and phone. Analyze borrowers’ information to determine feasibility of pre-...
- ...Function:Manage and grow a portfolio of high valued clients in loan and deposit accounts/... ...PortfolioFee Income (loan and deposit, wealth management fee income, foreign exchange... ...experience in relationship banking in high-net-worth individuals and/or business market required...High net worthWork at office
$100k
...Mortgage Loan Officer Location: Honolulu, HI Reports To: Sales... ...mortgage loan officers (Loan Advisors) to help evolve the home... ...expert - both externally with clients/agents as well as internally... ...staying organized while balancing high quantities of transactions....Remote jobFull timeWork at office- ...Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their... ..., a choice of both SEC and closely held clients to work on across diverse industry... ...with C + S corps, partnerships, and high net worth individual tax. Minimum one (1) year...High net worthWork at officeRemote work
$60k
...operational support to financial advisors, engaging with both the advisors and their clients. A proactive professional with a... ...with partners to develop high-quality financial plansPrepare and... ...Tower of the Pacific Guardian Center at 737 Bishop Street Honolulu, HI 96813.Work at office$40k - $43k
...dealer that supports and grows wealth management programs on bank... ...career goals. Financial Advisor - Mandarin/Cantonese Required... ...Contributor Incentive Eligible Honolulu, HI, US Salary Range: $40,... ...discovery process to uncover client needs and uses a holistic...Full timeWork at officeImmediate start- ...TAX SENIORA renowned, highly lucrative regional accounting firm is looking for a Tax Senior... ...work with both SEC and privately held clients spanning various industries, and a clear... ...C + S corps, partnerships, and high net worth individuals preferred.At least one year...High net worthWork at officeRemote work
- ...customer service to specific individual clients or specific locations for members, staff,... .... Education and Experience Requirements: High school diploma or the equivalent is required... ...d Experience interacting with high-net-worth individuals is preferred. Experience working...High net worthWork at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor for High-Net-Worth Clients (Honolulu). Be the first to apply!
- financial advisor associate Honolulu, HI
- financial planning associate Honolulu, HI
- financial consultant Honolulu, HI
- finance associate Honolulu, HI
- financial planner cfp Honolulu, HI
- financial planning administrator Honolulu, HI
- associate corporate finance Honolulu, HI
- financial planner Honolulu, HI
- financial planning assistant Honolulu, HI
- financial advisor training program Honolulu, HI




