Wealth Management Client Services Associate

Praxis

Honolulu Financial Partners seeks a Client Service Associate to support our advisory and operations team. A Series 65 or Series 66 registration is required to work directly with clients.

You will assist with research and portfolio updates, help verify asset transfers with our Operations Manager, and resolve vendor/home-office issues. Join conference calls to guide clients on options and transfers to our firm.

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Vacancy posted 6 hours ago

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