Client Service Associate

Client Service Associate Honolulu Financial Partners is a boutique wealth management firm managing approximately $480 million for clients across Hawaii and the mainland — primarily retirees and families managing inherited assets. We are affiliated with LPL Financial and rank among their top-performing independent offices nationally. Two things make us unusual. First, our licensed staff pool income rather than being compensated on what they individually sell — we partner with each other, not compete. Second, we are deliberately old-fashioned: we answer the phone within three rings, we mail letters with envelopes and stamps, and we choose personal over efficient. Gratitude, appreciation, and support are the working culture here. As a Client Service Associate you'll be supporting our advisory and operations team. A Series 65 or Series 66 registration is required in order to work directly with clients.