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Ohana Fiduciary Jobs (NOW HIRING)

Central Pacific Bank

Investment Officer

Honolulu, HI · On-site

$63K - $102K/yr

... Ohana". Exhibits core competencies that result in consistent delivery of positive Customer ... Perform mandated Reg. 9 fiduciary investment reviews on assigned accounts. Participate in the ...

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Ohana Fiduciary information

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$49.5K

$105.9K

$168.5K

How much do ohana fiduciary jobs pay per year?

As of Aug 14, 2026, the average yearly pay for ohana fiduciary in the United States is $105,943.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $120,000.00 per year, depending on experience, location, and employer.

What is an Ohana Fiduciary?

An Ohana Fiduciary is a professional or organization entrusted to act in the best interests of a family or group, often managing assets, trusts, estates, or financial affairs. The term 'Ohana' is Hawaiian for 'family,' emphasizing a focus on family-centered fiduciary services. Ohana Fiduciaries are responsible for ethical decision-making, transparency, and loyalty to the beneficiaries, ensuring that all actions are taken for the benefit of the family or clients they represent.

What are the key skills and qualifications needed to thrive as a fiduciary, and why are they important?

To thrive as a Fiduciary, you need a solid understanding of financial management, trust and estate administration, and relevant legal/regulatory knowledge, often supported by certifications like CFP or CTFA. Familiarity with fiduciary software, accounting systems, and compliance tools is typically required. Integrity, discretion, and strong interpersonal skills distinguish successful fiduciaries, as they often manage sensitive matters for clients. These competencies ensure trustworthy, compliant, and effective stewardship of clients’ financial affairs.

What are some common challenges faced by professionals working in fiduciary roles at firms like Ohana Fiduciary?

Professionals in fiduciary roles often face the challenge of balancing the diverse interests of clients while maintaining strict compliance with legal and ethical standards. Staying updated with ever-changing financial regulations and documentation requirements is essential, as even minor oversights can have significant consequences. Additionally, effective communication and collaboration with legal, tax, and investment advisors are critical to ensure clients' assets are managed in their best interests. Building client trust and managing sensitive family dynamics can also be complex but are key to long-term success in these roles.

What is the difference between Ohana Fiduciary vs Financial Advisor?

AspectOhana FiduciaryFinancial Advisor
CredentialsFiduciary certification, compliance with fiduciary standardsCFP, CFA, or other financial planning certifications
Work EnvironmentTypically works with clients needing estate or trust managementProvides investment, retirement, and financial planning advice
Employer & IndustryFiduciary firms, trust companies, estate planning firmsFinancial planning firms, banks, independent advisory firms

Ohana Fiduciary and Financial Advisors both serve clients in financial planning, but fiduciaries like Ohana Fiduciary focus on acting in clients' best interests with a fiduciary duty, especially in estate and trust management. Financial Advisors may offer broader investment and retirement advice but are not always bound by fiduciary standards. Understanding these differences helps clients choose the right professional for their financial needs.

More about Ohana Fiduciary jobs

What cities are hiring for Ohana Fiduciary jobs?

Cities with the most Ohana Fiduciary job openings:

What states have the most Ohana Fiduciary jobs?

States with the most job openings for Ohana Fiduciary jobs include:

What job categories do people searching Ohana Fiduciary jobs look for?

The top searched job categories for Ohana Fiduciary jobs are:

Ohana Fiduciary jobs near you
Infographic showing various Ohana Fiduciary job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 72% Physical, 11% Hybrid, and 17% Remote job distribution, with an average salary of $105,943 per year, or $50.9 per hour.

Investment Officer

Central Pacific Bank

Honolulu, HI • On-site

$63K - $102K/yr

Full-time

Posted 8 days ago

Central Pacific Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

117th of 171 rated banks

Job description

Position Function:

The level of the position will be determined based on the candidate’s experience and qualifications.

This Investment Officer position is primarily responsible for discretionary investment management of agency and fiduciary account portfolios, relationship management (in conjunction with administrative officers), and marketing of investment services (philosophy, posture, outlook, process) to prospects and referral sources. Assist in the development, implementation and oversight of Division and Bank initiatives that advance sound business practices and enhance customer satisfaction.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities:

  • Use discretion in managing client investment portfolios, and develop and execute securities transactions on major securities exchanges, in accordance with department process and guidelines. Perform mandated Reg. 9 fiduciary investment reviews on assigned accounts. Participate in the management and growth of client relationships.
  • Market investment management services, either directly or through joint efforts to prospects and referral sources. Achieve assigned business development goals. Communicate Department investment posture, outlook and process to clients, prospects, and internal / external referral sources.
  • Interface with internal audit and regulators. Ensure work performed contributes to satisfactory ratings by consistently meeting or exceeding all internal and external regulatory and audit requirements. Keep abreast of regulatory and industry developments.
  • Provide guidance to the department and division team members. Assist with the development, implementation and adherence to Wealth Management Group policies, procedures, business practices and business standards. Assist with the oversight and development of products, services and processes.
  • Improve personal and professional status through education; must keep abreast of industry developments, external and internal regulatory requirements, bank policies, procedures and products/services.

Minimum Qualifications:

Education:

Investment Officer I and II:

  • Bachelor’s Degree from a 4-year university, preferably in Finance, Economics, or a related field required.

Experience:

Investment Officer I:

  • 4+ years of experience in experience in fiduciary investment management required. Advanced academic degree (Masters in Finance, Economics, or Mathematics) or professional designation (CFA, CIMA, etc.) qualify for one year of experience.

Investment Officer II:

  • 5+ years of experience in experience in fiduciary investment management required. Advanced academic degree (Masters in Finance, Economics, or Mathematics) or professional designation (CFA, CIMA, etc.) qualify for one year of experience.

Physical Requirements & Working Conditions:

  • Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
  • Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
  • Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
  • Must be able to read and understand bank-related documents.
  • Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

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