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Wealth Associate Jobs in Hawaii (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Honolulu, HI · On-site

$80K - $99K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this role ends on May 31, 2027. Work You'll Do As a Tax Senior in our Private Wealth Tax practice, you ...

Poolcorp

Warehouse Associate

Kailua Kona, HI · On-site

$23 - $26/hr

The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...

Pool Corporation

Warehouse Associate

Kailua, HI · On-site

$23 - $26/hr

The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...

SCP Distributors LLC

Warehouse Associate

Kailua Kona, HI · On-site

$23 - $26/hr

The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...

T-Mobile

Mobile Associate - Retail Sales

Honolulu, HI · On-site

$20.50/hr

Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee ... Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for wealth associate in Hawaii is $20.64, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $21.49 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the key skills and qualifications needed to thrive as a wealth associate?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the most commonly searched types of Wealth jobs in Hawaii?

The most popular types of Wealth jobs in Hawaii are:

What cities in Hawaii are hiring for Wealth Associate jobs?

Cities in Hawaii with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Hawaii as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $42,937 per year, or $20.6 per hour.

Wealth Client Experience Associate

711 MS Smith Barney, LLC

Honolulu, HI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Morgan Stanley in Honolulu seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by nurturing client relationships and handling everyday requests. The role requires knowledge of financial services products, strong MS Office skills, and excellent client service. Ideal candidates hold Series 7/66 or 63/65 and have 2+ years in the industry, with a high school diploma or college degree preferred.

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