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Wealth Associate Jobs in Hawaii (NOW HIRING)

Focus Partners Wealth

$57K - $77K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

$58K - $78K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Waipahu, HI · On-site

$58K - $78K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Honolulu, HI · On-site

$57K - $77K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Mililani, HI · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Pearl City, HI · On-site

$60K - $80K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

$60K - $81K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Deloitte

Tax Senior - Private Wealth

Honolulu, HI

$80K - $99K/yr

What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ...

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Wealth Associate information

See Hawaii salary details

$11

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$34

How much do wealth associate jobs pay per hour?

As of Jul 26, 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 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 key skills and qualifications needed to thrive as a Wealth Associate, and why are they important?

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 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 July 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $42,937 per year, or $20.6 per hour.
Wealth Service Specialist

Wealth Service Specialist

First Hawaiian, Inc.

Honolulu, HI

$16.33 - $23.42/hr

Full-time

Posted 4 days ago

First Hawaiian Bank rating

8.2

Company rating: 8.2 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

53rd of 170 rated banks

Job description

We are currently seeking an analytical, engaging, detail-oriented Wealth Service Specialist I (Oahu) to join our Wealth Advisory Division - FHA Team. In this role, you will provide hands-on operational activities on a daily basis and managing day to day processing of securities, annuities, and insurance trades. Work closely with Wealth Advisors, Wealth Assistants, WAD-Call Center, and Compliance. Work under the close direction of Senior personnel in the functional area.

Work Schedule

Monday-Friday 8:00am - 5:00pm (Hours may vary)

Compensation

The hourly salary range for this role is $16.33 - $23.42/hour; commensurate with experience.

The ideal candidate will have:

  • High School diploma or equivalent required.

  • Associate's degree in business or related field preferred.

  • 3 years of experience in office administration required (Associate's/Bachelor's degree in a business-related field will be considered in lieu of work experience).

  • Experience in investments and/or insurance industry preferred.

  • Able to work independently and manage routine projects.

  • Able to be a team player in order to establish strong branch and program relationships.

  • Able to learn new computer databases, programs and processes.

  • Analytical and research skills.

  • Bank product and service knowledge.

  • Customer service skills.

  • Excellent verbal and written communication skills.

  • Excellent telephone skills.

  • Personal computer skills.

  • Planning, scheduling and organizational skills.

In this role, you will provide hands-on operational activities on a daily basis and managing day to day processing of securities, annuities, and insurance trades. Work closely with Wealth Advisors, Wealth Assistants, WAD-Call Center, and Compliance. Work under the close direction of Senior personnel in the functional area.

What First Hawaiian Bank employees say

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