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Wealth Management Associate Jobs in Hawaii (NOW HIRING)

EA Buck Insurance Inc

Office Coordinator (Denver Area)

Honolulu, HI · On-site

$17.75 - $23.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are a forward-thinking wealth management firm that is seeking an Office Coordinator to join our ... Associates degree or above Additional Expectations : * Highly motivated and deadline driven

PenFed Credit Union

Retail Banker

Honolulu, HI

$22 - $25/hr

... ownership, wealth management, financial education, and managing debt. * Establish solid ... Associate Degree in a related field such as business management, business administration, or ...

PENFED Credit Union

Retail Banker

Honolulu, HI · On-site

$22 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... ownership, wealth management, financial education, and managing debt. * Establish solid ... Associate Degree in a related field such as business management, business administration, or ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Hawaii

Wealth Management Associate information

See Hawaii salary details

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How much do wealth management associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for wealth management 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 are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

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

The most popular types of Wealth Management jobs in Hawaii are:

What cities in Hawaii are hiring for Wealth Management Associate jobs?

Cities in Hawaii with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Hawaii as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $42,937 per year, or $20.6 per hour.

Office Coordinator (Denver Area)

EA Buck Insurance Inc

Honolulu, HI • On-site

$17.75 - $23.75/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Job description

E.A. Buck and Federal Benefits Made Simple has dual headquarters in Colorado and Hawaii. We are a forward-thinking wealth management firm that is seeking an Office Coordinator to join our expanding team for each of our locations in Lakewood and Westminster, CO. The ideal candidate will be highly organized, have an eye for detail and work with a sense of urgency. Ability to work autonomously but also thrive in a highly collaborative corporate culture is a must. Candidate will be based in Colorado.

NOTE: Only people currently living in Colorado will be considered for this role.

Responsibilities:

  • Office Management – set up and train new employees on administrative tasks; serve as primary point of contact for management of the office; assist receptionist with answering phones, scheduling appointments, pulling files and scanning documents.
  • Client Service – understand the firm’s financial solutions, respond to client questions, process documents, call financial vendors, and track money movement.
  • Technology – assist in managing and maintaining software, hardware and CRM, and serve as the onsite go-to person for technically related questions and issues.
  • Marketing Operations – help implement corporate marketing strategies, including setting up webinars, maintaining monthly inventory of event equipment and supplies, and coordinating invitations to prospects.
  • Problem solve one-off challenges and educate team members on updated solution and process.
  • Organize and oversee special projects.

Minimum Job Requirements:

  • Three years of financial industry experience preferred
  • Series 65 or comparable licenses preferred
  • Advanced computer skills
  • Associates degree or above

Additional Expectations:

  • Highly motivated and deadline driven
  • Ability to organize and prioritize tasks
  • Holds self and others accountable for ensuring that results are achieved
  • Strong communication skills
  • Detail oriented

Salary / Benefits Package:

  • Salary to be negotiated based on experience
  • Full benefits package includes health, dental and vision insurance, 401k with generous matching, company profit sharing, parking allowance, and paid vacation and holidays

Monday - Friday Daytime Business Hours
This is a full-time position.