Wealth Management Associate

2 weeks ago


Honolulu, Hawaii, United States INPAC Wealth Full time
About INPAC Wealth

INPAC Wealth is a forward-thinking, independent wealth management firm dedicated to making a positive impact on our clients' lives. Founded in 2013, we build lifelong partnerships with our clients, grounded on flexible, holistic plans focused on their "Dreams."

What We're Looking For

We're seeking highly competent individuals with strong integrity in their professional conduct. Adaptable, change-welcoming individuals who thrive in dynamic work environments are ideal. Continuous learners with intellectual curiosity who strive for constant growth and inspire others are also a great fit.

Key Responsibilities

The Wealth Advisor Associate supports the Principal Wealth Advisor by guiding clients through the INPAC WEALTH Client Experience. Together, they create customized, resilient, and adaptable financial plans to fit each client's specific needs now-and in the future. After implementing their plan, our Wealth Advisor Associate will continually review them to ensure that each client's plan grows and changes with them.

Requirements

Bachelor's Degree in Business preferred, but not required. Full-time schedule, Monday to Friday, 8:00am to 4:00pm. In-person work required. Comprehensive medical and dental benefits, 19 paid holidays, and paid time off.



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