Wealth Advisor Associate

Company Description

INPAC Wealth Solutions specializes in crafting personalized investment strategies tailored to the unique goals and situations of each client. With a forward-looking approach, we combine lessons from the past with the flexibility to adapt to future changes and opportunities. Our mission is to design financial plans that are robust and enduring, enabling clients to “Dream – Plan – Live.” Headquartered in Honolulu, HI, we are committed to empowering individuals and families to achieve financial security and prosperity.

Role Description

This is a full-time, on-site role located in Honolulu, HI for a Wealth Advisor Associate. The role involves supporting clients with financial planning, investment strategy development, and analysis to achieve their financial goals. Responsibilities include conducting detailed financial assessments, maintaining strong client relationships through effective communication, and executing detailed, compliance related, documentation. The Wealth Advisor Associate will support the Wealth Advisor in various aspects of market development and client experience.

Required Qualifications

• Must have the following certifications: SIE, Series 7, and Series 66
• At least 1-year in Financial Planning, Wealth Management or Finance
• Strong Communication and relationship-building skills
• Foundational knowledge in Finance and investment management principles

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Well-developed Analytical Skills and expertise in financial data interpretation
• Ability to thrive in a dynamic, team-oriented environment
• Attention to detail and a high level of professionalism

Compensation & Benefits

(commensurate with experience)

• Full Medical, Dental, and Vision coverage.
• 401(k) with employer match after 12 months.
• Monthly parking at Topa Tower.
• Employee rate for INPAC Wealth services.
• 10 days annual PTO (accrued).
• 19 paid holidays annually