EMPLOYMENT OPPORTUNITY:  Client Services Specialist - Finance CFP(R) Track

Andrews Advisory Associates, LLC is a fee-only Registered Investment Adviser firm located in downtown Honolulu.  We are currently seeking a Client Services Specialist who preferably has a Bachelor's Degree in Finance - or who is close to obtaining one.  The ideal candidate has already completed most or all of the education courses required for the Certified Financial Planner (TM) Professional Designation, and has already passed the exam or is ready to take the exam in the next year.

This position is salary-based and full-time.  We provide a friendly boutique, small-firm environment backed by powerful custodial support from Charles Schwab and other firms.  We offer flexible work hours and excellent benefits.  The ideal candidate wants to improve every aspect of the business.  They should be prepared to speak with clients on the phone and learn to conduct meetings and educational seminars.  They must possess the highest ethical standards as a fiduciary, placing the clients’ best interests above their own.  They need excellent written and verbal communication skills, accurate typing and spelling, and careful attention to detail.  They must be familiar with Microsoft Office.  A clean background check is needed.  We provide financial assistance for obtaining licenses and credentials.  There is ample opportunity to advance to Lead Adviser or even Partner. 

Our company culture is based on service first:

  • As fiduciary, fee-only advisers, we have the freedom to place clients’ best interests first – above our own.
  • We have peace of mind knowing we are managing our clients’ financial well-being in the best way we know how.
  • No one in our company is involved in commission-based sales – our only compensation is management fees for advice.
  • There are no high-pressure sales tactics – we focus on providing excellent service to our existing clients first.
  • Our webinars and events are focused on personal finance education to give back to the community – not on sales.
  • We encourage work-life balance.  We rarely expect team members to be “on-call” or work outside of normal business hours.

We provide generous benefits in addition to salary-based compensation.  These may include:

  • Flexible start times and hours
  • Potential partial remote work opportunities after the initial training period
  • Participation in a self-directed 401(k) with safe-harbor matching contributions up to 4% of gross pay
  • Additional profit-sharing contributions may be added on a discretionary basis
  • Premier Kaiser Permanente health insurance – premiums are fully paid by the company
  • Gym membership included – free if you use it 45 days a year (see Kaiser Permanente Fit Rewards)
  • Flexible Paid Time Off (PTO) program up to 18+ days a year
  • Paid Holidays (up to 13 per year)
  • Weekly paid company lunches with educational team meetings
  • Invitations to industry-related social events
  • Field trips to fun, educational locations on Oahu or neighbor islands
  • Parking may be provided - if available within the building (spaces are limited)
  • A bus pass reimbursement will be provided if parking is not available
  • Mileage reimbursement for company business (very little driving is involved)
  • Comfortable, air-conditioned office workstation with everything you need to work efficiently
  • Full-time IT Support for any technology question or need you may have during all business hours
  • Reimbursement for the cost of coaching and obtaining professional designations – when successfully completed
  • BONUS Paid travel expenses to attend industry conferences – after reaching employment goals

(These benefits are not guaranteed, and are subject to change at any time)

Some basic starting duties of the Client Services Specialist include:

  • Warmly greet clients and guests
  • Answer the general line phone (we have an auto-attendant system)
  • Prepare and process paperwork for client and prospect meetings
  • With the Adviser, attend client meetings to take notes
  • Speak with clients on the phone regarding distributions and other simple requests
  • Prepare and print mail merge documents
  • Enter data and maintain CRM (client relationship manager) software
  • Send out Zoom webinar invites & track responses
  • Be willing to complete any task – no matter how humble – to help maintain a clean and comfortable office environment


How to apply for the position:

E-mail your résumé and cover letter with the title “Client Services Specialist” to Operations Manager Cindy Ginoza,

All inquiries will be held in the strictest confidence.