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Ohana means family in Hawaiian, which is how we treat our clients and team members alike. This is why our clients love and rave about us – probably just like yours do!

But do YOU love where you are right now? If not, why are you still there? Is your current firm limiting your fiduciary capacity to serve your clients to the best of your ability? Is someone else in charge of what your skills are worth? Are you a solo practice and miss collaborating with other advisors to bring great solutions to the table to better serve your clients? If you answered yes to any of this above, or even maybe, keep reading.

We are looking for exceptional CFP® Professionals who want to take their practice to the next level and have a feeling of freedom with a strong purpose of making a difference in the lives of their clients — and your own as well.



  • Minimum three (3) years experience.

  • Bachelors degree or masters degree.

  • Competency in the seven (7) areas of financial planning.

  • Experience preparing and implementing Financial Plans, Quarterly Reviews, and Annual Updates.

  • Great people skills, including the ability to work in a diverse and entrepreneurial environment.

  • Emotional maturity, self confidence, accountable, and humble.

  • Integrity (a clean U4 is an absolutely must), competence and creativity.

  • Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude.


What We Offer

  • Flexible and enjoyable work environment.

  • Transition that feels like a promotion rather than commotion.

  • Integrated software CRM with billing and performance reporting.

  • Competitive payouts and best-in-class career development.



 Please send your resume to and a team member will reach out to schedule an informal discussion with one of the Principals.

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