ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Hawaii (NOW HIRING)

Bank of Hawaii

Financial Advisor Associate

Honolulu, HI · On-site

$44K - $76K/yr

Knowledge of life insurance products, strategies, and financial planning preferred. CFP certification preferred. * Proficiency with personal computers in a networked environment and Microsoft ...

Analytic Services Inc

Exercise Planner

Honolulu, HI · On-site

$90K - $145K/yr

Bachelor's degree, will consider associates degree with an additional three (3) years of practical ... ANSER provides employees benefits to support all aspects of their life including health, financial ...

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Hawaii

Associate Financial Planner information

See Hawaii salary details

$47.3K

$87.2K

$116.9K

How much do associate financial planner jobs pay per year?

As of Jul 30, 2026, the average yearly pay for associate financial planner in Hawaii is $87,174.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,900.00 and $103,900.00 per year, depending on experience, location, and employer.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Hawaii? The most popular types of Financial Planner jobs in Hawaii are:
What are popular job titles related to Associate Financial Planner jobs in Hawaii? For Associate Financial Planner jobs in Hawaii, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Hawaii look for? The top searched job categories for Associate Financial Planner jobs in Hawaii are:
What are popular job titles related to Associate Financial Planner jobs in HI? For Associate Financial Planner jobs in HI, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Hawaii as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $87,174 per year, or $41.9 per hour.

Associate Financial Advisor - Investment Services

American Savings Bank

Honolulu, HI • On-site

$43K/yr

Full-time

Re-posted 10 days ago

American Savings Bank rating

8.5

Company rating: 8.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

33rd of 170 rated banks

Job description

**This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000 and high performers can expect a generous and competitive monthly incentive and annual payout.**


Primary Purpose of Job

Works collaboratively with a Financial Advisors (FAs) and Sales Manager to proactively grow and service an existing client base, along with developing new clients.

Major Job Accountabilities

  • Develops, recommends and implements a financial plan with investment strategies that incorporate investments and insurance products (including advisory, mutual funds, annuities, equities, fixed income investments, life insurance, etc.) tailored to specific client needs and goals.
  • Takes lead from Sales Manager and other Financial Advisors, who serve as co-mentors to AFA.
  • Develops and executes business plan in assigned territory in conjunction with the FA and Sales Manager.
  • If applicable, works with assigned FA with their existing book of business: taking over smaller clients of the FA while also building their own business in assigned branches based on client segmentation thresholds as determined by management. Attends client meetings and deepens new and existing client relationships by uncovering additional business opportunities in alliance with the FA(s) to close the business.
  • Generates referrals from networking with branch and business partners (i.e. Home Loans, Business Banking).
  • Conducts seminars/presentations to grow the business and solicits prospective customers for investment and insurance products and services in assigned branches.
  • Conducts branch meetings and training with LBE and branch teammates on a regular basis for all assigned branches to mine business opportunities for both FA as well as AFA.
  • Identifies leads and actively generates ideas to connect with current and prospective clients. Contacts all assigned leads and branch referrals for appointments and sales presentations. Tracks and reports results to branches and/or management.
  • Meets production and revenue goals as determined by management. Attends coaching and training sessions with Sales Manager and FAs to improve sales skills and industry knowledge.
  • Determines customer suitability for investment and insurance products by using the financial profile worksheet or its equivalent and analyzing the customer’s financial status.
  • Assists with Licensed Sales Assistant duties and responsibilities as necessary.
  • Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards.


Experience Required

Minimum two (2) years of Direct sales experience in the Securities and/or insurance industry.

Required Skills or Training

  • Understanding of and compliance with all aspects of ASB & Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales.
  • Willingness to be coached and learn sales strategies and financial planning concepts.
  • Able to work during the business hours of assigned bank branches.
  • Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups
  • Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines.

Professional Certifications, Licenses, and/or Registration Requirements

  • Holds current Hawaii Life and Health licenses and SIE, 7, and 66 securities registrations.
  • Valid US Driver’s License and access to a personal vehicle is preferred.

EOE, including disability/veterans

At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!

What American Savings Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom