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Associate Financial Planner Jobs in Hawaii (NOW HIRING)

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 ...

Deloitte

Tax Senior - Private Wealth

Honolulu, HI · On-site

$80K - $99K/yr

Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, JD, or LLM * Prior Big 4 experience * Strong verbal and written communication skills; strong listening, interpersonal, and ...

The Crescent Hotels Group

Director of Finance

Honolulu, HI · On-site

$140 - $160/hr

... planning to safeguard owners' assets. Responsibilities * Evaluate the financial impact on business ... Exceptional benefit plan for eligible associates and family members. * 401(k) matching program for ...

Crescent Hotels

Director of Finance

Honolulu, HI

$140K - $160K/yr

More than that, we know our associates are the shining stars of what we do! We understand what it ... Evaluate the financial impact on business decisions. * Ensure that all levels of management are ...

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Showing results 21-40

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 Aug 19, 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 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.

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.

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.

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 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.

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 August 2026, with employment types broken down into 94% Full Time, 3% Part Time, and 3% Contract. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $87,174 per year, or $41.9 per hour.

Exercise Planner

Analytic Services Inc

Honolulu, HI • On-site

$90K - $145K/yr

Full-time

Medical, Life

Re-posted 3 days ago

Job description

Company Overview:
ANSER enhances national and homeland security by strengthening public institutions. We provide thought leadership for complex issues through independent analysis, and we deliver practical, useful solutions. ANSER values collaboration, integrity, and initiative and we are client focused in all that we do. Because we were established for the purpose of public service and not for profit, we measure our success in the impact of our service.
Position Summary:
ANSER is seeking an Exercise Planner (senior or mid-level) to support MARFPRPAC, PACAF or other military program leadership and participation in USMC or Air Force orJoint and Combined training and exercises events in the INDOPACOM AOR and beyond. You will support Joint Chiefs of Staff, CCMD, or Headquarters (HQ) and Subordinate/Component exercises, engagements and assigned operations.
Day to Day Responsibilities:
  • Plan and coordinate Field Training Exercises (FTXs), Command Post Exercises (CPXs), Tabletop Exercises (TTX), Senior Leader Seminars (SLS) and training events that prepare tactical, operational, and strategic forces for possible future contingencies
  • Plan exercise operations and logistics using an analysis of exercise objectives & tasks, MARFORPAC unit capabilities, deployment requirements, forward operating location assessments, and resource constraints
  • Support exercise planning across the Joint Event Life Cycle
  • Participate in planning meetings and develop and present plans documentation
  • Assist in observer/controller activities and document lessons learned for after action reporting
  • Support exercise database management and updates via JTIMS and other DOD applications
  • Provide JOPES, DCAPES and TPFDD support as needed
  • Support training plans and program development
  • Support Theater Security Cooperation plans and activities

Required Qualifications:
  • Active Top Secret security clearance with SCI eligibility
  • Bachelor's degree, will consider associates degree with an additional three (3) years of practical experience
  • 4+ years of relevant experience at Higher Headquarters organization (e.g. MAJCOM, equivalent, or above)
  • Possess a working knowledge of the Pacific theater, and an understanding of the relationships and general interactions between each nation within
  • Experience as a staff-level exercise planner, and experience planning/executing CPXs/FTXs within the INDOPACOM AOR (preferred)
  • Operational and/or logistical experience in the Asia-Pacific Theater and supporting Theater Security Cooperation efforts (preferred)
  • Knowledge of the operational and logistical support required for exercises, deployments, and mobilizations and familiar with TPFDD nomenclature

Preferred Qualifications:
  • Strong interpersonal/social skills; proven staff officer/contractor support excellence
  • Exceptional written and verbal communication skills

Individual salaries are determined by a variety of factors including but not limited to: business considerations, local market, internal equity, candidate qualifications such as skills, education and experience. ANSER provides employees benefits to support all aspects of their life including health, financial and well-being. For more information, please visit: http://www.anser.org
Full-Time Salary Range for this position:
$90,000-$145,000 USD
In compliance with the Americans with Disabilities Act (ADA), if you have a disability and would like to request an accommodation in order to apply for a position with ANSER, please call 703-416-2000 or e-mail Recruiting@anser.org
ANSER is proud to be an Equal Opportunity Employer. We seek individuals from a broad variety of backgrounds with varying levels of experience who have a desire to do meaningful work. We recruit, employ, train, compensate, and promote regardless of race, color, gender, religion, national origin, ancestry, disability, age, veteran status, sexual orientation, or any other characteristic protected by law.

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