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Associate Financial Planner Jobs in Hawaii (NOW HIRING)

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

Retail Operations Manager

Honolulu, HI · On-site

$19.54 - $29.54/hr

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

Retail Operations Manager

Honolulu, HI · On-site

$19.54 - $29.54/hr

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

Retail Operations Manager

Honolulu, HI · On-site

$19.54 - $29.54/hr

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

Develop relationships with corporate departments including Leasing, Accounting, Finance, Marketing ... Family planning assistance including IVF, surrogacy, and adoption options * Wellness and mental ...

Assoc Mgr, General

Honolulu, HI · On-site

$75K - $110K/yr

Develop relationships with corporate departments including Leasing, Accounting, Finance, Marketing ... Family planning assistance including IVF, surrogacy, and adoption options * Wellness and mental ...

Showing results 41-60

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.

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:

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.

State and Local Government Associate Director - Hawaii

Guidehouse

Honolulu, HI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 27 days ago


Guidehouse rating

8.0

Company rating: 8.0 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

33rd of 72 rated business consultants


Job description

Job Family:
Management Consulting
Travel Required:
Up to 25%
Clearance Required:
None
What you will do:
Guidehouse is seeking a Associate Director to join its State and Local Government Practice in or near Honolulu, Hawaii. This is a leadership role for a proven consulting executive who combines strong technology acumen with a demonstrated track record of originating revenue, expanding accounts, and delivering complex engagements with excellence.
Guidehouse is making a strategic investment in Hawaii. This Associate Director will enhance our Honolulu presence, including recruiting, executive visibility and sustained client engagement. This role requires a balance of client-facing leadership, hands-on delivery oversight, and business development. The ideal candidate is comfortable operating as a trusted advisor to senior executives while also mentoring teams and shaping market offerings.
Key responsibilities include:
  • Build, manage, and grow a sustainable and expanding Hawaii-based book of consulting business aligned with Guidehouse's strategic priorities
  • Demonstrate understanding of Hawaii's unique operating environment, including geographic distribution, inter-island coordination, and resource constraints
  • Incorporate culturally aware engagement approaches that reflect Hawaii's values, community priorities, and stakeholder expectations
  • Experience leading large-scale, multi-agency transformation programs and PMO functions
  • Oversight of complex governance structures, executive steering committees, and risk/issue management
  • Experience managing system integrators and multi-vendor environments
  • Ability to operate effectively in politically sensitive environments and build consensus across diverse stakeholder groups
  • Experience supporting cabinet-level or executive leadership decision-making
  • Develop and maintain executive-level client relationships, serving as a trusted advisor to senior leaders
  • Lead business development efforts including opportunity identification, proposal development, pricing, negotiation, and deal closur
  • Act as an engagement executive for complex, technology-enabled consulting projects, ensuring high-quality delivery and client satisfaction.
  • Manage quality control for project deliverables and work product consistent with Guidehouse quality requirements
  • Provide strategic direction and oversight for initiatives such as technology modernization, systems implementation, digital transformation, data and analytics, and enterprise platforms
  • Translate technology concepts into clear business value for non-technical stakeholders
  • Contribute to go-to-market strategies, account planning, and the development of new service offerings
  • Recruit, mentor, and develop consulting talent while fostering a collaborative, high-performance culture
  • Support overall practice operations including financial performance, utilization, and resource planning
  • Work closely with our teaming partners and execute joint go-to-market plans

What You Will Need:
  • Bachelor's degree from an accredited college/university
  • Minimum of 7+ (SEVEN) years relevant work experience
  • Experience with enterprise platforms and implementations such as ERP (financials, procurement, budgeting), HCM, grants management systems, or other enterprise platforms, including integrations and data conversion
  • Experience with core and emerging technologies such as Cloud, Artificial Intelligence (AI), and enterprise platforms (Salesforce, ServiceNow, Power Apps, Workday)
  • Strong leadership, communication, and collaboration skills with the ability to influence stakeholders at all levels
  • Demonstrated experience engaging senior agency leadership within Hawaii state government in complex or high-visibility initiatives
  • Ability to operate effectively in a leadership role that balances sales, delivery, and people management
  • Critical thinking to solve problems and develop innovative solutions to clients' management and operational challenges
  • Proven abilities as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; participating in various staff recruitment and retention activities; and coaching staff
  • Excellent oral and written communication skills
  • Strong analytical and problem-solving skills
  • Ability to travel to client locations, Guidehouse Office locations and as needed to support business development activities within the State of Hawaii and the West
  • Familiarity with State and Local Government structures, processes, procurement processes, contract vehicles, and network
  • Technology and Management Consulting skills such as project management, financial modeling, operational modeling, process improvement, and stakeholder management
  • No sponsorship is available for this position

What Would Be Nice to Have:
  • Direct leadership of enterprise platform implementations such as ERP (financials, procurement, budgeting), HCM, or comparable system
  • Master's Degree, MPP or MPA (including MBA or equivalent
  • Track record of building or scaling consulting offerings or practices
  • Experience representing a firm through thought leadership, industry events, or executive briefings
  • Experience facilitating meetings and public speaking with large groups.
  • Relevant certifications such as PMP or SAFe Agilist

#LI-DNI
The annual salary range for this position is $135,000.00-$225,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
  • Medical, Rx, Dental & Vision Insurance
  • Personal and Family Sick Time & Company Paid Holidays
  • Position may be eligible for a discretionary variable incentive bonus
  • Parental Leave and Adoption Assistance
  • 401(k) Retirement Plan
  • Basic Life & Supplemental Life
  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
  • Short-Term & Long-Term Disability
  • Student Loan PayDown
  • Tuition Reimbursement, Personal Development & Learning Opportunities
  • Skills Development & Certifications
  • Employee Referral Program
  • Corporate Sponsored Events & Community Outreach
  • Emergency Back-Up Childcare Program
  • Mobility Stipend

About Guidehouse
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

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