ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Hawaii

next page

Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Hawaii

Associate Financial Representative information

See Hawaii salary details

$10

$27

$68

How much do associate financial representative jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate financial representative in Hawaii is $27.34, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $26.73 per hour, depending on experience, location, and employer.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the most commonly searched types of Financial Representative jobs in Hawaii?

The most popular types of Financial Representative jobs in Hawaii are:

What are popular job titles related to Associate Financial Representative jobs in Hawaii?

For Associate Financial Representative jobs in Hawaii, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Hawaii look for?

The top searched job categories for Associate Financial Representative jobs in Hawaii are:

What cities in Hawaii are hiring for Associate Financial Representative jobs?

Cities in Hawaii with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Hawaii as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $56,861 per year, or $27.3 per hour.

Associate Sales Representative - Remote

Stratford Davis

Honolulu, HI • Remote

$85K - $150K/yr

Full-time

Medical, Dental, Vision, Life

Posted 2 days ago

New

Job description

Kickstart your professional journey in a flexible role focused on helping families protect and grow their financial well-being. As an Associate Sales Representative, you will work remotely to connect with prospective clients, assess their goals, and guide them toward smart financial choices. Using our proven toolkit and resources, you'll craft customized plans designed to deliver lasting stability.
This role gives you total flexibility in how you manage your day, combined with uncapped earning potential. You won't be on an island either - you’ll get structured onboarding, direct mentorship, and steady support to help you get up to speed quickly. Your success here depends on your work ethic, your commitment, and your ability to build solid relationships.

  • Business Development: Reach out to potential clients through proactive communication, referrals, and networking channels.


  • Online Consultations: Hold remote video calls to evaluate financial situations and map out client targets.


  • Tailored Proposals: Create and share individualized options that fit each client's unique circumstances.


  • Client Retention: Stay connected with your client base over time to offer continuous advice and support.


  • Skill Development: Learn about updated products, regulations, and market trends through continuous internal training.


  • Ethical Execution: Treat every client interaction with total transparency, accountability, and professional care.


  • Client-First Mindset: You care about making a positive impact on people's financial lives.


  • Strong Interpersonal Skills: You're a clear communicator who connects well with people on the phone or over video.


  • Goal-Oriented Approach: You like taking ownership of your work and excel in a performance-driven pay structure.


  • Self-Discipline: You can manage your calendar independently and stay focused in a remote environment.


  • High Integrity: You hold yourself to high ethical standards and make sound decisions.


  • No Prior Experience Necessary: Previous experience in client relations or retail is nice to have, but not mandatory - we provide full training to the right applicant!


  • Uncapped Commission Earnings: 100% performance-based payout plan - your income grows directly alongside your results.


  • Full Remote Autonomy: Work from home with complete control over your daily routine.


  • Guided Onboarding: Access clear training programs, direct mentor support, and ongoing career advancement resources.


  • Great Culture: Work alongside colleagues and mentors who are invested in seeing you grow.


  • Insurance Packages: Life insurance coverage along with direct access to health exchange plans (medical, dental, and vision).


  • Performance Bonuses: Opportunities for quarterly bonuses, volume incentives, and top-performer recognition.


  • Incentive Travel: Qualify for sponsored trips, retreats, and special travel perks based on your results.


If you're eager to build a rewarding career on your own schedule, send us your resume and a short note introducing yourself. Shortlisted applicants will be contacted for an initial screening call!