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Associate Financial Representative Jobs in Hawaii

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Associate Financial Representative information

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$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:

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.

Customer Service Rep I (Kapiolani Branch)

First Hawaiian, Inc.

Honolulu, HI • On-site

$19 - $22.50/hr

Full-time

Re-posted yesterday


First Hawaiian Bank rating

8.2

Company rating: 8.2 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

51st of 171 rated banks


Job description

First Hawaiian Bank is currently seeking a highly engaging, customer-focused, goals-driven, Customer Service Representative I to join our Kapiolani Branch on Oahu.

Compensation

The hourly pay range for this role is $19.00 - $22.50/per hour, commensurate with experience; plus sales incentives.

Work Schedule

Monday - Friday 8:00AM - 4:30PM; Saturday on a rotation basis 8:30AM - 1:30PM (hours may vary)

The ideal candidate will have:

  • Associates degree in business and/or equivalent work skills required. Upon acceptance into the position, mandatory completion of FHB CSR School.
  • Minimum of 2 years as a commercial savings teller in a financial institution (i.e., within FHB, minimum two years teller/clerk teller experience) or two years in a retail sales environment selling products and services.
  • Strong verbal and interpersonal communication skills required to perform sales presentations to individuals and groups.
  • Ability to use judgement and discretion regarding customer transactions and confidential information required.
  • PC skills in word processing required.
  • Must be able to type 35wpm.

In this role, you will provide quality customer service to bank customers both inside and outside the branch, promoting the Bank's products and services which includes informing the customer of benefits and features, act as an initial contact for referral of the customer to personal bankers and specialized areas of the bank such as consumer and commercial loans, credit cards etc., while always projecting a professional image and appearance as a representative of the Bank.


What First Hawaiian Bank employees say

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