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Financial Planning Associate 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 ...

Corebridgefinancial

Financial Advisor - Honolulu, HI

Honolulu, HI · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are an industry-leading provider of financial planning tools for community members who work in ... This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Hawaii

Financial Planning Associate information

See Hawaii salary details

$14

$33

$70

How much do financial planning associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for financial planning associate in Hawaii is $33.21, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $35.72 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Hawaii as of August 2026, with employment types broken down into 100% Full Time. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $69,072 per year, or $33.2 per hour.

Associate Financial Advisor - Kahului, HI

Edward Jones Careers

Kahului, HI

Full-time

Posted 29 days ago

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 256 frontline employees who took The Breakroom Quiz

61st of 150 rated financial services

Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. 
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes. 
 
What you'll do? 

  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities 

  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities 

  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance 

  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve 

  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience 

What Edward Jones employees say

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