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Financial Planning Associate Jobs in Hawaii (NOW HIRING)

... Managers, Associate Event Managers and Administrative Assistants. Position oversees the ... Works with highly complex or high profile groups when financial impact will be significant. Leading ...

... Managers, Associate Event Managers and Administrative Assistants. Position oversees the ... Works with highly complex or high profile groups when financial impact will be significant. Leading ...

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Financial Planning Associate information

See Hawaii salary details

$14

$33

$70

How much do financial planning associate jobs pay per hour?

As of Sep 7, 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 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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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:

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

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

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.

Director of Finance | Queen Kapi'olani Hotel | Honolulu, HI | PM Hotel Group

PM Hotel Group

Honolulu, HI • On-site

$100 - $125/hr

Other

Posted 10 days ago


PM Hotel Group rating

7.4

Company rating: 7.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz


Job description

Director of Finance | Queen Kapi'olani Hotel | Honolulu, HI | PM Hotel Group

Job Category: Accounting & Finance

Requisition Number: DIREC019627

  • Posted : August 28, 2026
  • Full-Time
  • On-site
Locations

Showing 1 location

Description

PM Hotel Group is looking for a Director of Finance to oversee the accounting functions for the Queen Kapiolani Hotel and support the Hawaii Accounting teams.
Our unique and thoughtfully designed collection of boutique hotels, spas, and restaurants offer remarkable experiences across the United States. Through warm, welcoming and genuine service, our staff creates memorable lodging, dining and wellness for our guests. We pride ourselves on a collaborative workplace whose foundation is our staff, our guests and our communities. The success of our business begins and ends with you!
This position will be responsible for overseeing all functions of the Accounting Departments including directing, training and supervising all accounting-related activities and utilizing strategic thinking to maintain and develop managers and managers to achieve goals.
Key Responsibilities

  • Direct and oversee all accounting and financial operations for Queen Kapiolani Hotel.
  • Manage all hotel revenues, cash controls, banking relationships, and financial reporting activities.
  • Maintain strong internal controls and safeguard company assets.
  • Supervise and develop the Accounting Department, including Accounts Payable, Accounts Receivable, Payroll, and General Accounting.
  • Prepare and analyze monthly financial statements, forecasts, budgets, and variance reports.
  • Perform month-end closing procedures, balance sheet reconciliations, bank reconciliations, and account analyses.
  • Provide financial analysis and recommendations to the General Manager, and corporate leadership.
  • Assist department leaders in budget preparation and financial planning.
  • Ensure compliance with federal, state, local, brand, and company accounting policies and procedures.
  • Maintain accounting records, contracts, payroll documentation, and other financial files in accordance with company guidelines.
  • Hire, train, coach, evaluate, and develop accounting associates.
  • Support annual audits and respond to requests from ownership, auditors, and corporate accounting.
  • Complete special projects and assignments as requested by the General Manager or corporate leadership.
  • Support hotel safety initiatives and comply with all emergency procedures and hotel standards.

Required Qualifications

  • Bachelor’s degree in accounting, Finance, Business Administration, or 10 years previous hotel experience is required.
  • Minimum four years’ progressive hotel accounting management experience; luxury or full-service hotel experience preferred.
  • Brand and independent hotel experience preferred.
  • Advanced knowledge of hospitality accounting principles, budgeting, forecasting, payroll, and internal controls.
  • Experience managing month-end close, financial reporting, balance sheet reconciliations, and bank reconciliations.
  • Strong proficiency in Microsoft Office, particularly Excel.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Strong analytical, organizational, and problem-solving skills.
  • Self-motivated, goal-oriented, and capable of working independently.
  • Excellent written and verbal communication skills in English.
  • Flexible schedule, including evenings, weekends, and holidays as needed.

Desired Skills & Abilities

  • Strong leadership and team development skills.
  • Excellent interpersonal and relationship-building skills.
  • Ability to motivate staff and maintain high levels of productivity and morale.
  • Ability to interact effectively with individuals from diverse backgrounds.
  • Independent thinker with sound judgment and decision-making abilities.
  • Exceptional attention to detail, accuracy, and follow-through.
  • Ability to work under pressure and manage multiple projects simultaneously.
  • Ability to resolve challenges in a professional, diplomatic manner.
  • Strong work ethic, professionalism, and integrity.
  • Team-oriented with a willingness to support operational needs.
  • Possess a courteous, friendly, and professional manner.
  • Reliable attendance and punctuality.
  • The projected annual salary range for this position is between $95,000 and $105,000.00. Actual pay is based on several factors, including but not limited to the applicant’s: qualifications, skills, expertise, education/training, certifications, and other organization requirements. Starting salaries for new associates are frequently not at the top of the applicable salary range.

Why Join Us?

  • This is an exciting opportunity to lead and inspire a dynamic team in one of the most iconic travel destinations in the world. As the Director of Finance, you will play a pivotal role in the success of our properties and driving the future of our brand in Waikiki.

Customer Satisfaction:

  • Our customers are what we are about. One of the keys to a positive guest experience is positive interaction with PM Hotel Group staff. It is essential that you remain professional at all times, and that you treat all guests and associates with courtesy and respect, under all circumstances. Every PM Hotel Group associate is a guest relations ambassador, every working minute of every day.

Work Habits:

  • In order to maintain a positive guest and associate experience, your work habits should always meet and strive to exceed hotel standards for work procedures, dress, grooming, punctuality and attendance. You should be adaptable to change in your work area and in hotel procedures with a willingness to learn new skills and/or improve existing ones, have the ability to solve routine problems that occur on the job, and ask for help whenever you are not sure how to do something.

Safety & Security:

  • The safety and security of our guests and associates is of utmost importance to PM Hotel Group. Every PM Hotel Group associate should adhere to the hotel security policies and procedures, particularly regarding key controls, lifting heavy objects, using chemicals, and effectively reporting safety hazards and safety concerns.

NOTE:

This description excludes non-essential and marginal functions of the position that are incidental to the performance of the fundamental job duties. Furthermore, the specific examples in each section are not intended to be all-inclusive. Rather, they represent the typical elements and criteria considered necessary to perform the job successfully. Other job-related duties may be assigned by the associate’s supervisor. Furthermore, this description is subject to change, at the sole discretion of the Company, and in no way creates an employment contract, implied or otherwise; each associate remains, at all times, an “at will” associate.

Team Player

Works well as a member of a group

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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