Associate Financial Planner

ZipRecruiter; Greenville (SC); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial planning firm in Greenville, SC is seeking an Associate Financial Planner. The role includes preparation of financial plans, participation in client meetings, and providing exceptional client service. Looking for a candidate with a degree in finance and strong analytical skills, who thrives in a team-focused environment.

Benefits

Competitive salary based on experience

Career development opportunities

Comprehensive benefits package

Paid time off

Team-oriented culture

Qualifications

• 1-3 years of experience in financial planning or client service.
• Strong analytical and communication skills.
• Familiarity with tools like eMoney or MoneyGuidePro is a plus.

Responsibilities

• Assist in client meetings, data gathering, and plan updates.
• Develop financial plans and cash flow analyses.
• Respond to client inquiries with professional communication.

Skills

Analytical Thinking

Attention to Detail

Communication Skills

Education

Bachelor’s degree in Finance, Financial Planning, Accounting

Tools

Financial Planning Software

Job description

Job Title: Associate Financial Planner

Location:

Greenville, SC (On-site)

Job Type:

Full-Time

Salary Range:

$50,000 – $70,000 (commensurate with experience)

About Us

We are a dynamic, client-focused financial planning firm based in Greenville, SC, committed to helping individuals and families achieve their financial goals with clarity, confidence, and long-term success. Our collaborative team is built on integrity and a passion for delivering exceptional client experiences.

Position Summary

We’re looking for a motivated, detail-oriented Associate Financial Planner who is eager to grow within the financial services industry. This role is ideal for someone who thrives in a supportive environment, enjoys digging into data, and is passionate about helping people make informed financial decisions. You will work alongside experienced financial planners, playing an essential role in plan preparation, client service, and day-to-day operations.

Key Responsibilities

1. Assist in preparing for and participating in client meetings, including data gathering and plan updates
2. Develop comprehensive financial plans and cash flow analyses using industry tools
3. Help implement financial planning strategies and follow up on client action items
4. Respond to client inquiries and provide white-glove service through clear, professional communication
5. Maintain accurate, organized client documentation and ensure timely updates
6. Support internal process improvements and contribute to the overall efficiency of the firm

Qualifications

1. Bachelor’s degree in Finance, Financial Planning, Accounting, or a related field
2. 1–3 years of experience in a financial planning or client service role within a financial advisory firm
3. Strong analytical thinking and attention to detail
4. Excellent verbal and written communication skills
5. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus

What We Offer

1. Competitive salary based on experience ($50K–$70K)
2. Clear career development path and growth opportunities
3. Comprehensive benefits package and paid time off
4. A team-oriented, client-first culture

Additional Information

We are an equal opportunity employer and value diversity. We provide reasonable accommodations for individuals with disabilities during the employment process. For more information, please see the Know Your Rights poster and pay transparency policy linked in the original posting.

This job posting is active and accepting applications.