Junior Financial Advisor

AppleOne Employment Services; Greenville (SC); On-site; USD 65,000 - 85,000; Full time

Job summary

AppleOne Employment Services in Greenville, SC seeks a Junior Financial Advisor for a full-time, direct-hire position. You will support senior advisors, assist with client planning, and help develop financial plans and investment recommendations.

Ideal candidates have 3–5 years in financial services and seek growth in client relationships, planning, and advisory best practices within a collaborative team.

Qualifications

• Supports client financial planning, investment analysis, and portfolio monitoring.
• Prepares financial plans, recommendations, reports, and client meeting materials.
• Participates in client meetings and helps build trusted long-term advisory relationships.
• Conducts financial research and maintains accurate client documentation.

Responsibilities

• Assist senior financial advisors with client relationships, financial planning activities, investment recommendations, and client presentations.
• Meet with clients to understand financial goals and priorities.
• Analyze client financial data, monitor accounts and portfolios, and support plan updates.
• Conduct research on investment products, market conditions, strategies, and planning solutions.
• Maintain confidential client records in line with policies and regulations.
• Support business development and long-term relationship-building efforts.

Skills

Client relationships

Financial planning

Investment analysis

Portfolio monitoring

Financial research

Client documentation

Communication skills

Analytical thinking

Attention to detail

Excel

Microsoft Office

Licensing readiness

Education

Bachelor’s degree in Finance, Financial Planning, Economics, Business, or related field

Tools

Microsoft Office

Excel

Job description

Job Summary

A growing financial services team in Greenville, SC is seeking a motivated Junior Financial Advisor for a full‑time, direct hire opportunity. This role is ideal for a career-minded professional with 3 to 5 years of experience in financial services, banking, wealth management, investments, insurance, or client relationship management who is ready to grow into a long-term financial advising career. The Junior Financial Advisor will work closely with senior advisors, support client planning activities, participate in client meetings, and help develop financial plans and investment recommendations. This opportunity offers strong exposure to client relationship management, portfolio support, financial planning, and advisory best practices. This is a great environment for someone who values professional growth, teamwork, and mentorship. The team offers supportive leadership, a collaborative culture, and the opportunity to gradually take on greater client-facing responsibility as skills and confidence grow.

Key Responsibilities

• Assist senior financial advisors with client relationships, financial planning activities, investment recommendations, and client presentations.
• Meet with clients to understand financial goals, gather financial information, and identify needs and priorities.
• Analyze client financial data, monitor accounts and portfolios, and support ongoing plan updates.
• Conduct research on investment products, market conditions, financial strategies, and planning solutions.
• Maintain accurate, confidential client records while following company policies and financial industry regulations.
• Support business development, client retention, and long-term relationship-building efforts.

Compensation and Benefits

• Compensation: $65,000 to $85,000 annually, depending on experience and education.
• Schedule: Monday through Friday, full-time.
• Job Type: Direct hire.
• Location: Greenville, SC.

Required Qualifications and Skills

• Support client financial planning, investment analysis, and portfolio monitoring activities.
• Prepare financial plans, recommendations, reports, and client meeting materials.
• Participate in client meetings and help build trusted long-term advisory relationships.
• Conduct financial research and maintain accurate client documentation.
• 3 to 5 years of relevant experience in financial services, banking, wealth management, investments, insurance, or client relationship management.
• Bachelor’s degree in Finance, Financial Planning, Economics, Business, or a related field preferred.
• Strong interpersonal, verbal, and written communication skills.
• Ability to explain financial concepts clearly and professionally to clients.
• Excellent analytical, organizational, and problem‐solving abilities.
• Strong attention to detail and ability to manage confidential client information.
• Proficiency with Microsoft Office, particularly Excel.
• Professional, trustworthy, client‑focused approach.
• Ability and willingness to obtain or maintain applicable financial licenses, as required.

Preferred Qualifications

• Experience supporting financial advisors, wealth managers, bankers, investment professionals, or insurance professionals.
• Familiarity with financial planning concepts, investment products, portfolio reviews, and client service workflows.
• Prior experience working directly with clients in a consultative or relationship management capacity.
• Interest in building a long‑term career in financial advising or wealth management.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment‑qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.