Top 5 Certified financial planner Jobs in Charleston, Sc

Associate Financial Professional
Stone Press Financial Group —Charleston, SC
- $80,000 a year
- Remote
- CPA
- Customer service
- Research
Quick Apply
Wealth Management Advisor
MassMutual South Carolina —Charleston, SC
- $200,000 - $500,000 a year
- Full-time
- Hybrid work
- Sales
- Finance
- Business development
Quick Apply
Financial Solutions Advisor - Charleston Market
Bank of America —Goose Creek, SC
- Full-time
- Background check
- Writing skills
- Mid-level
6d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Paraplanner, Associate Advisor
Apollon Wealth Management —Charleston, SC
Conduct all client interactions and planning activities in accordance with fiduciary standards and applicable state and federal regulations, and promptly…
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10d

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Financial Solutions Advisor - Worthington Financial Center
Bank of America —Worthington, OH
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…
Wealth Management Advisor
Equitable Advisors —Columbus, OH
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 a year

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Associate Financial Professional

Stone Press Financial Group -
Charleston, SC

Quick Apply

Job Details

$80,000 a year

Qualifications

Customer relationship building
Customer service
Professional ethics
Series 66
Research
Series 7
Math
Bachelor's degree
FINRA License
Experience practicing in the securities industry

Full Job Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$80,000+ at plan earnings

Responsibilities:

Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Customize financial plans for each client based on potential life changes and changing financial needs
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

Qualifications:

Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
Requires a Bachelor’s degree in finance, business administration, or related field
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

Bachelor's Degree a must, sales experience and/or financial internships a plus.
A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
You are personable and caring, with a natural ability to connect and communicate with others.
Enthusiastic, high energy, and positive attitude.
Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
Must have excellent communication and interpersonal skills.
Quick learner who is comfortable in a fast-paced, dynamic environment.

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Quick Apply

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certified financial planner jobs in charleston, sc

Associate Financial Professional

Wealth Management Advisor

Financial Solutions Advisor - Charleston Market

Empower Financial Planner

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