Top 126 Investment Jobs in Charleston, Sc

Junior Financial Advisor
Allora —Mount Pleasant, SC
- From $3,000 a month
- Full-time
- Communication skills
- Entry level
- Profit sharing
- 401(k) matching
Quick Apply
Financial Advisor Trainee
Cornerstone Wealth Advisory Group —North Charleston, SC
- $40,000 - $150,000 a year
- Full-time
- No experience needed
- Office
- Math
- Professional development assistance
- Flexible schedule
Quick Apply
Financial Advisor
First Command —N Charleston, SC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
Wealth Management Trainee (SC)
Bankers Life —Charleston, SC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Registered Branch Associate
Edward Jones —Charleston, SC
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
26-27 SY- Financial Operations Analyst
Charleston County School District —Charleston, SC
- $27.03 - $52.49 an hour
- Full-time
- Mid-level
- Office
Entry-Level Financial Advisor
Hudnall Capital Advisors —Charleston, SC
- $100,000 a year
- No experience needed
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Mount Pleasant, SC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Project Control Analyst (5943)
Three Saints Bay, LLC —Hanahan, SC
- Background check
- No experience needed
- Research
Quick Apply
Financial Advisor Trainee-Charleston, SC
Raymond James Financial, Inc. —Charleston, SC
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
4d
Underwriter Assistant - Charleston, SC
Bass Underwriters, Inc —Charleston, SC
- From $55 an hour
- Full-time
- Customer service
- Research
- Office
- Paid holidays
- Disability insurance
Financial Analyst I
IFAS LLC —Charleston, SC
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
Quick Apply
Financial Relationship Banker- North Mount Pleasant
Huntington Bank —Mount Pleasant, SC
- Full-time
- Military
- Office
- High school diploma or GED
Associate, Asset Management
Brookfield Properties —Charleston, SC
- Weekends as needed
- Writing skills
- Data analysis skills
- English
- Paid time off
- 401(k) matching
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Mount Pleasant, SC
- $55,000 - $60,000 a year
- Microsoft Excel
- Writing skills
- Research
Financial Solutions Advisor Registration Candidate - Charleston Market
Bank of America —North Charleston, SC
- Full-time
- Background check
- Customer service
- Mid-level
1d
Client Service Associate
Apollon Wealth Management —Mount Pleasant, SC
- Full-time
- Research
- Mid-level
- Windows
Quick Apply
Midlevel Private Equity Associate
K&L Gates —Charleston, SC
- $235,000 - $360,000 a year
- Full-time
- Hybrid work
- Background check
- Addiction Medicine
- Mid-level
- Wellness program
- Health savings account
Global Project Portfolio Manager (m/f/d)
Voith Group —Summerville, SC
- Remote
- Engineering
- 11+ years
- Travel
Curb Appeal Technician
GoldOller Real Estate Investments —North Charleston, SC
- $18 - $20 an hour
- Weekends as needed
- Sanitation
- Ability to lift 50 pounds
- Driver's License
- Paid parental leave
- Paid holidays
Quick Apply
4d

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investment jobs near charleston, sc

Junior Financial Advisor

Allora
Mount Pleasant, SC

Quick Apply

Job Details

Full-time
From $3,000 a month

Benefits

Profit sharing
Cash balance pension plan
401(k) matching

Qualifications

Professional ethics
Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced professionals. This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal candidate is eager to enhance their knowledge of financial products, regulations, and best practices, while delivering exceptional service to clients. Attention to detail, excellent communication skills, and a commitment to ethical standards are essential for success in this role. Our client prioritizes professional development and provides ongoing training, enabling our advisors to stay ahead in the fast-paced financial industry. Joining the team means becoming part of a company that values integrity, client satisfaction, and continuous growth. If you are passionate about finance and dedicated to helping clients secure their financial future, this is the perfect opportunity to launch your career as a Junior Financial Advisor with our client.

Responsibilities

Assist senior financial advisors in creating and implementing customized financial plans for clients.
Conduct research on financial products, market trends, and economic data to support client advice.
Analyze clients’ financial situations, including income, expenses, investment portfolios, and risk tolerance.
Maintain accurate and detailed records of client interactions, transactions, and financial plans.
Prepare presentations and reports to effectively communicate financial strategies to clients.
Build and maintain strong relationships with clients by providing timely and professional support.
Stay up-to-date with industry regulations, compliance requirements, and best practices.

Requirements

Prior experience in financial services
Has demonstrated some success but is seeking stronger mentorship and structure
Active licenses required: Series 7, Series 66
Willingness to pursue CFP® certification
Clean background and strong professional ethics
Strong interpersonal and communication skills
Motivated, coachable, and growth-oriented

Benefits

Base Salary: $3,000/month
Total Target Compensation: ~$50,000+ (base + commission)
Commission Split: Participation in revenue from both existing and new clients
Annual Increase: 10% to 20% compensation growth potential year-over-year
Discretionary Bonus based on performance
Benefits Package Includes:
401(k) with employer match + profit sharing
Cash Balance Plan (employer-funded only; 3-year vesting schedule)

Quick Apply

Refine Your Search

investment jobs in charleston, sc

Junior Financial Advisor

Financial Advisor Trainee

Financial Advisor

Wealth Management Trainee (SC)

Registered Branch Associate

26-27 SY- Financial Operations Analyst

Entry-Level Financial Advisor

Registered Wealth Management Client Associate

Project Control Analyst (5943)

Financial Advisor Trainee-Charleston, SC

Underwriter Assistant - Charleston, SC

Financial Analyst I

Financial Relationship Banker- North Mount Pleasant

Associate, Asset Management

Associate Wealth Advisor

Financial Solutions Advisor Registration Candidate - Charleston Market

Client Service Associate

Midlevel Private Equity Associate

Global Project Portfolio Manager (m/f/d)

Curb Appeal Technician

I want to receive the latest job alert for investment in charleston, sc

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