Top 14 finance associate Jobs in charleston sc

Associate Financial Professional
Stone Press Financial Group —Charleston, SC
- $80,000 a year
- Remote
- CPA
- Customer service
- Research
Quick Apply
7d
Part Time (20 Hours) Associate Banker, Daniel Island Branch, Charleston, SC
JPMorganChase —Charleston, SC
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Part Time (20 Hours) Associate Banker, North Charleston Branch, North Charleston, SC
JPMorganChase —North Charleston, SC
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
1d
Part Time (20 Hours) Associate Banker, Mount Pleasant Towne Centre Branch, Mount Pleasant, SC
JPMorganChase —Mount Pleasant, SC
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
1d
Staff Finance Associate, Corporate
Redwood Materials —Charleston, SC
- Full-time
- Microsoft Excel
- 5 years
- Office
Associate, Investment Management
The Beach Company —Charleston, SC
- Full-time
- Microsoft Outlook
- Up to 50% travel
- Mid-level
Quick Apply
Investment Associate - SC Launch Program
SCRA —Charleston, SC
- Full-time
- 5 years
- Mid-level
- Analysis skills
Associate - Development/Construction
Jamestown Management Corporation —North Charleston, SC
- Overtime
- Writing skills
- Mid-level
- Office
Quick Apply
UNIV - Associate Academic Program Director/Vice Chair for Finance and Administration - Department of Pediatrics
MUSC —Charleston, SC
- Full-time
- University
- Bachelor's degree
- Pediatrics

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DataAnnotation —Charleston, SC
You can work on your own schedule. Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance…
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Financial Services Professional - Hybrid Remote (SC)
Bankers Life —Charleston, SC
Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life…
$50,000 - $80,000 a year
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F&I Associate - Part Time
Pony Powersports Group —Westerville, OH
Answer incoming phone calls for the Finance Office. Review credit reports and perform credit analysis to determine appropriate financing solutions tailored to…
From $15 an hour
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Financial Associate
State of Ohio - Public Safety —Columbus, OH
Or completion of associate core program in business administration, accounting, finance or related field. Greet & respond to in-person, telephone &/or written…
$22.96 an hour
5d

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finance associate jobs near charleston sc

Associate Financial Professional

Stone Press Financial Group
Charleston, SC

Quick Apply

Job Details

$80,000 a year
7 days ago

Qualifications

Customer relationship building
Customer service
Professional ethics
Series 66
Research
Series 7
Math
Bachelor's degree
FINRA License
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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finance associate jobs in charleston sc

Associate Financial Professional

Part Time (20 Hours) Associate Banker, Daniel Island Branch, Charleston, SC

Part Time (20 Hours) Associate Banker, North Charleston Branch, North Charleston, SC

Part Time (20 Hours) Associate Banker, Mount Pleasant Towne Centre Branch, Mount Pleasant, SC

Staff Finance Associate, Corporate

Associate, Investment Management

Investment Associate - SC Launch Program

Associate - Development/Construction

UNIV - Associate Academic Program Director/Vice Chair for Finance and Administration - Department of Pediatrics

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