Top 8 Finance associate Jobs in Columbia, Sc

Associate Financial Professional
Stone Press Financial Group —Lexington, SC
- $80,000 a year
- Hybrid work
- Computer literacy
- Microsoft Office
- Finance
- Life insurance
Quick Apply
Associate Banker II (40) Five Points
TD Bank —Columbia, SC
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Finance Associate
Palmetto Pain Management, LLC —Columbia, SC
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Personal Banker I Associate - Spears Creek
Fifth Third Bank —Columbia, SC
- Full-time
- Office
- Math
- Travel
Associate Financial Advisor
Edward Jones —Lexington, SC
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
10h
Senior Associate, Project Finance
The Nuclear Company —Columbia, SC
- $118,000 - $140,000 a year
- 5 years
- Mid-level
- Finance
- Health insurance
- Dental insurance
Associate - Southeast Advisor Group
Thrivent —Columbia, SC
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

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Financial Wellness Associate
KeyBank National Association —Columbus, OH
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
$19.23 - $28.37 an hour
4d

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finance associate jobs near columbia, sc

Associate Financial Professional

Stone Press Financial Group -
Lexington, SC

Quick Apply

Job Details

$80,000 a year

Benefits

Life insurance

Qualifications

Customer communication
Microsoft Office
Bachelor's degree

Full Job Description

Join Stone Press Financial Group as an Associate Financial Professional, where your impact will help shape the financial futures of families and communities. Our mission, "To Do Good," is at the heart of everything we do, offering individuals stability and confidence through life's challenges. With our 175-year legacy, we provide the foundation and resources you need to succeed. You'll benefit from comprehensive support, training, and the tools necessary to build strong client relationships and deliver personalized financial solutions. If you're a driven professional eager to grow in financial services, we're excited to support your journey and help you realize your potential.

Compensation:

$80,000+ at plan earnings

Responsibilities:

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations

Qualifications:

Bachelor’s degree in business administration, finance, or related field is required
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

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.

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Refine Your Search

finance associate jobs in columbia, sc

Associate Financial Professional

Associate Banker II (40) Five Points

Finance Associate

Personal Banker I Associate - Spears Creek

Associate Financial Advisor

Senior Associate, Project Finance

Associate - Southeast Advisor Group

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