Top 28 Entry level financial advisor Jobs in South Carolina

Financial Representative
LPL Financial —Fort Mill, SC
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Wealth Management Trainee (SC)
Bankers Life —Charleston, SC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (SC)
Bankers Life —Florence, SC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (SC)
Bankers Life —North Myrtle Beach, SC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Private Client Associate - Aiken, SC
Janney Montgomery Scott LLC —Aiken, SC
- $60,000 - $65,000 a year
- Full-time
- Microsoft Outlook
- Office
- Bachelor's degree
- Paid parental leave
- Disability insurance
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Mount Pleasant, SC
- $55,000 - $60,000 a year
- Microsoft Excel
- Writing skills
- Research
Entry-Level Financial Advisor
NYL - Patrick Piscitelli —Myrtle Beach, SC
- $100,000 a year
- Full-time
- Communication skills
- Teaching
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor Associate - Bluffton, SC
TD Bank —Bluffton, SC
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Solutions Advisor Registration Candidate - Trenhom Road Financial Center
Bank of America —Columbia, SC
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
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
Advisor Development Program - Financial Solutions Advisor Trainee: Highway 123 Financial Center
Bank of America —Seneca, SC
- Full-time
- Office
- Bachelor's degree
- 1 year
1d
Advisor, Financial Aid
College of Southern Nevada —Charleston, SC
- $50,207 a year
- Extended hours
- Computer literacy
- Mid-level
- Office
- Paid holidays
- Health insurance
1d
Paraplanner, Associate Advisor
Apollon Wealth Management —Charleston, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Experience working with individuals with disabilities
- Travel reimbursement
Quick Apply
Relationship Banker - Blackstock and Hwy 29 Branch - Spartanburg, SC
JPMorganChase —Spartanburg, SC
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
9d
Relationship Banker - Simpsonville Branch - Simpsonville, SC
JPMorganChase —Simpsonville, SC
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Financial Solutions Advisor Consumer Investments - Coastal Carolinas Market
Bank of America —Myrtle Beach, SC
- Full-time
- Background check
- Writing skills
- Mid-level
10d
Premier Advisor - Conway, SC
Truist Bank —Conway, SC
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
Financial Solutions Advisor Consumer Investments - Columbia Metro Market
Bank of America —Columbia, SC
- Full-time
- Background check
- Writing skills
- Mid-level
10d
Premier Advisor - Murrell Inlet, SC
Truist Bank —Murrells Inlet, SC
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
Accelerated Path to Management
New York Life - Tara Wray —Greenville, SC
- $60,000 - $150,000 a year
- Office
- Business development
- Recruiting
- AD&D insurance
- Disability insurance
Quick Apply
5d

I want to receive the latest job alert for entry level financial advisor in south carolina

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

entry level financial advisor jobs near south carolina

Financial Representative

LPL Financial -
Fort Mill, SC

Quick Apply

Job Details

Full-time
$67,500 - $112,500 a year

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Series 7
Data entry

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients’ immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service.

Responsibilities:

Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
Handling and executing client transaction and general customer service requests.
Prepare client reports and proposals as required
Support other departments and independent financial advisors in their understanding of the program
Actively participate in customer service training and other training to remain current with operational policies and procedures
Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies
Communicate operational and financial industry policies and procedures.
Identify new sales and asset retention opportunities
Regularly exercise excellent business judgment
Research and resolve advisor and client issues

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

Bachelor's Degree or equivalent working experience
Series 7
Series 63 and 65, or 66 License
1 years + of direct client experience within the financial services industry

Preferences:

Life and Health
Excellent telephone service/relationship management skills
Proficient in Microsoft Office and web based applications
Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills
Prior financial trading experience
Ideal candidate will have prior tele-sales experience
Must have excellent communication skills, and strong service ethic
Previous Experience as a financial advisor
Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered

Pay Range:

67,500.00 - 112,500.00

The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

Quick Apply

Refine Your Search

entry level financial advisor jobs in south carolina

Financial Representative

Wealth Management Trainee (SC)

Wealth Management Trainee (SC)

Wealth Management Trainee (SC)

Private Client Associate - Aiken, SC

Associate Wealth Advisor

Entry-Level Financial Advisor

Financial Advisor Associate - Bluffton, SC

Financial Solutions Advisor Registration Candidate - Trenhom Road Financial Center

Junior Financial Advisor

Advisor Development Program - Financial Solutions Advisor Trainee: Highway 123 Financial Center

Advisor, Financial Aid

Paraplanner, Associate Advisor

Relationship Banker - Blackstock and Hwy 29 Branch - Spartanburg, SC

Relationship Banker - Simpsonville Branch - Simpsonville, SC

Financial Solutions Advisor Consumer Investments - Coastal Carolinas Market

Premier Advisor - Conway, SC

Financial Solutions Advisor Consumer Investments - Columbia Metro Market

Premier Advisor - Murrell Inlet, SC

Accelerated Path to Management

I want to receive the latest job alert for entry level financial advisor in south carolina

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected