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Associate Advisor Jobs in Charleston, SC (NOW HIRING)

Beacon Pointe

Associate Wealth Advisor

Mount Pleasant, SC · On-site

$65 - $95/hr

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Charleston/ Mount Pleasant,SC office. The ideal candidate will be responsible for ...

Pinnacle Bank

Credit Advisor

Charleston, SC · On-site

Credit Advisor At Pinnacle, our goal is to create an atmosphere where associates are fully engaged ... We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us ...

H&R Block

Block Advisors Tax Advisor

Summerville, SC · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Charleston, SC · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Mount Pleasant, SC · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Camping World

Service Advisor

Charleston, SC · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World Holdings, Inc.

Service Advisor

Charleston, SC · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Relativity

Legal AI Advisor

Charleston, SC · On-site

The Legal AI Advisor will report to the Senior Director, Legal AI Consulting, based in the US ... Serve as a credible peer who can engage partners, associates, and in-house counsel confidently ...

New

Midas - PGW

Automotive Service Advisor

Charleston, SC · On-site

Midas is committed to training our associates and promoting from within the organization. Responsibilities As a Midas automotive service advisor, you will manage and direct all automotive and general ...

CarMax, Inc.

Customer Advisor

Charleston, SC · On-site

$22.42/hr

Position Overview As a Customer Advisor at CarMax, you will play a vital role in delivering an ... As an associate, you are part of an innovative movement to empower the modern customer and drive ...

Carmax

Customer Advisor

Charleston, SC · On-site

$22.42/hr

Position Overview As a Customer Advisor at CarMax, you will play a vital role in delivering an ... As an associate, you are part of an innovative movement to empower the modern customer and drive ...

Carmax

Customer Advisor

Charleston, SC · On-site

$22.42/hr

Position Overview As a Customer Advisor at CarMax, you will play a vital role in delivering an ... As an associate, you are part of an innovative movement to empower the modern customer and drive ...

Sally Beauty

Beauty Advisor Sally Beauty

Mount Pleasant, SC · On-site

$15.75 - $19.50/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

Ulta Beauty

Seasonal Beauty Advisor

North Charleston, SC · On-site

$14.50 - $18/hr

GENERAL SUMMARY & SCOPE The Seasonal Beauty Advisor (BA) is responsible for providing an ... Collaborate with managers and associates throughout the store to help grow the business.

Ulta Beauty

Seasonal Beauty Advisor

Summerville, SC · On-site

$14.75 - $18.50/hr

GENERAL SUMMARY & SCOPE The Seasonal Beauty Advisor (BA) is responsible for providing an ... Collaborate with managers and associates throughout the store to help grow the business.

Midas

Automotive Service Advisor

Charleston, SC · On-site

Midas is committed to training our associates and promoting from within the organization. Responsibilities As a Midas automotive service advisor, you will manage and direct all automotive and general ...

Ulta Beauty, Inc.

Seasonal Beauty Advisor

Summerville, SC · On-site

$14.75 - $18.50/hr

GENERAL SUMMARY & SCOPE The Seasonal Beauty Advisor (BA) is responsible for providing an ... Collaborate with managers and associates throughout the store to help grow the business.

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Charleston, SC

Associate Advisor information

See Charleston, SC salary details

$11

$24

$42

How much do associate advisor jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for associate advisor in Charleston, SC is $24.27, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $27.88 per hour, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in Charleston, SC?

The most popular types of Advisor jobs in Charleston, SC are:

What are popular job titles related to Associate Advisor jobs in Charleston, SC?

For Associate Advisor jobs in Charleston, SC, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Charleston, SC look for?

The top searched job categories for Associate Advisor jobs in Charleston, SC are:

What cities near Charleston, SC are hiring for Associate Advisor jobs?

Cities near Charleston, SC with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Charleston, SC as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,479 per year, or $24.3 per hour.

Associate Wealth Advisor

Beacon Pointe Advisors LLC

Mount Pleasant, SC • On-site

$55K - $60K/yr

Full-time

Re-posted 2 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Charleston/ Mount Pleasant, SC office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. This position is fully in-person in our Charleston/ Mount Pleasant, SC office.

Responsibilities

  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.