At Bank of America, we are guided by a common purpose to help make financial lives better through ... Leverages knowledge of credit to advise small business owners on solutions, services, and digital ...
At Bank of America, we are guided by a common purpose to help make financial lives better through ... Leverages knowledge of credit to advise small business owners on solutions, services, and digital ...
Sales Executive - Employee Benefits
$60K - $200K/yr
Description World Insurance Associates ("World") is a unique financial services organization with a ... Serve as a trusted advisor by understanding client challenges and coordinating internal resources ...
Sales Executive - Employee Benefits
$60K - $200K/yr
Description World Insurance Associates ("World") is a unique financial services organization with a ... Serve as a trusted advisor by understanding client challenges and coordinating internal resources ...
Community Director
Greenville, SC · On-site
$23.50 - $32/hr
Organizational Ambassador: Engage with residents, prospective residents, associates, and ... Completes various accounting, financial, administrative, and other reports and performs other ...
New
Quick apply
Community Director
Greenville, SC · On-site
$23.50 - $32/hr
Organizational Ambassador: Engage with residents, prospective residents, associates, and ... Completes various accounting, financial, administrative, and other reports and performs other ...
New
Emergency Placement Support Specialist
Brevard, NC · On-site +1
... associate level licenses Please be advised that Elevance Health only accepts resumes for ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Emergency Placement Support Specialist
Brevard, NC · On-site +1
... associate level licenses Please be advised that Elevance Health only accepts resumes for ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Service Desk Technician
Greenville, SC · On-site
... advise users on appropriate action ... Monitor, identify, and report network connectivity issues to ensure associates and clients are able ...
Service Desk Technician
Greenville, SC · On-site
... advise users on appropriate action ... Monitor, identify, and report network connectivity issues to ensure associates and clients are able ...
Service Desk Technician
Greenville, SC · On-site
... advise users on appropriate action ... Monitor, identify, and report network connectivity issues to ensure associates and clients are able ...
Service Desk Technician
Greenville, SC · On-site
... advise users on appropriate action ... Monitor, identify, and report network connectivity issues to ensure associates and clients are able ...
... advise users on appropriate action ... Monitor, identify, and report network connectivity issues to ensure associates and clients are able ...
Quick apply
... advise users on appropriate action ... Monitor, identify, and report network connectivity issues to ensure associates and clients are able ...
The ideal candidate will bring extensive experience advising clients on U.S. and international ... financial services. In this role, you'll collaborate closely with other senior attorneys and ...
The ideal candidate will bring extensive experience advising clients on U.S. and international ... financial services. In this role, you'll collaborate closely with other senior attorneys and ...
The ideal candidate will bring extensive experience advising clients on U.S. and international ... financial services. In this role, you'll collaborate closely with other senior attorneys and ...
Quick apply
The ideal candidate will bring extensive experience advising clients on U.S. and international ... financial services. In this role, you'll collaborate closely with other senior attorneys and ...
The ideal candidate will bring extensive experience advising clients on U.S. and international ... financial services. In this role, you'll collaborate closely with other senior attorneys and ...
The ideal candidate will bring extensive experience advising clients on U.S. and international ... financial services. In this role, you'll collaborate closely with other senior attorneys and ...
HR Generalist
Greenville, SC · On-site
Act as a trusted advisor on organizational effectiveness, team structure, and leadership capability ... Partner cross-functionally with Operations, Clinical, IT, and Finance to ensure a smooth transition.
HR Generalist
Greenville, SC · On-site
Act as a trusted advisor on organizational effectiveness, team structure, and leadership capability ... Partner cross-functionally with Operations, Clinical, IT, and Finance to ensure a smooth transition.
Act as a trusted advisor on organizational effectiveness, team structure, and leadership capability ... Partner cross-functionally with Operations, Clinical, IT, and Finance to ensure a smooth transition.
Act as a trusted advisor on organizational effectiveness, team structure, and leadership capability ... Partner cross-functionally with Operations, Clinical, IT, and Finance to ensure a smooth transition.
HR Generalist
Greenville, SC · On-site
Act as a trusted advisor on organizational effectiveness, team structure, and leadership capability ... Partner cross-functionally with Operations, Clinical, IT, and Finance to ensure a smooth transition.
Quick apply
HR Generalist
Greenville, SC · On-site
Act as a trusted advisor on organizational effectiveness, team structure, and leadership capability ... Partner cross-functionally with Operations, Clinical, IT, and Finance to ensure a smooth transition.
Act as a trusted advisor on organizational effectiveness, team structure, and leadership capability ... Finance.
Act as a trusted advisor on organizational effectiveness, team structure, and leadership capability ... Finance.
Advise of meeting clashes to enable resolution. * Where required, record site meetings and ensure ... associates assigned to this job. They are not intended to be an exhaustive list of all ...
Advise of meeting clashes to enable resolution. * Where required, record site meetings and ensure ... associates assigned to this job. They are not intended to be an exhaustive list of all ...
Sales Executive - HR Solutions
Greenville, SC · On-site
$55K - $140K/yr
Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ... Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology ...
Sales Executive - HR Solutions
Greenville, SC · On-site
$55K - $140K/yr
Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ... Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology ...
Project Coordinator
Pelzer, SC · On-site
Advise of meeting clashes to enable resolution. * Where required, record site meetings and ensure ... associates assigned to this job. They are not intended to be an exhaustive list of all ...
Project Coordinator
Pelzer, SC · On-site
Advise of meeting clashes to enable resolution. * Where required, record site meetings and ensure ... associates assigned to this job. They are not intended to be an exhaustive list of all ...
Project Coordinator
Pelzer, SC · On-site
Advise of meeting clashes to enable resolution. * Where required, record site meetings and ensure ... associates assigned to this job. They are not intended to be an exhaustive list of all ...
Project Coordinator
Pelzer, SC · On-site
Advise of meeting clashes to enable resolution. * Where required, record site meetings and ensure ... associates assigned to this job. They are not intended to be an exhaustive list of all ...
Advise of meeting clashes to enable resolution. * Where required, record site meetings and ensure ... associates assigned to this job. They are not intended to be an exhaustive list of all ...
Advise of meeting clashes to enable resolution. * Where required, record site meetings and ensure ... associates assigned to this job. They are not intended to be an exhaustive list of all ...
Participate and develop annual strategic, financial, and marketing business line goals in ... An associate's degree and 7 years of related professional experience in a marketing, business ...
Participate and develop annual strategic, financial, and marketing business line goals in ... An associate's degree and 7 years of related professional experience in a marketing, business ...
Associate Financial Advisor information
See Clemson, SC salary details
$37K is the 25th percentile. Wages below this are outliers.
$32.6K - $38.3K
33% of jobs
$38.3K - $44K
1% of jobs
$44K - $49.7K
9% of jobs
The median wage is $52.8K / yr.
$49.7K - $55.4K
13% of jobs
$55.4K - $61.1K
7% of jobs
$61.1K - $66.8K
12% of jobs
$67K is the 75th percentile. Wages above this are outliers.
$66.8K - $72.5K
9% of jobs
$72.5K - $78.2K
6% of jobs
$78.2K - $83.9K
5% of jobs
$83.9K - $89.6K
2% of jobs
$89.6K - $95.3K
2% of jobs
$32.6K
$56.9K
$95.3K
How much do associate financial advisor jobs pay per year?
As of Aug 22, 2026, the average yearly pay for associate financial advisor in Clemson, SC is $56,902.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,900.00 and $69,900.00 per year, depending on experience, location, and employer.
What does an associate financial advisor do?
An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.
What are some typical challenges an associate financial advisor may face when building their client base?
As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?
To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing financial plans, advising clients, making investment decisions |
The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.
What job categories do people searching Associate Financial Advisor jobs in Clemson, SC look for?
The top searched job categories for Associate Financial Advisor jobs in Clemson, SC are:
What cities near Clemson, SC are hiring for Associate Financial Advisor jobs?
Cities near Clemson, SC with the most Associate Financial Advisor job openings:
Full-time
Re-posted 5 days ago
Bank Of America rating
8.2
Based on 530 frontline employees who took The Breakroom Quiz
50th of 171 rated banks
Job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
- Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
- Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
- Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
- Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
- Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
- Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
- Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
- Has proven success in consultative sales in financial services and/or business-to-business sales
- Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
- Is passionate about outside sales and enjoys spending time prospecting
- Is motivated to enhance existing relationships and exceed sales goals
- Can analyze financial conditions of clients and industry trends
- Can understand and interpret financial statements and cash flow analysis
- Has excellent communication skills and demonstrated leadership ability
- Enjoys partnering and negotiating with a team of bank employees to solve client issues
- Demonstrated management of a client portfolio with focus on relationship development and deepening
- Thorough knowledge of small business financial products and services
- Familiarity with CRM platforms and other banking systems
Desired Qualifications:
- Community leadership experience
- Strong computer skills with an ability to multitask in a demanding environment
- Bachelor's Degree in business, finance, economics or related field or seven years of relevant work experience
Skills:
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Credit Documentation Requirements
- Financial Analysis
- Oral Communications
- Prioritization
- Written Communications
- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Prospecting
- Risk Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US