ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Irmo, SC (NOW HIRING)

Ameriprise Financial

Client Service Associate

Lexington, SC · On-site

$12.50 - $17/hr

Key Responsibilities * Assist advisor in servicing clients including preparing financial plans ... Associate (2-year) degree or equivalent * 3-5 years Relevant Experience Required * Experience ...

Bank of America

Merrill Performance Coach

Columbia, SC · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Cayce, SC · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Newberry, SC · On-site

$48K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Lexington, SC · On-site

$50K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Lexington, SC · On-site

$50K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

next page

Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Irmo, SC

Associate Financial Advisor information

See Irmo, SC salary details

$31.4K

$54.8K

$91.9K

How much do associate financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate financial advisor in Irmo, SC is $54,837.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,700.00 and $67,400.00 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?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping 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 Irmo, SC look for?

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Irmo, SC as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 80% In-person, 7% Hybrid, and 13% Remote job distribution, with an average salary of $54,837 per year, or $26.4 per hour.

Associate Financial Professional

Stone Press Financial Group

Lexington, SC • On-site

$80K/yr

Full-time

Re-posted 12 days ago

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

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