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Associate Financial Advisor Jobs in Myrtle Beach, SC

Chief Quality Officer

Murrells Inlet, SC ยท On-site

$180 - $260/hr

The CQO serves as a key advisor to executive leadership and provides oversight of quality and ... Associate's Degree in Nursing Required * Bachelor's Degree in healthcare administration, business ...

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Associate Financial Advisor information

See Myrtle Beach, SC salary details

$30.4K

$53.1K

$88.9K

How much do associate financial advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for associate financial advisor in Myrtle Beach, SC is $53,097.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,600.00 and $65,200.00 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 are the most commonly searched types of Financial Advisor jobs in Myrtle Beach, SC?

The most popular types of Financial Advisor jobs in Myrtle Beach, SC are:

What are popular job titles related to Associate Financial Advisor jobs in Myrtle Beach, SC?

For Associate Financial Advisor jobs in Myrtle Beach, SC, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Myrtle Beach, SC look for?

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

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

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

Infographic showing various Associate Financial Advisor job openings in Myrtle Beach, SC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $53,097 per year, or $25.5 per hour.

Associate Financial Professional

Stone Press Financial Group

North Myrtle Beach, SC โ€ข On-site

$80K/yr

Full-time

Re-posted 28 days ago


Job description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation:

$80,000+ at plan earnings


Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Research and provide financial advice 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

Qualifications:
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Bachelor's Degree preferred, 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.