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Associate Financial Planner Jobs in Fort Mill, SC

RVO Health

Senior Associate - FP&A

Charlotte, NC · On-site

$75K - $85K/yr

The Senior FP&A Associate performs financial analyses including budgeting, forecasting, variance analysis, and financial/data modeling using advanced Excel skills. This person develops clear ...

RVO Health

Senior Associate - FP&A

Charlotte, NC · On-site +1

$75K - $85K/yr

The Senior FP&A Associate performs financial analyses including budgeting, forecasting, variance analysis, and financial/data modeling using advanced Excel skills. This person develops clear ...

RS&H

Senior FP&A Analyst

Charlotte, NC · Hybrid

$83K - $104K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Fort Mill, SC

Associate Financial Planner information

See Fort Mill, SC salary details

$40K

$73.7K

$98.9K

How much do associate financial planner jobs pay per year?

As of Aug 18, 2026, the average yearly pay for associate financial planner in Fort Mill, SC is $73,732.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,900.00 and $87,900.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

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For Associate Financial Planner jobs in Fort Mill, SC, the most frequently searched job titles are:

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The top searched job categories for Associate Financial Planner jobs in Fort Mill, SC are:

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Cities near Fort Mill, SC with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Fort Mill, SC as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $73,732 per year, or $35.4 per hour.

Associate Financial Professional

Stone Press Financial Group

Charlotte, NC

$80K/yr

Full-time

Re-posted 8 days ago

Job description

We're dedicated to empowering you to make a difference in the lives of families and communities. As an Associate Financial Professional, you'll have the opportunity to leverage your financial expertise to provide exceptional service and help clients achieve their financial aspirations. We believe in equipping you with comprehensive support, training, and resources to establish and grow your practice confidently. You'll be part of a team that values innovation, collaboration, and professional development, ensuring that you're not just meeting goals but setting new standards in the insurance industry.


Join us if you're driven, detail-oriented, and passionate about building enduring client relationships. You'll thrive in an environment that celebrates your success and challenges you to grow continuously. Our commitment to your career progression is matched only by our dedication to delivering financial stability to the individuals we serve. If you're ready to embark on a rewarding journey where your skills are valued and your growth is championed, we can't wait to meet you. Let's do good together.

Compensation:

$80,000+ at plan earnings


Responsibilities:
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

Qualifications:
  • Bachelor’s degree in business administration, finance, or related field is required
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • 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.