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Associate Financial Planner Jobs in Greer, SC (NOW HIRING)

Aspen Dental Group

Associate Dentist

Spartanburg, SC · On-site

$200 - $230/hr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients* Providing high-quality ...

New

AFL

Fiber Planning and Utilization Analyst

Duncan, SC · On-site

... associates worldwide. At AFL, we recognize that our employees are our greatest asset. We hire and ... Provide actionable recommendations to leadership that align operational decisions with financial ...

AnMed Health

MLT/ MT

Piedmont, SC · On-site

Associate Degree in Medical Technology, MLT (ASCP) or HHS eligible. MLT ASCP: Associate Degree in ... Financial Planning · Free Financial Counseling · Work-Life Balance & Paid Time Off (PTO) · ...

AnMed

MLT/ MT

Piedmont, SC · On-site

Associate Degree in Medical Technology, MLT (ASCP) or HHS eligible. MLT ASCP: Associate Degree in ... Financial Planning · Free Financial Counseling · Work-Life Balance & Paid Time Off (PTO) · ...

AnMed

MLT/ MT

Piedmont, SC · On-site

Associate Degree in Medical Technology, MLT (ASCP) or HHS eligible. MLT ASCP: Associate Degree in ... Financial Planning • Free Financial Counseling • Work-Life Balance & Paid Time Off (PTO) • ...

AnMed

MLT/ MT

Piedmont, SC · On-site

Associate Degree in Medical Technology, MLT (ASCP) or HHS eligible. MLT ASCP: Associate Degree in ... Financial Planning • Free Financial Counseling • Work-Life Balance & Paid Time Off (PTO) • ...

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Showing results 21-40

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Greer, SC

Associate Financial Planner information

See Greer, SC salary details

$43.7K

$80.7K

$108.2K

How much do associate financial planner jobs pay per year?

As of Aug 19, 2026, the average yearly pay for associate financial planner in Greer, SC is $80,674.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,100.00 and $96,100.00 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

What are the most commonly searched types of Financial Planner jobs in Greer, SC?

The most popular types of Financial Planner jobs in Greer, SC are:

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

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

What cities near Greer, SC are hiring for Associate Financial Planner jobs?

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Greer, SC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $80,674 per year, or $38.8 per hour.

Finance & Accounting Outsourcing Senior Associate

Cherry Bekaert

Greenville, SC

$62K - $136K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Cherry Bekaert rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

4th of 22 rated bookkeepers and accountants

Job description

Cherry Bekaert's Finance & Accounting Outsourcing practice is continuing to grow and is seeking experienced accounting professionals to join our team. As a Senior Associate, you will work with a variety of middle-market clients, helping deliver accounting, financial reporting, and operational accounting services while expanding your technical and client service skills in a collaborative environment.

As a Finance & Accounting Outsourcing (FAO) Senior Associate, you will:

  • Perform day-to-day accounting activities for multiple client engagements, including general ledger, accounts payable, accounts receivable, and bank reconciliations.

  • Support month-end and year-end close processes, including journal entries, account reconciliations, and financial statement preparation.

  • Prepare accurate and timely financial reports and management reporting packages.

  • Maintain accounting records and ensure compliance with established processes and internal controls.

  • Assist with budgeting, forecasting, and other client accounting projects as needed.

  • Collaborate with clients and internal team members to resolve accounting issues and improve processes.

  • Leverage accounting systems and technology to support efficient service delivery.

  • Manage multiple client priorities while delivering high-quality client service.

What You Bring to the Role:

  • Bachelor's degree in Accounting, Finance, or related field.

  • 3+ years of accounting or finance experience.

  • Strong understanding of accounting principles and financial reporting.

  • Experience working with accounting software and ERP systems.

  • Proficiency in Microsoft Excel and other financial reporting tools.

  • Strong analytical, organizational, and problem-solving skills.

  • Exceptional attention to detail and commitment to accuracy.

  • Ability to manage multiple priorities and meet deadlines.

  • Strong communication and collaboration skills.

  • Ability to work independently while contributing to a team environment.

What you can expect from us:

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect

  • The opportunity to innovate and do work that motivates and engages you

  • A collaborative environment focused on enabling you to further your career growth and continuous professional development

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

  • Flexibility to do impactful work and the time to enjoy your life outside of work

  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range:

$62,000 - $136,200 per year

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us athttps://careers.cbh.com/ and follow us onLinkedIn,Instagram, Twitterand Facebook.

2026 Cherry Bekaert. All Rights Reserved.

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