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

Aspen Dental

Associate Dentist

Spartanburg, SC · On-site

$200K - $230K/yr

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 ...

Magna

Senior SAP Analyst

Duncan, SC · On-site

$78K - $98K/yr

Knowledge of SAP Financial Accounting and Controlling and Asset Accounting * Knowledge of SAP Basis ... Associates Degree preferred * Automotive experience preferred Job Specific Responsibilities * Take ...

Aspen Dental

Associate Dentist

Spartanburg, SC

$200K - $230K/yr

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 ...

Aspen Dental

Associate Dentist

Spartanburg, SC

$200K - $230K/yr

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 ...

Aspen Dental

Associate Dentist

Spartanburg, SC · On-site

$200K - $230K/yr

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 ...

Fastenal Company

Warehouse Associate

Duncan, SC · On-site

$14.75 - $17.50/hr

... planning and prioritizing abilities o Highly motivated, self directed and customer service oriented ... As a growth company with a solid financial position, we are committed to training, promoting from ...

BDO USA

Assurance Senior

Greenville, SC · On-site

... of planning, fieldwork and "wrap-up" to include the preparing of financial statements with ... Provides verbal and written performance feedback to Audit Associates * Supervises the work ...

BDO

Assurance Senior

Greenville, SC

... of planning, fieldwork and "wrap-up" to include the preparing of financial statements with ... Provides verbal and written performance feedback to Audit Associates * Supervises the work ...

Pwc

Oracle EPM - Senior Associate

Spartanburg, SC · On-site

EPBCS - Enterprise Planning, Budgeting Cloud Services FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud ...

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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:

What are popular job titles related to Associate Financial Planner jobs in Greer, SC?

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

What job categories do people searching Associate Financial Planner jobs in Greer, SC look for?

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.

Account Associate - State Farm Agent Team Member

John Jeter - State Farm Agent

Greer, SC • On-site

$35K - $40K/yr

Full-time

Life, Retirement, PTO

Re-posted 8 days ago

Job description

Benefits:
  • Hiring Bonus
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Greer, SC and help customers with their insurance and financial services needs, including: 

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for John Jeter - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:
  • Manage customer accounts and update information in the database.
  • Assist customers with policy changes and inquiries.
  • Process insurance claims and follow up with customers on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.