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Associate Financial Representative Jobs in Columbia, SC

TIAA

Financial Consultant

Columbia, SC · On-site

$70 - $100/hr

... financial representatives on the complete spectrum of the organization's products and services ... our associates. That's why we offer a comprehensive Total Rewards package designed to make a ...

TIAA

Financial Consultant

Columbia, SC

$72K - $95K/yr

... financial representatives on the complete spectrum of the organization's products and services ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Columbia, SC · On-site

$72K - $95K/yr

... financial representatives on the complete spectrum of the organization's products and services ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Nuveen

Financial Consultant

Columbia, SC · On-site

$85 - $110/hr

... financial representatives on the complete spectrum of the organization's products and services ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Columbia, SC

Associate Financial Representative information

See Columbia, SC salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for associate financial representative in Columbia, SC is $24.34, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $23.80 per hour, depending on experience, location, and employer.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

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

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are the most commonly searched types of Financial Representative jobs in Columbia, SC?

The most popular types of Financial Representative jobs in Columbia, SC are:

What are popular job titles related to Associate Financial Representative jobs in Columbia, SC?

For Associate Financial Representative jobs in Columbia, SC, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Columbia, SC look for?

The top searched job categories for Associate Financial Representative jobs in Columbia, SC are:

What cities near Columbia, SC are hiring for Associate Financial Representative jobs?

Cities near Columbia, SC with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Columbia, SC as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $44,688 per year, or $21.5 per hour.

Associate Financial Professional

Stone Press Financial Group

Lexington, SC

$80K/yr

Full-time

Re-posted 13 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.