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Entry Level Financial Advisor Jobs in Mount Pleasant, SC

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior ...

Raising Cane's

Cook - Weekday Morning

Mount Pleasant, SC · On-site

$17.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Weekday Morning

Mount Pleasant, SC · On-site

$17.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Weekday Morning

Mount Pleasant, SC · On-site

$17.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Weekday Morning

Mount Pleasant, SC · On-site

$17.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Mount Pleasant, SC

Entry Level Financial Advisor information

See Mount Pleasant, SC salary details

$34.4K

$97.6K

$137.6K

How much do entry level financial advisor jobs pay per year?

As of Aug 21, 2026, the average yearly pay for entry level financial advisor in Mount Pleasant, SC is $97,621.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,700.00 and $125,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Mount Pleasant, SC?

The most popular types of Financial Advisor jobs in Mount Pleasant, SC are:

What are popular job titles related to Entry Level Financial Advisor jobs in Mount Pleasant, SC?

For Entry Level Financial Advisor jobs in Mount Pleasant, SC, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Mount Pleasant, SC look for?

The top searched job categories for Entry Level Financial Advisor jobs in Mount Pleasant, SC are:

What cities near Mount Pleasant, SC are hiring for Entry Level Financial Advisor jobs?

Cities near Mount Pleasant, SC with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Mount Pleasant, SC as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $97,621 per year, or $46.9 per hour.

Junior Financial Advisor

Allora

Mount Pleasant, SC • On-site

$3.0K/mo

Full-time

Retirement

Re-posted 24 days ago

Job description

Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced professionals. This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal candidate is eager to enhance their knowledge of financial products, regulations, and best practices, while delivering exceptional service to clients. Attention to detail, excellent communication skills, and a commitment to ethical standards are essential for success in this role. Our client prioritizes professional development and provides ongoing training, enabling our advisors to stay ahead in the fast-paced financial industry. Joining the team means becoming part of a company that values integrity, client satisfaction, and continuous growth. If you are passionate about finance and dedicated to helping clients secure their financial future, this is the perfect opportunity to launch your career as a Junior Financial Advisor with our client.
Responsibilities
  • Assist senior financial advisors in creating and implementing customized financial plans for clients.
  • Conduct research on financial products, market trends, and economic data to support client advice.
  • Analyze clients' financial situations, including income, expenses, investment portfolios, and risk tolerance.
  • Maintain accurate and detailed records of client interactions, transactions, and financial plans.
  • Prepare presentations and reports to effectively communicate financial strategies to clients.
  • Build and maintain strong relationships with clients by providing timely and professional support.
  • Stay up-to-date with industry regulations, compliance requirements, and best practices.

Requirements
  • Prior experience in financial services
  • Has demonstrated some success but is seeking stronger mentorship and structure
  • Active licenses required: Series 7, Series 66
  • Willingness to pursue CFP® certification
  • Clean background and strong professional ethics
  • Strong interpersonal and communication skills
  • Motivated, coachable, and growth-oriented

Benefits
  • Base Salary: $3,000/month
  • Total Target Compensation: ~$50,000+ (base + commission)
  • Commission Split: Participation in revenue from both existing and new clients
  • Annual Increase: 10% to 20% compensation growth potential year-over-year
  • Discretionary Bonus based on performance
  • Benefits Package Includes:
  • 401(k) with employer match + profit sharing
  • Cash Balance Plan (employer-funded only; 3-year vesting schedule)

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