ZipRecruiter

Log In

2

Entry Level Financial Planner Jobs in Columbia, SC

DR Horton

Entitlements Coordinator

West Columbia, SC · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... of a planned community * Aid in the coordination of legal counsel or consultants, the review ...

Summit BHC

Mental Health Therapist

Peak, SC · On-site

$68K - $72K/yr

... entry level licensure or independent level licensure. * CPR and de-escalation and restraint ... Participates in multi-disciplinary treatment planning conferences.

Summit BHC

Therapist

Peak, SC · On-site

Participates in multi-disciplinary treatment planning conferences. Presents appropriate patient ... Provides introduction and initial coordination of wide range of community resources: financial ...

IBM

Consultant Intern - SAP 2027

Columbia, SC · On-site

$14 - $18.50/hr

Support teams working on SAP solutions that help clients improve business functions such as finance ... Exposure to ERP systems or SAP concepts is a plus. * Exposure to one or more of the following ...

Summit BHC

Therapist I

Peak, SC

Participates in multi-disciplinary treatment planning conferences. Presents appropriate patient ... Provides introduction and initial coordination of wide range of community resources: financial ...

IBM

Consultant Intern - SAP 2027

Columbia, SC · On-site

Support teams working on SAP solutions that help clients improve business functions such as finance ... Exposure to ERP systems or SAP concepts is a plus. * Exposure to one or more of the following ...

IBM

Consultant Intern - SAP 2027

Columbia, SC · On-site

Support teams working on SAP solutions that help clients improve business functions such as finance ... Exposure to ERP systems or SAP concepts is a plus. * Exposure to one or more of the following ...

DR Horton

HOA Coordinator

West Columbia, SC · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... Planning Department or Land Department for pertinent information; reviewing draft documents for ...

DR Horton, Inc.

HOA Coordinator

West Columbia, SC · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... Planning Department or Land Department for pertinent information; reviewing draft documents for ...

next page

Showing results 1-20

All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Columbia, SC

Entry Level Financial Planner information

See Columbia, SC salary details

$46.7K

$89.4K

$129.1K

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

As of Sep 3, 2026, the average yearly pay for entry level financial planner in Columbia, SC is $89,443.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,300.00 and $94,400.00 per year, depending on experience, location, and employer.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

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

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

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

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
More about Entry Level Financial Planner jobs

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

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

What are popular job titles related to Entry Level Financial Planner jobs in Columbia, SC?

For Entry Level Financial Planner jobs in Columbia, SC, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planner jobs in Columbia, SC look for?

The top searched job categories for Entry Level Financial Planner jobs in Columbia, SC are:

What cities near Columbia, SC are hiring for Entry Level Financial Planner jobs?

Cities near Columbia, SC with the most Entry Level Financial Planner job openings:

Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Columbia, 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 $89,443 per year, or $43 per hour.

Entry-Level Financial Professional

Ardent Financial

Columbia, SC • On-site

Full-time

Posted 6 days ago

Job description

Description
Launch a Career with Long-Term Potential.
Financial services offers something few careers can: the opportunity to own your future, build lasting client relationships, and directly influence your income through the business you create.
Whether you're beginning your career or making a career change, you don't need previous financial services experience to succeed. If you're coachable, motivated, and enjoy helping people, we'll help you become licensed and establish the foundation for a successful career.
As a financial professional, you'll work with individuals, families, and business owners to help protect what matters most. This flexible opportunity combines remote work with in-person collaboration, training, and client meetings, giving you the flexibility to build your business where you're most effective. You'll begin by earning your Life & Health Insurance license while learning the client-centered planning process and developing the skills needed to confidently serve clients.
Unlike many traditional sales careers, you're not building someone else's business-you're building your own. The relationships you establish today become the foundation of a business you'll continue growing for years to come.
No two careers in financial services look exactly alike. Some professionals build exceptional businesses centered on insurance and protection planning. Others expand into retirement planning, investments, and comprehensive financial advice as their careers grow. Whichever path you choose, we'll help you develop the knowledge and experience to succeed.
This is primarily a commission-based opportunity. As you establish your client base, you'll earn commissions based on the relationships you build while benefiting from our business financing program and enhanced commission opportunities designed to support newer financial professionals.
Most importantly, you'll own your book of business-creating long-term value as your client relationships and income grow over time.
Responsibilities
• Obtain your Life & Health Insurance license with our support.
• Build lasting relationships with individuals, families, and business owners.
• Help clients protect their income, families, businesses, and financial future.
• Develop personalized financial strategies based on each client's goals and needs.
• Grow your career through networking, referrals, and community involvement.
• Participate in virtual and in-person training, coaching, and professional development opportunities.
Qualifications
• No previous financial services experience required.
• Ability to obtain a Life & Health Insurance license.
• Coachable with a strong desire to learn and grow.
• Excellent communication and relationship-building skills.
• Self-motivated with an enterprising mindset and strong work ethic.
• Sales, business development, customer service, hospitality, or military experience is a plus, but not required.

Apply