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Entry Level Financial Planner Jobs in Greer, SC (NOW HIRING)

Garver

WI-MAP Project Engineer (Entry-Level)

Greenville, SC · On-site

$63K - $83K/yr

Water supply and integrated master planning, including evaluations of surface water supplies ... Efficiently execute workload to maintain project schedule and project financials * Consistently ...

Garver

WI-MAP Project Engineer (Entry-Level)

Greenville, SC · On-site

$63K - $83K/yr

Water supply and integrated master planning, including evaluations of surface water supplies ... Efficiently execute workload to maintain project schedule and project financials * Consistently ...

InsuraTec

Sales Representative (Remote)

Greenville, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Easley, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Taylors, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Greenville, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Greer, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Greenville, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Mauldin, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Greenville, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Greenville, SC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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

Entry Level Financial Planner information

See Greer, SC salary details

$48.6K

$93K

$134.1K

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

As of Aug 19, 2026, the average yearly pay for entry level financial planner in Greer, SC is $92,958.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,100.00 and $98,100.00 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 Greer, SC?

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

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

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

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

Cities near Greer, 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 Greer, SC as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $92,958 per year, or $44.7 per hour.

Financial Planning Specialist

Global Lending Services

Greenville, SC • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Global Lending Services rating

7.5

Company rating: 7.5 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why GLS?

Purpose: Access to affordable, reliable transportation is essential to leading productive work and personal lives, caring well for oneself, one's family, and the needs of others. Through advanced analytics and technology, we can more accurately predict credit risk and provide more people with an affordable auto financing option for their next vehicle. That's what GLS has done for over 10 years, helping more than half a million families meet and improve their transportation needs. 

People: Join a culture of over 1,000 employees who Care Deeply and Think Boldly, driving innovation in an adaptive and positive culture that celebrates successes. We empower and reward individuals and teams who make direct, positive impacts to the business and each other, who take pride in their work and are ever-raising the bar. 

Growth: Recognized by Inc 5000 as one of the fastest-growing private companies in America. Join GLS to grow with us!

Benefits: GLS offers the below great benefits for your amazing work!
o   Competitive base pay and performance bonuses, dependent on role
o   Medical, dental, vision, telemedicine, supplemental insurance benefits, long-term and short-term disability
o   401K with employer match and 100% immediate vesting
o   Paid Time Off (PTO) and paid company holidays to help you balance work and personal life
o   Paid Volunteer Time Off (VTO) Annually
o   Tuition Reimbursement
o   Parental Leave
o   Business casual work environment

***This posting is to enter our campus recruiting and entry-level process for position offers being made for 2026***
 
What does it mean to be a Financial Planning Specialist at GLS?
As a Financial Planning Specialist, you will support several functions that contribute to the overall financial success of the organization including but not limited to department-level budgeting and forecasting, detailed expense reporting and review, vendor management and analysis, headcount monitoring and forecasting, special cost savings projects, and monthly expense journal entries.
How will you drive value within the organization as a Financial Planning Specialist?
  • Update and maintain the department budget process; identify key monthly variances to budget and present to senior management; prepare materials for monthly and quarterly communications with department leaders
  • Monitor monthly expenses with key vendors and identify material issues for senior management
  • Collaborate with Accounting team to determine and book monthly expense accruals
  • Support the vendor management process with detailed financial analyses of vendor proposal
  • Monitor and track monthly spend on third party labor; coordinate the capital expenditure accounting process with the Accounting department; coordinate with the IT department on third party labor allocations
  • Coordinate with senior management to identify cost savings projects; support or lead ad hoc cost savings projects as necessary
  • Build and maintain detailed cost forecasts by department as necessary
  • Support the overall budgeting process by providing insights on cost trends
  • Maintain and build analyses to monitor headcount levels and trends, and allocate headcount by location; identify and explain key drivers of variances to employee expense as needed
What should you already know to be successful in this role?
  • Minimum of bachelor's degree in Finance, Financial Management, Accounting, Mathematics, or a related field required
  • Basic knowledge of accounting and financial concepts required
  • Strong analytical, problem solving, data gathering, and analysis skills required
  • Strong Excel skills required; basic knowledge least one computer coding language (VBA, SQL) preferred
  • High level of intellectual curiosity required including the inclination and ability to understand the drivers of financial results and the overall financial picture of the organization at a high-level
  • High level of professional maturity; verbal and written communication skills necessary to interact with senior management required
  • Strong drive, ambition, and self-motivation; 'self-starter' with the ability to independently resolve day-today issues
  • Excellent organizational skills with high attention to detail
  • Team player that can adapt in a fast paced and changing environment
  • Commitment to exemplifying the organizational core values and key competencies
Employment Requirements:
  • This is an exempt level position whereby business need will dictate the exact work schedule which should be expected to vary at times. Generally, the days and hours of work are Monday through Friday, 8:30am-5:30pm
  • Regular, predictable attendance is required, including in excess of 40 hours per week as business demands dictate
  • Evening and weekend work may be required as job duties demand
  • The position does not require travel
  • Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity
  • Remain in a stationary position up to 100% of the workday
  • Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity
  • Remain in a stationary position up to 100% of the workday
2023 California Applicant Privacy Notice
GLS participates in the E-Verify program to confirm the employment eligibility of all newly hired employees
Please visit www.glsauto.com for information about our great company and other amazing opportunities

 
Applicants have rights under Federal Employment Laws
Family and Medical Leave Act (FMLA) 
Equal Employment Opportunity (EEO) 
Employee Polygraph Protection Act (EPPA) 
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