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Finance Associate Jobs in Bluffton, SC (NOW HIRING)

Shift HR

Associate Advisor

Ridgeland, SC

Associate Advisor | Wealth Management A meaningful next step for an investment professional who ... Work alongside Financial Advisors to serve established client relationships and help deliver ...

Shift HR

Associate Advisor

Ridgeland, SC · On-site

$60 - $90/hr

Associate Advisor | Wealth Management A meaningful next step for an investment professional who ... Work alongside Financial Advisors to serve established client relationships and help deliver ...

Bluffton Financial Planning (Raymond James)

Be Seen First

Client Services Associate

Bluffton, SC · On-site

$16 - $20/hr

Bachelor's or Associate degree in Business, Finance, Communications, or a related field preferred. * Experience: 3-5+ years of professional administrative, banking, or client service experience ...

Troon

Associate Golf Professional

Savannah, GA · On-site

$55K/yr

As an associate of Troon , you will contribute to a global leader in golf and community management. Pay: $50,000-$60,000 annually, based on experience. Summary: This position is designed to run the ...

Troon Golf

Associate Golf Professional

Savannah, GA · On-site

$50K - $60K/yr

As an associate of Troon , you will contribute to a global leader in golf and community management. Pay: $50,000-$60,000 annually, based on experience. Summary: This position is designed to run the ...

Symphona

Audit Senior Associate

Savannah, GA · On-site

$75K - $92K/yr

The Audit Senior Associate supports the Firm's goals and values through all professional ... Bachelor's degree and/or Master's degree in Accounting, Finance or related field. * 3+ years of ...

H&R Block

Tax Associate

Savannah, GA · On-site

$44K - $59K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Bluffton, SC · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Rincon, GA · On-site

$53K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

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Finance Associate information

See Bluffton, SC salary details

$28.4K

$65.6K

$128.6K

How much do finance associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for finance associate in Bluffton, SC is $65,561.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,600.00 and $71,700.00 per year, depending on experience, location, and employer.

What is a finance associate?

A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.

What are the key skills and qualifications needed to thrive as a finance associate, and why are they important?

To thrive as a Finance Associate, you need a strong grasp of financial analysis, accounting principles, and a relevant degree such as finance, accounting, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems like SAP or Oracle are typically expected. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies ensure accurate financial reporting, insightful analysis, and smooth collaboration within finance teams and with other departments.

What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?

Finance Associates often juggle several tasks with tight deadlines, such as preparing financial reports, processing invoices, and supporting month-end or quarter-end closing activities. Balancing these responsibilities can be challenging, especially during peak reporting periods. Effective time management, strong organizational skills, and clear communication with team members and other departments are essential to meet expectations and ensure accuracy. Many organizations provide structured workflows and support from senior finance staff to help associates manage these demands.

What do you do as a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and accounting software and may review financial documents to ensure accuracy. The role typically requires strong analytical skills and attention to detail.

What is the best entry-level finance associate job?

An entry-level finance associate role typically involves supporting financial analysis, preparing reports, and assisting with budgeting and forecasting. Candidates often need a bachelor's degree in finance, accounting, or a related field, along with strong Excel skills and attention to detail.
More about Finance Associate jobs

What are the most commonly searched types of Finance jobs in Bluffton, SC?

The most popular types of Finance jobs in Bluffton, SC are:

What job categories do people searching Finance Associate jobs in Bluffton, SC look for?

The top searched job categories for Finance Associate jobs in Bluffton, SC are:

What cities near Bluffton, SC are hiring for Finance Associate jobs?

Cities near Bluffton, SC with the most Finance Associate job openings:

Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Bluffton, SC as of August 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 $65,561 per year, or $31.5 per hour.

Associate Advisor

Dividend Assets Capital

Ridgeland, SC • On-site

Full-time

Posted 18 days ago

Job description

Associate Advisor | Wealth Management
A meaningful next step for an investment professional who wants to be closer to the client, the portfolio, and the decision-making.
We are looking for an Associate Advisor to join our wealth management team and work alongside experienced Financial Advisors serving high-net-worth individuals, families, trusts, and foundations.
This is not a role built around simply moving paperwork from one desk to another. You will have meaningful exposure to investment management, financial planning, portfolio analysis, and client relationships while working directly with advisors and our investment and client service teams.
For the right person, this role can be the next step toward becoming a Financial Advisor.
What You'll Do
You'll be involved in the work that sits at the center of a wealth management practice:
  • Work alongside Financial Advisors to serve established client relationships and help deliver thoughtful investment and wealth management advice.
  • Participate in client meetings, prepare materials, conduct research, and follow through on client needs and recommendations.
  • Assist with portfolio reviews, investment analysis, financial planning, and the implementation of investment strategies.
  • Take ownership of client onboarding, account openings, transfers, cash management, and ongoing account servicing.
  • Develop a strong understanding of each client's objectives, circumstances, and long-term financial priorities.
  • Monitor markets, economic developments, and investment opportunities to support portfolio and client discussions.
  • Work closely with our investment, operations, and client service teams to ensure strategies are implemented accurately and clients receive a high level of service.
  • Contribute to relationship development and business development efforts as your experience grows.
  • Use platforms including Schwab Advisor Services, Orion, Microsoft Office/Excel, financial planning software, and portfolio management systems.
What We're Looking For
We're looking for someone who is technically capable, intellectually curious, organized, and comfortable working with people.
You should have:
  • A bachelor's degree from an accredited four-year institution; Finance, Economics, Business, or a related field preferred.
  • Series 65 required.
  • 3-5 years of experience in wealth management, investment management, financial planning, or a related client-facing investment role.
  • Experience working with high-net-worth clients is preferred.
  • A solid understanding of investments, portfolio management, financial planning, and fiduciary responsibilities.
  • Strong analytical and communication skills, along with the ability to manage details without losing sight of the client.
  • CFP® certification or progress toward the designation is highly valued.

Most importantly, we're looking for someone who wants to build a career in wealth management, not simply hold a position.
Why This Role
Our firm has been serving clients for 20 years and is employee-owned. We have built our business around a disciplined investment philosophy, long-term client relationships, and a commitment to dividend growth investing.
You'll work with experienced professionals, gain exposure to the full advisory process, and have the opportunity to take on increasing responsibility as you develop.
We believe the best advisors combine investment expertise with sound judgment, curiosity, and the ability to earn trust over time.
Our culture is straightforward:
Know Your Stuff.
Be Devoted to Excellence.
Serve With Integrity and Humility.
Be Real and Transparent.
If you're ready for a role where you can deepen your investment expertise, work directly with clients, and build toward the next stage of your career, we'd like to hear from you. Visit this link: https://shifthrllc.hire.trakstar.com/jobs/fk0zivz?source=

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