ZipRecruiter

Log In

1

Financial Advisor Development Program Jobs in Charleston, SC

Td

Financial Advisor - Charleston, SC

Charleston, SC · On-site

$72K - $108K/yr

TD Wealth The Financial Advisor (FA) role is a three-year program with a forgivable draw, for ... Through regular development conversations, training programs, and a competitive benefits plan, w ...

Baird

Senior Client Specialist

Charleston, SC · On-site

... or more Financial Advisors. This role goes beyond daily operations-leading complex client ... You'll also drive business development by identifying growth opportunities, enhancing advisor ...

next page

Showing results 1-20

All JobsFinancial Advisor Development Program JobsFinancial Advisor Development Program Jobs in Charleston, SC

Financial Advisor Development Program information

See Charleston, SC salary details

$33.7K

$95.6K

$134.8K

How much do financial advisor development program jobs pay per year?

As of Jun 13, 2026, the average yearly pay for financial advisor development program in Charleston, SC is $95,579.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,200.00 and $122,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in a Financial Advisor Development Program, and why are they important?

To thrive in a Financial Advisor Development Program, you generally need a bachelor's degree in finance, economics, or a related field, strong analytical abilities, and foundational knowledge of investment principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and obtaining licenses such as the Series 7 and 66 are typically required. Exceptional interpersonal skills, active listening, and resilience make candidates stand out when building client relationships and navigating challenges. These skills and qualifications are crucial for effectively guiding clients, complying with industry regulations, and achieving long-term success in financial advisory roles.

What Is a Financial Advisor Development Program?

A financial advisor development program (FADP) prepares new employees for a career in financial planning. These professional development programs, operated by financial planning firms and companies, provide training to recent graduates and those new to the industry who want to work as financial planners. In these programs, you learn how to provide investment planning and wealth management services to clients through hands-on experience in advising and client relations and mentorships with experienced Certified Financial Planners (CFPs). FADP participants usually perform entry-level or administrative duties in different departments or areas within a company while training to get a fuller understanding of the roles of various team members who contribute to the company.

What is a Financial Advisor Development Program?

A Financial Advisor Development Program is a structured training initiative offered by financial institutions to prepare individuals for careers as financial advisors. Participants typically receive a combination of classroom instruction, mentorship, and hands-on experience in areas such as investment strategies, financial planning, and client relationship management. These programs are designed to help aspiring advisors develop the knowledge, skills, and certifications required to succeed in the financial services industry. Completion of the program often leads to placement as a full-time financial advisor within the organization.

What is the difference between Financial Advisor Development Program vs Financial Planner?

AspectFinancial Advisor Development ProgramFinancial Planner
CredentialsEntry-level certifications, such as Series 7, Series 66, or CFP prepTypically holds CFP certification or similar credentials
Work EnvironmentTraining programs within financial firms, focusing on client acquisition and salesIndependent or firm-based, providing comprehensive financial planning services
Employer & Industry UsageUsed by financial firms to train new advisorsUsed by financial planning firms and independent practitioners
Search & Comparison IntentUnderstanding entry pathways into financial advisingSeeking detailed financial planning services or career info

The Financial Advisor Development Program is a training pathway for aspiring financial advisors, focusing on skill development and firm-specific training. In contrast, a Financial Planner is a professional who provides comprehensive financial planning services, often with advanced certifications. The program prepares individuals for a career in financial advising, while Financial Planners typically serve clients directly with tailored financial strategies.

What can I expect from the mentorship and training structure in a Financial Advisor Development Program?

Most Financial Advisor Development Programs offer a blend of classroom learning, online modules, and hands-on experience under the guidance of seasoned advisors. You’ll typically be paired with a mentor who provides ongoing feedback, helps you build client relationships, and supports you through licensing exams. This collaborative environment not only accelerates your learning curve but also helps you develop essential skills in client communication, portfolio management, and compliance. Regular check-ins and performance reviews are common, ensuring you stay on track to achieve both short-term milestones and long-term career goals.
More about Financial Advisor Development Program jobs
What are popular job titles related to Financial Advisor Development Program jobs in Charleston, SC? For Financial Advisor Development Program jobs in Charleston, SC, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Development Program jobs in Charleston, SC look for? The top searched job categories for Financial Advisor Development Program jobs in Charleston, SC are:
Financial Advisor Development Program jobs near you
Infographic showing various Financial Advisor Development Program job openings in Charleston, SC as of June 2026, with employment types broken down into 95% Full Time, 4% Part Time, and 1% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $95,579 per year, or $46 per hour.
Financial Advisor

Financial Advisor

Grow Financial Federal Credit Union

Charleston, SC

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

Overview

At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.

Our "work from where you do your best work" strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams.

Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY. 

Some of our Benefits/Perks:

  • Medical/Dental/Vision Insurance
  • Employee discount on loans Team members qualify for a discount on consumer loans.
  • Professional Development Reimbursement of up to $5,250 per year for full-time team members.
  • Paid Time Off 15 days/year & over 10 Paid Holidays
  • Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
  • Retirement Benefits (401K) Grow matches up to 8% for team members.
  • Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.
Responsibilities

Responsible for working with members of the credit union to help them with their financial planning needs.  This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning.  Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.

Qualifications

Required Skills/Experience:

  • Bachelor of Arts/Science degree in Finance, Business or related field from an accredited university required.
  • Minimum 2 years of revenue- generating financial sales experience required.
  • Series 7, 66, or (63 and 65) securities licenses required.
  • Florida Life, Accident and Health Insurance License required.
  • Related customer service experience preferred.
  • CFP, ChFC, CRPC, JD, CPA or similar designation currently held or actively pursuing strongly preferred.
  • Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities. 

Physical Demands:

  • Must be able to sit for extended periods of time.
  • Must be able to read, write, speak and type English.
  • Must be able to hear and use a telephone.
  • Use of computer requires repetitive keystrokes.

Work Environment:

  • Preferred candidates will reside in Columbia or Charleston, SC, or within the surrounding region between these two cities.
  • This is a hybrid opportunity-You'll thrive in the energetic environment of our retail stores, with the option to work remote on occasion. 

Apply online now!

An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

Employment Type: FULL_TIME

Apply