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Financial Associate Jobs in Columbia, SC (NOW HIRING)

TIAA

Financial Consultant

Columbia, SC · On-site

$72K - $95K/yr

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

TIAA

Financial Consultant

Columbia, SC

$72K - $95K/yr

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

Ameriprise Financial

Client Service Associate

Lexington, SC · On-site

$12.50 - $17/hr

We are a longstanding leader in financial planning and advice, a global asset manager and an ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Ameriprise Financial

Client Service Associate

Lexington, SC · On-site

$12.50 - $17/hr

We are a longstanding leader in financial planning and advice, a global asset manager and an ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Columbia Eye Clinic

FINANCIAL COUNSELOR

Lexington, SC · On-site

$16.25 - $21.25/hr

Communicates with Patient Financial Services Supervisor regarding patient financial issues ... Associates degree in accounting and 2 years' experience, or equivalent combination of education and ...

Paul Mitchell Schools

Financial Aid Advisor

Columbia, SC · On-site

$18.75 - $24/hr

Associate's degree required * Bachelor's degree preferred REPORTING STRUCTURE Department: Financial Services Primary Supervisor: Financial Services Leader TERMS OF EMPLOYMENT Location: 1008 Meeting ...

Paul Mitchell

Financial Aid Advisor

Columbia, SC

$18.75 - $24/hr

Associate's degree required * Bachelor's degree preferred REPORTING STRUCTURE Department: Financial Services Primary Supervisor: Financial Services Leader TERMS OF EMPLOYMENT Location: 1008 Meeting ...

Paul Mitchell Schools

Financial Aid Advisor

Columbia, SC · On-site

$18.75 - $24/hr

Associate's degree required * Bachelor's degree preferred REPORTING STRUCTURE Department: Financial Services Primary Supervisor: Financial Services Leader TERMS OF EMPLOYMENT Location: 1008 Meeting ...

Flex Ltd.

Financial Analyst

Columbia, SC · On-site

Reporting to the Controller, the Financial Analyst will be in charge of preparing and researching financial reports to support the business needs and ensure charges and headcount are passed to the ...

Flex

Financial Analyst

Columbia, SC

Reporting to the Controller, the Financial Analyst role will be in charge of preparing and researching financial reports to support the business needs and ensure charges and headcount are passed to ...

Flex

Financial Analyst

Columbia, SC · On-site

Reporting to the Controller, the Financial Analyst will be in charge of preparing and researching financial reports to support the business needs and ensure charges and headcount are passed to the ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Columbia, SC

Financial Associate information

See Columbia, SC salary details

$24.9K

$57.5K

$112.7K

How much do financial associate jobs pay per year?

As of Aug 1, 2026, the average yearly pay for financial associate in Columbia, SC is $57,461.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,800.00 and $62,900.00 per year, depending on experience, location, and employer.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills to help clients or organizations meet their financial goals.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
What are the most commonly searched types of Financial jobs in Columbia, SC? The most popular types of Financial jobs in Columbia, SC are:
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What cities near Columbia, SC are hiring for Financial Associate jobs? Cities near Columbia, SC with the most Financial Associate job openings:
Financial Associate jobs near you

Associate Financial Professional

Stone Press Financial Group

Lexington, SC • On-site, Remote

Full-time

Re-posted 20 days ago

Job description

Description
Join Stone Press Financial Group as an Associate Financial Professional, where your impact will help shape the financial futures of families and communities. Our mission, "To Do Good," is at the heart of everything we do, offering individuals stability and confidence through life's challenges. With our 175-year legacy, we provide the foundation and resources you need to succeed. You'll benefit from comprehensive support, training, and the tools necessary to build strong client relationships and deliver personalized financial solutions. If you're a driven professional eager to grow in financial services, we're excited to support your journey and help you realize your potential.
Qualifications
• Bachelor's Degree a must, sales experience and/or financial internships a plus
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth
• You are personable and caring, with a natural ability to connect and communicate with others
• Enthusiastic, high energy, and positive attitude
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
• Must have excellent communication and interpersonal skills
• Quick learner who is comfortable in a fast-paced, dynamic environment

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