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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 · 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 ...

Nuveen

Financial Consultant

Columbia, SC · On-site

$85 - $110/hr

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 · On-site

$70 - $100/hr

Financial Consultant (T) The Financial Consultant is responsible for providing in person and ... our associates. That's why we offer a comprehensive Total Rewards package designed to make a ...

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 ...

Ourhrconnect

Financial Analyst

Columbia, SC · On-site

Summary Extracts and reports enrollment and financial data used to develop competitive rates to achieve financial targets and reach profitability goals. Description Why should you join the BlueCross ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Columbia, SC

Financial Associate information

See Columbia, SC salary details

$28.2K

$65.1K

$127.7K

How much do financial associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial associate in Columbia, SC is $65,102.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,300.00 and $71,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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

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

What are popular job titles related to Financial Associate jobs in Columbia, SC?

For Financial Associate jobs in Columbia, SC, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Columbia, SC look for?

The top searched job categories for Financial Associate jobs in Columbia, SC are:

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 13 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

Apply