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Financial Associate Jobs in Sumter, SC (NOW HIRING)

H&R Block

Tax Associate

Columbia, 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 ...

Securitize

Strategic FP&A Analyst

Columbia, SC

$79K - $98K/yr

Role Overview We are seeking a detail-oriented Senior FP&A Analyst to support and help scale Securitize's financial planning and analysis function as a newly public company. Securitize (NYSE: SECZ ...

Hibbett Retail, Inc.

Sales Associate

Columbia, SC · On-site

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Hibbett Retail, Inc.

Sales Associate

Manning, SC · On-site

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Hibbett Retail, Inc.

Sales Associate

Columbia, SC

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Desort

Associate Dentist- Sumter, SC

Sumter, SC · On-site

Associate Dentist- Sumter, SC A growing dental practice is seeking a full-time Associate Dentist to ... and financial growth within a supportive, dentist-led environment. The practice offers a steady ...

Hibbett Retail, Inc.

Sales Associate

Columbia, SC

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Hibbett Retail, Inc.

Sales Associate

Columbia, SC

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Hibbett Retail, Inc.

Sales Associate

Lake City, SC · On-site

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Hibbett Retail, Inc.

Sales Associate

Sumter, SC

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Hibbett Retail, Inc.

Sales Associate

Camden, SC · On-site

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Sumter, SC

Financial Associate information

See Sumter, SC salary details

$27.2K

$62.7K

$122.9K

How much do financial associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial associate in Sumter, SC is $62,670.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $68,600.00 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 popular job titles related to Financial Associate jobs in Sumter, SC?

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

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

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

What cities near Sumter, SC are hiring for Financial Associate jobs?

Cities near Sumter, SC with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Sumter, SC as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $62,670 per year, or $30.1 per hour.

Insurance and Financial Services Position - State Farm Agent Team Member

Tammy Kelly - State Farm Agent

Sumter, SC • On-site

Full-time

Life, Retirement, PTO

Re-posted 17 days ago

Job description

Benefits:
  • 401(k)

Position Overview
State Farm Insurance Agent located in Sumter SC is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Tammy Kelly, State Farm Agent you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Interest in marketing products and services based on customer needs
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Proactive in problem solving
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon marketing goals
  • Experience in marketing
  • Ability to assess customer needs and conduct effective interviews
  • Ability to effectively relate to a customer
  • Experience in marketing financial products
  • Property and Casualty license (must have currently)
  • Life and Health license (must be able to obtain)
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
  • Bachelor's degree preferred
  • Associate's degree or higher required
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.  State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.