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Financial Planning Associate Jobs in Greer, SC (NOW HIRING)

Associate Dentist

Spartanburg, SC · On-site

$200 - $230/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients* Providing high-quality ...

New

Director of Perioperative Services

Greenville, SC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial planning and budget oversight, quality improvement, and supervision/growth of management ... As a Bon Secours associate, you're part of a Mission that matters. We support your well-being ...

Showing results 41-60

Financial Planning Associate information

See Greer, SC salary details

$13

$30

$65

How much do financial planning associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for financial planning associate in Greer, SC is $30.73, according to ZipRecruiter salary data. Most workers in this role earn between $19.86 and $33.03 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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

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

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

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

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

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

Infographic showing various Financial Planning Associate job openings in Greer, SC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $63,922 per year, or $30.7 per hour.

Staff Nurse - AnMed Piedmont Emergency Department

AnMed

Piedmont, SC • On-site

Part-time

Medical, Retirement, PTO

Re-posted yesterday


AnMed rating

7.2

Company rating: 7.2 out of 10

Based on 46 frontline employees who took The Breakroom Quiz

348th of 888 rated healthcare providers


Job description

Located in the heart of Anderson, South Carolina, AnMed is a dynamic, not-for-profit health system dedicated to delivering exceptional care with compassion, innovation, and integrity. At AnMed, our mission is simple yet powerful:
To provide exceptional and compassionate care to all we serve.
AnMed has been named one of the Best Employers in South Carolina by Forbes, reflecting our commitment to a supportive, inclusive, and purpose-driven workplace. Whether you're just starting your career or looking to grow in a new direction, you'll find opportunities to thrive, lead, and make a meaningful impact here.
Unit Details
The freestanding Emergency Department at AnMed Piedmont is a 10-bed unit dedicated to initial evaluation and care of patients presenting with illness or injury. The Emergency Department is staffed with a board-certified emergency physician and registered nurses. The Emergency Department sees patients with varying acuities and a wide variety of illnesses and injuries from pediatrics to geriatrics.
Duties & Responsibilities
  • Provides quality patient care consistent with the standards and guidelines established by AnMeds Emergency Department.
  • Clinically competent professional who works with the Emergency Department staff in providing age specific, quality care to all patients.
  • Able to utilize the nursing process to provide individualized care participating with a multidisciplinary health care team to resolve identified patient problems and or needs.
  • While working in the Emergency Department the Registered nurse works under the guidance and supervision of the Emergency Department charge nurse(s) providing treatment as ordered by the physician(s) / provider(s) helping to promote quality and safe care of the patients within the department.

Qualifications
  • Licensed Registered Nurse in South Carolina.
  • 2 years of experience required
  • Emergency and Critical Care experience preferred
  • BSN preferred, ADN candidates must be enrolled in BSN program within 18 months of hire date. BSN required within 4 years from date of hire.
  • Successful completion of BLS, ACLS, and PALS certifications within one (1) year from date of hire.
  • TNCC or BTLS certifications within one (1) year from date of hire
  • Continues to learn and grow professionally through accepting assignments with differing patient load and complexity, clinical development programs, and involvement in professional organization.

**AnMed Associate Degree Nurses (ADN) who were hired as RNs prior to January 1, 2013, and continue to work as an acute care Staff Nurse since that date, were "grandfathered" and the requirement to obtain BSN within four (4) years does not apply.**
Benefits*
  • Medical Insurance & Wellness Offerings
  • Compensation, Retirement & Financial Planning
  • Free Financial Counseling
  • Work-Life Balance & Paid Time Off (PTO)
  • Professional Development
  • For more information, please visit: anmed.org/careers/benefits

*Varied benefits packages are available to employees in positions with a 0.6 FTE or higher.

What AnMed employees say

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Benefits

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About AnMed

Sourced by ZipRecruiter

AnMed is a dynamic, comprehensive health system in Anderson, S.C. For more than 100 years, AnMed has provided health care for residents of eight counties in upstate South Carolina and northeast Georgia. AnMed’s medical staff includes more than 400 physicians, and over 3,600 employees. AnMed has been an inseparable part of the Anderson community for more than a century. From its modest beginning as a 25-bed hospital in 1908, AnMed has evolved into the state’s largest independent, not-for-profit health system with more than 50 patient care sites and nearly 4,000 employees. Our goal is to provide excellent care. The health system is anchored by the 461-bed Medical Center in Anderson. AnMed also has a satellite North Campus which includes a comprehensive Cancer Center, physician offices, AnMed Rehabilitation Hospital and the Cardiac and Orthopaedic Center. AnMed Cannon, located in Pickens, South Carolina, is also part of the system.

Industry

Outpatient health care

Company size

1,001 - 5,000 Employees

Headquarters location

Anderson, SC, US