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Financial Planning Associate Jobs in Lancaster, SC

LPL Financial

Data Engineer II

Fort Mill, SC · On-site

$40.10 - $66.83/hr

  • Medical

  • Retirement

  • PTO

At LPL Financial we consider it our mission to take care of our advisors so they can take care of ... Collaborate in an Agile Scrum environment, participating in sprint planning, daily stand-ups, and ...

LPL Financial Holdings, Inc.

Data Engineer II

Fort Mill, SC · On-site

$40.10 - $66.83/hr

  • Medical

  • Retirement

  • PTO

At LPL Financial we consider it our mission to take care of our advisors so they can take care of ... Collaborate in an Agile Scrum environment, participating in sprint planning, daily stand-ups, and ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Lancaster, SC

Financial Planning Associate information

See Lancaster, SC salary details

$11

$27

$57

How much do financial planning associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for financial planning associate in Lancaster, SC is $27.26, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $29.33 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 the most commonly searched types of Financial Planning jobs in Lancaster, SC?

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

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

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

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

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

Financial Planning Associate jobs near you

Financial Services Associate

S.Y. Financial Services

Charlotte, NC • Remote

$40K - $60K/yr

Full-time

Re-posted 21 days ago

Job description

Overview


SY Financial Services is a growing financial services agency focused on helping individuals, families, and business owners protect their income, prepare for retirement, and build long-term financial security.


We are currently expanding our team and seeking motivated individuals to join as Financial Services Associate. This is an entry-level, remote opportunity for someone who is interested in learning the financial services industry, working directly with clients, and developing long-term professional skills.


No prior financial services experience is required. Training, mentorship, and field support are provided.


This role is best suited for someone who is coachable, self-motivated, comfortable communicating with people, and interested in a performance-based career path.


About the Role


Financial Services Associates work with clients virtually to help them understand basic financial concepts, identify their needs, and review available financial solutions. This may include areas such as life insurance, retirement planning, annuities, wealth protection, and financial education.


Associates follow a structured training process and receive support while learning how to speak with clients, schedule appointments, complete field training, and build confidence in the industry.


Responsibilities


  • Meet with clients virtually to review financial goals and needs
  • Provide education on basic financial concepts and available solutions
  • Assist clients with implementing appropriate financial strategies
  • Maintain ongoing communication and follow-up with clients
  • Participate in training, mentorship, and team development sessions
  • Follow a structured process for client appointments and field training
  • Work with team members to maintain a high level of client service

Benefits of the role


  • Remote work structure
  • Flexible schedule
  • Training and mentorship provided
  • Ability to start part-time or full-time
  • Leadership development opportunities
  • Client-facing experience in a regulated industry
  • Opportunity to grow into a leadership or agency-building role over time
  • Performance-based income with growth potential based on activity, production, and consistency

Qualifications


  • Strong communication and interpersonal skills
  • Self-motivated and able to work independently
  • Comfortable working in a remote environment
  • Willingness to learn and complete training
  • Professional, coachable, and willing to follow a proven process
  • Comfortable speaking with individuals and families about financial topics
  • No prior financial services experience required

Requirements


  • Must be at least 18 years old
  • Must be legally authorized to work in the United States
  • Must be able to pass a background check
  • Must have reliable phone, internet, and basic computer access
  • Must be willing to obtain a state life insurance license if not already licensed

Licensing Requirement


This position requires a state life insurance license. If you are not currently licensed, guidance and support are provided throughout the licensing process.


Licensing costs are the responsibility of the individual. The license belongs to the individual, not the company.


Compensation


Compensation is performance-based and varies depending on licensing status, activity level, client appointments, production, and consistency.


This is not an hourly or salaried position. A realistic first-year income range for someone actively working the business is $40,000-$60,000 but income is not guaranteed.


This opportunity is best suited for someone who wants flexibility, mentorship, professional growth, and the ability to build based on performance.