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Financial Planning Associate Jobs in Myrtle Beach, SC

Aspen Dental Group

Associate Dentist

Myrtle Beach, SC · On-site

$200 - $230/hr

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 ...

Aspen Dental

Associate Dentist

Myrtle Beach, SC

$200K - $230K/yr

At Aspen Dental, we putYou1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

Aspen Dental

Associate Dentist

Myrtle Beach, SC

$200K - $230K/yr

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

Aspen Dental

Associate Dentist

Myrtle Beach, SC

$200K - $230K/yr

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

Aspen Dental

Associate Dentist

Myrtle Beach, SC · On-site

$200K - $230K/yr

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 ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Myrtle Beach, SC

Financial Planning Associate information

See Myrtle Beach, SC salary details

$12

$28

$61

How much do financial planning associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for financial planning associate in Myrtle Beach, SC is $28.77, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $30.91 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 Myrtle Beach, SC?

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

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

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Myrtle Beach, 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 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $59,832 per year, or $28.8 per hour.

Associate Financial Professional

Stone Press Financial Group

North Myrtle Beach, SC

$80K/yr

Full-time

Re-posted 28 days ago

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation:

$80,000+ at plan earnings


Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Bachelor's Degree preferred, 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.

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.