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Investment Associate Jobs in Anderson, SC (NOW HIRING)

Retail Associate

Williamston, SC · On-site

$11.50 - $13.25/hr

SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are ...

Tax Associate

Lavonia, GA · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Tax Associate

Elberton, GA · 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 ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Tax Associate

Simpsonville, SC · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Tax Associate

Greenville, SC · On-site

$54K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Tax Associate

Greenville, SC · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

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Investment Associate information

See Anderson, SC salary details

$20.1K

$88.9K

$195.4K

How much do investment associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for investment associate in Anderson, SC is $88,859.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $107,600.00 per year, depending on experience, location, and employer.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

What job categories do people searching Investment Associate jobs in Anderson, SC look for?

The top searched job categories for Investment Associate jobs in Anderson, SC are:

What cities near Anderson, SC are hiring for Investment Associate jobs?

Cities near Anderson, SC with the most Investment Associate job openings:

Infographic showing various Investment Associate job openings in Anderson, SC as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $88,859 per year, or $42.7 per hour.

$60K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted yesterday

New


World Insurance Associates rating

7.8

Company rating: 7.8 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

194th of 310 rated insurance


Job description

Description

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Associate Producer
Position Overview
The Associate Producer Program is designed for high-potential professionals ready to launch a successful career in insurance sales and business development. Through structured training, licensing support, mentorship, and hands-on prospecting experience, Associate Producers develop the skills, habits, and industry expertise necessary to progress into a validated Producer role.

This is an entry-level sales position ideal for motivated individuals who are competitive, coachable, resilient, and eager to build relationships. Associate Producers work alongside experienced Producers and mentors to identify new business opportunities, develop sales pipelines, and gain exposure to client-facing activities while building a foundation for long-term success within the organization.
Primary Responsibilities

  • Identify, prospect, and cultivate new business opportunities through cold calling, networking, referrals, and in-person meetings.
  • Develop and maintain a consistent prospecting strategy to build a qualified sales pipeline.
  • Complete all required licensing, onboarding, producer school, and sales training programs.
  • Leverage HubSpot and other sales tools to document activities, manage opportunities, and track pipeline progress.
  • Shadow experienced Producers during prospect, client, and carrier meetings to gain practical industry knowledge.
  • Build and maintain relationships with prospective clients while delivering a professional and consultative sales approach.
  • Learn commercial insurance, risk management, employee benefits, and related solutions offered through World's platform.
  • Collaborate with mentors and internal specialists to develop client-focused solutions.
  • Achieve established activity, pipeline, and production goals throughout the program.
  • Progress toward independent management of client relationships and sales opportunities.

Qualifications

  • Bachelor's degree preferred or equivalent business development, sales, or professional experience.
  • Strong desire to build a career in sales, insurance, and risk management.
  • Competitive, disciplined, and goal-oriented mindset.
  • Comfortable with outbound prospecting, cold calling, networking, and handling rejection.
  • Excellent verbal, written, presentation, and interpersonal communication skills.
  • Ability to build relationships and establish credibility with prospective clients.
  • Self-motivated with strong organizational and time-management skills.
  • Coachable and receptive to feedback and ongoing development.
  • Proficiency with Microsoft Office applications and CRM systems; HubSpot experience is a plus.
  • Willingness to participate in ongoing training, mentorship, and professional development programs.

Compensation & Benefits

At World Insurance, we believe high performance should be rewarded. As an Associate Producer, you'll receive a competitive compensation package that includes a base salary, commission opportunities, and a comprehensive benefits program. Benefits include medical, dental, vision, as well as a 401(k) plan with immediate vesting.

The anticipated base salary range for this position is $60,000 to $80,000, determined by factors including geographic location, relevant experience, demonstrated sales success. As you build your book of business, expand client relationships, and drive revenue growth, your earning potential can increase significantly, with the opportunity to exceed the stated salary range.

Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business.


TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.


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