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Investment Operations Associate Jobs in Beaufort, SC

Shift HR

Associate Advisor

Bluffton, SC

Associate Advisor | Wealth Management A meaningful next step for an investment professional who ... Work closely with our investment, operations, and client service teams to ensure strategies are ...

Shift HR

Associate Advisor

Bluffton, SC · On-site

Associate Advisor Wealth Management A meaningful next step for an investment professional who wants ... Work closely with our investment, operations, and client service teams to ensure strategies are ...

Shift HR

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor | Wealth Management A meaningful next step for an investment professional who ... Work closely with our investment, operations, and client service teams to ensure strategies are ...

Johnston & Murphy

Full-Time Stock Associate

Bluffton, SC · On-site

$14 - $17.75/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Bluffton, SC

$14 - $17.75/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Bluffton, SC · On-site

$14 - $17.75/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Sales Associate

Bluffton, SC · On-site

$14 - $25/hr

... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Sales Associate

Bluffton, SC · On-site

$14 - $25/hr

... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Part-Time Stock Associate

Bluffton, SC · On-site

$14 - $17.75/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Bluffton Financial Planning (Raymond James)

Be Seen First

Client Services Associate

Bluffton, SC · On-site

$16 - $20/hr

Track pending operational tasks, follow up proactively on outstanding documentation, and resolve ... We serve individuals, families, retirees, women investors, and business owners across the ...

Johnston & Murphy

Part-Time Stock Associate

Bluffton, SC

$14 - $17.75/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Johnston & Murphy

Part-Time Stock Associate

Bluffton, SC · On-site

$14 - $17.75/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Beaufort, SC

Investment Operations Associate information

See Beaufort, SC salary details

$20K

$88.4K

$194.4K

How much do investment operations associate jobs pay per year?

As of Sep 12, 2026, the average yearly pay for investment operations associate in Beaufort, SC is $88,387.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,200.00 and $107,000.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

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

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Beaufort, SC as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $88,387 per year, or $42.5 per hour.

Associate Advisor

Ridgeland, SC • On-site

Dividend Assets Capital
Investment Management and Consulting Services • 11 - 50 employees
Learn more about Dividend Assets Capitalexternal

Other

Posted 24 days ago

Job description

Associate Advisor | Wealth Management

A meaningful next step for an investment professional who wants to be closer to the client, the portfolio, and the decision-making.

We are looking for an Associate Advisor to join our wealth management team and work alongside experienced Financial Advisors serving high-net-worth individuals, families, trusts, and foundations.

This is not a role built around simply moving paperwork from one desk to another. You will have meaningful exposure to investment management, financial planning, portfolio analysis, and client relationships while working directly with advisors and our investment and client service teams.

For the right person, this role can be the next step toward becoming a Financial Advisor.

What You'll Do

You’ll be involved in the work that sits at the center of a wealth management practice:

  • Work alongside Financial Advisors to serve established client relationships and help deliver thoughtful investment and wealth management advice.
  • Participate in client meetings, prepare materials, conduct research, and follow through on client needs and recommendations.
  • Assist with portfolio reviews, investment analysis, financial planning, and the implementation of investment strategies.
  • Take ownership of client onboarding, account openings, transfers, cash management, and ongoing account servicing.
  • Develop a strong understanding of each client's objectives, circumstances, and long-term financial priorities.
  • Monitor markets, economic developments, and investment opportunities to support portfolio and client discussions.
  • Work closely with our investment, operations, and client service teams to ensure strategies are implemented accurately and clients receive a high level of service.
  • Contribute to relationship development and business development efforts as your experience grows.
  • Use platforms including Schwab Advisor Services, Orion, Microsoft Office/Excel, financial planning software, and portfolio management systems.
What We’re Looking For

We’re looking for someone who is technically capable, intellectually curious, organized, and comfortable working with people.

You should have:

  • A bachelor's degree from an accredited four-year institution; Finance, Economics, Business, or a related field preferred.
  • Series 65 required.
  • 3-5 years of experience in wealth management, investment management, financial planning, or a related client-facing investment role.
  • Experience working with high-net-worth clients is preferred.
  • A solid understanding of investments, portfolio management, financial planning, and fiduciary responsibilities.
  • Strong analytical and communication skills, along with the ability to manage details without losing sight of the client.
  • CFP® certification or progress toward the designation is highly valued.

Most importantly, we’re looking for someone who wants to build a career in wealth management, not simply hold a position.

Why This Role

Our firm has been serving clients for 20 yearsand is employee-owned. We have built our business around a disciplined investment philosophy, long-term client relationships, and a commitment to dividend growth investing.

You’ll work with experienced professionals, gain exposure to the full advisory process, and have the opportunity to take on increasing responsibility as you develop.

We believe the best advisors combine investment expertise with sound judgment, curiosity, and the ability to earn trust over time.

Our culture is straightforward:

Know Your Stuff.
Be Devoted to Excellence.
Serve With Integrity and Humility.
Be Real and Transparent.

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