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Professional Financial Jobs in Greer, SC (NOW HIRING)

Find Great People | FGP

Office Manager

Greenville, SC · On-site

Reputable company in Greenville, SC is seeking a highly organized, detail-oriented Office Manager to oversee the day-to-day operations of our professional financial advisory practice. This role is ...

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Professional Financial information

See Greer, SC salary details

$37K

$91.8K

$140.4K

How much do professional financial jobs pay per year?

As of Aug 27, 2026, the average yearly pay for professional financial in Greer, SC is $91,828.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,900.00 and $106,700.00 per year, depending on experience, location, and employer.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What are the most commonly searched types of Financial jobs in Greer, SC?

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

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

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

Professional Financial jobs near you
Infographic showing various Professional Financial job openings in Greer, SC as of June 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $91,828 per year, or $44.1 per hour.

Office Manager

Find Great People | FGP

Greenville, SC • On-site

Other

Posted 7 days ago

Job description

Reputable company in Greenville, SC is seeking a highly organized, detail-oriented Office Manager to oversee the day-to-day operations of our professional financial advisory practice. This role is critical to keeping the office running smoothly while supporting our advisor, clients, and business operations. We're looking for someone who is tech-savvy, quick to learn, trustworthy, and enjoys wearing multiple hats in a small-team environment.


Key Responsibilities

  • Manage office administration, compliance tracking, and advisor licensing requirements
  • Serve as the primary point of contact for clients, vendors, and building management
  • Maintain business financial records and assist with bookkeeping functions using QuickBooks
  • Coordinate technology systems, software platforms, office equipment, and vendor relationships
  • Support marketing initiatives, website updates, client events, and communications
  • Manage calendars, phone calls, filing systems, and client records
  • Prepare reports, presentations, and client meeting materials
  • Deliver exceptional customer service to clients and business partners

Qualifications

  • Strong organizational skills and exceptional attention to detail
  • Technology proficiency and ability to quickly learn new systems
  • Professional, positive attitude with excellent communication skills
  • Ability to manage multiple priorities independently
  • Experience with administrative, accounting, or office management functions preferred
  • Proficiency with Microsoft Office; QuickBooks experience is a plus


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