Financial Advisor Jobs in South Carolina
Financial Advisor jobs in South Carolina concentrate in wealth management, retirement planning, and insurance-linked financial services, with demand running from entry-level associate advisors to senior wealth managers serving high-net-worth clients. Columbia, Charleston, and Greenville lead hiring, anchored by employers such as Edward Jones, Wells Fargo Advisors, and Northwestern Mutual, all of which maintain long-established offices across the state. The most in-demand specialties are retirement income planning, estate planning, and small-business financial advisory, reflecting South Carolina's growing retiree population and expanding entrepreneurial base. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 21+ Financial Advisor jobs
About Us:
Capital City Financial Partners is a boutique financial planning firm headquartered in South Carolina. Specializing in retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premiere middle market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices.
Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized impact we can have on others’ lives. We believe our work is a calling v.s. a job. Professionalism defines each employee’s constant drive to improve themselves and develop new skills. Positivity is the standard on how we interact with each other and our clients. It describes our unwavering commitment to not only provide an exceptional experience, but to create confidence in our clients’ financial futures. Our employees and our clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Columbia, SC- is this you?
Job Description:
The primary goal of this position is to provide our clients with an exceptional experience through exemplary service. By partaking in our rotational training program, you will be effectively prepared to become an Associate Financial Advisor. Depending on your experience, you’ll embark on a 6 month- 2 year journey that equips you to earn your Series 65, Life & Health Insurance License, and undergo cross-departmental training. During this time, you’ll play a critical role on our team, partnering with our Financial Advisors to execute the implementation of clients’ financial plans and goals while strengthening relationships. This role will play a crucial role in making certain the firm is meeting its financial and service commitments to its clients in a manner that is efficient, timely, and compliant with all applicable rules and policies.
Typical responsibilities include:
- Serve as a point of contact for the Advisory, Planning, and Service Teams to ensure timely and accurate completion of processing client requests and needs
- Serve as the main point of contact for clients, providing a high degree of service through building trust and strengthening relationships to demonstrate the firm’s commitment to our clients
- Develop an understanding of the general account structures, affiliate hierarchy, and company operations
- Partner with Financial Advisors to effectively prepare for prospect meetings and client reviews, adjusting financial strategies as necessary to ensure client portfolios remain aligned with goals
- Execute effective communication to necessary stakeholders regarding open items and questions
- Track new business processing, assets, and Advisory Team reports in both Excel spreadsheets and CRM program, increasing department and company efficiency and accuracy
- Exceed individual and team goals related to client acquisition, retention, and service to execute our mission effectively
- Ensure all client engagements comply with industry regulations, best practices, and fiduciary & ethical standards to protect clients’ interests and maintain firm integrity
You are perfect for this role if you have:
- An unwavering commitment to serve others
- A belief that this is more than just a paycheck; that the work you do is purposeful
- Bachelor’s degree (Business, Hospitality, or related major preferred) and/or 5+ years of professional experience
- Basic understanding of the financial services industry
- Customer Service experience preferred
- Series 65, Life and Health Insurance License, Series 6/7 preferred
- Superior organizational & time management skills; ability to multitask
- Excellent relationship building skills
- Excellent communication skills, both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
- Experience with Redtail/CRM preferred
Traits we’re looking for: 
- People oriented; relationship focused
- Detail oriented
- Empathetic & engaging
- Methodical
- Professional
- Dependable
- Strong initiative
- Team player
Compensation will be made up of a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing).
The starting base salary for this role will be $50,000- $60,000 (OTE $55,000- $67,000).
Please contact Jadyn McDonough at Jadyn@CapitalCityFP.com with any questions or interest. We can't wait to meet you!
Job Type: Full-time
Pay: $55,000.00 - $67,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Are you willing to undergo a background check, in accordance with local law/regulations?
- Are you seeking a meaningful career that goes beyond just earning a paycheck?
- Do you hold any licenses pertaining to the financial industry?
Education:
- Bachelor's (Preferred)
Experience:
- financial advising: 1 year (Preferred)
Ability to Commute:
- Columbia, SC 29209 (Required)
Work Location: In person
About Us:
Capital City Financial Partners is a boutique financial planning firm headquartered in South Carolina. Specializing in retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premiere middle market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices.
Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized impact we can have on others’ lives. We believe our work is a calling v.s. a job. Professionalism defines each employee’s constant drive to improve themselves and develop new skills. Positivity is the standard on how we interact with each other and our clients. It describes our unwavering commitment to not only provide an exceptional experience, but to create confidence in our clients’ financial futures. Our employees and our clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Columbia, SC- is this you?
Job Description:
The primary goal of this position is to provide our clients with an exceptional experience through exemplary service. By partaking in our rotational training program, you will be effectively prepared to become an Associate Financial Advisor. Depending on your experience, you’ll embark on a 6 month- 2 year journey that equips you to earn your Series 65, Life & Health Insurance License, and undergo cross-departmental training. During this time, you’ll play a critical role on our team, partnering with our Financial Advisors to execute the implementation of clients’ financial plans and goals while strengthening relationships. This role will play a crucial role in making certain the firm is meeting its financial and service commitments to its clients in a manner that is efficient, timely, and compliant with all applicable rules and policies.
Typical responsibilities include:
- Serve as a point of contact for the Advisory, Planning, and Service Teams to ensure timely and accurate completion of processing client requests and needs
- Serve as the main point of contact for clients, providing a high degree of service through building trust and strengthening relationships to demonstrate the firm’s commitment to our clients
- Develop an understanding of the general account structures, affiliate hierarchy, and company operations
- Partner with Financial Advisors to effectively prepare for prospect meetings and client reviews, adjusting financial strategies as necessary to ensure client portfolios remain aligned with goals
- Execute effective communication to necessary stakeholders regarding open items and questions
- Track new business processing, assets, and Advisory Team reports in both Excel spreadsheets and CRM program, increasing department and company efficiency and accuracy
- Exceed individual and team goals related to client acquisition, retention, and service to execute our mission effectively
- Ensure all client engagements comply with industry regulations, best practices, and fiduciary & ethical standards to protect clients’ interests and maintain firm integrity
You are perfect for this role if you have:
- An unwavering commitment to serve others
- A belief that this is more than just a paycheck; that the work you do is purposeful
- Bachelor’s degree (Business, Hospitality, or related major preferred) and/or 5+ years of professional experience
- Basic understanding of the financial services industry
- Customer Service experience preferred
- Series 65, Life and Health Insurance License, Series 6/7 preferred
- Superior organizational & time management skills; ability to multitask
- Excellent relationship building skills
- Excellent communication skills, both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
- Experience with Redtail/CRM preferred
Traits we’re looking for: 
- People oriented; relationship focused
- Detail oriented
- Empathetic & engaging
- Methodical
- Professional
- Dependable
- Strong initiative
- Team player
Compensation will be made up of a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing).
The starting base salary for this role will be $50,000- $60,000 (OTE $55,000- $67,000).
Please contact Jadyn McDonough at Jadyn@CapitalCityFP.com with any questions or interest. We can't wait to meet you!
Job Type: Full-time
Pay: $55,000.00 - $67,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Are you willing to undergo a background check, in accordance with local law/regulations?
- Are you seeking a meaningful career that goes beyond just earning a paycheck?
- Do you hold any licenses pertaining to the financial industry?
Education:
- Bachelor's (Preferred)
Experience:
- financial advising: 1 year (Preferred)
Ability to Commute:
- Columbia, SC 29209 (Required)
Work Location: In person
See All 21 Financial Advisor Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in South Carolina
Where South Carolina roles are concentrated, by current openings.
Financial Advisor Job Market in South Carolina
A snapshot from current South Carolina openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
What South Carolina Employers Look For
The qualifications that appear most often in financial advisor jobs across South Carolina.
- Active FINRA Series 65 or Series 66 license required or must obtain upon hire
- Bachelor's degree in finance, economics, business, or a closely related field
- Series 7 license held or ability to obtain sponsorship from a registered broker-dealer
- Proven ability to build and maintain a client book through referrals and networking
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- CFP designation preferred or active progress toward completing CFP Board requirements
Financial Advisor Jobs in South Carolina: Frequently Asked Questions
How do you become a financial advisor in South Carolina?
To become a financial advisor in South Carolina, you need to pass the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 plus Series 66 if you plan to work with a broker-dealer. The South Carolina Securities Division oversees adviser registration in the state. Most employers also require a bachelor's degree, and earning the CFP designation significantly strengthens candidacy at wealth management and independent advisory firms operating in South Carolina.
Which companies hire financial advisors in South Carolina?
Employers hiring financial advisors in South Carolina right now include Bank of America, First Command Financial Services, and TD, based on current listings on Migrate Mate as of November 2026. South Carolina's mix of regional banks, national wirehouse branches, and independent registered investment advisory firms means hiring is active across a range of firm sizes and client segments.
Which South Carolina cities have the most financial advisor jobs?
The South Carolina cities with the most financial advisor openings are Columbia, Aiken, and Sumter. Columbia drives volume as the state capital and home to major financial institutions and insurance company headquarters, while Charleston's growing wealth management sector and Greenville's expanding corporate corridor each support steady demand for advisors serving both individual and business clients.
Are there remote financial advisor jobs in South Carolina?
Yes, though they represent a smaller share than in purely analytical fields, since client-facing relationship work often favors in-person meetings. About 0% of financial advisor openings tied to South Carolina are remote or hybrid as of November 2026, reflecting a market where hybrid scheduling is increasingly common. Financial planning, portfolio review, and client service tasks are the functions most frequently performed remotely in South Carolina advisory roles.
How can I get hired as a financial advisor in South Carolina with little or no experience?
The most realistic entry path is joining a large national firm's associate or financial advisor trainee program, where Edward Jones, Northwestern Mutual, and Merrill all run structured new-advisor programs with offices across Columbia, Charleston, and Greenville. Starting in a client service associate or paraplanner role at an independent registered investment advisory firm is another concrete route that builds skills toward a full advisory seat. Completing the Series 65 exam before applying gives candidates a clear advantage in South Carolina's competitive entry-level market.
Where can I find and apply to financial advisor jobs in South Carolina?
You can find and apply to financial advisor jobs in South Carolina on Migrate Mate, which lists current openings across the state. Search the roles available, identify the ones that match your experience and preferred location, and apply directly to each position that fits.
See All 21 Financial Advisor Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs