Financial Consultant Jobs in South Carolina
Financial Consultant jobs in South Carolina are open across Fort Mill, Columbia, and Sumter and other South Carolina metros, with employers like LPL Financial, First Command Financial Services, and Bank of America hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 27+ Financial Consultant jobs
Overview:
This position provides investment sales and service for clients and prospects starting with a planning foundation. Prepares and maintains recommendations for clients based on the client's goals and available financial strategies. Adheres to all compliance standards throughout sales and consultation activities. Monitors client goal progress while enhancing the Bank's growth and profitability objectives. May provide guidance to less experienced associates in the work group.
Responsibilities:
- Sales - Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals.
- Client Service - Meets with clients and prospects to update client goals by leveraging financial planning. Reviews investments, strategies, and goals on a regular basis to ensure effective wealth management. Provides ongoing client service to assigned accounts by answering inquiries, making recommendations, and monitoring goals. Utilizes investment proficiency to assist mass affluent individuals in managing their finance.
- Risk Management - Ensures compliance with all applicable banking, investment, and legal regulations and policies.
- Relationship Development - Develops and maintains strong relationships with mass affluent individuals to meet or exceed production goals. Identifies tools or methods to enhance personal service and referral performance. Works with Bank partners and external centers of influence to source new business opportunities.
Qualifications
Bachelor's Degree and 6 years of experience in Registered Securities Representative OR High School Diploma or GED and 10 years of experience in Registered Securities Representative
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Overview:
This position provides investment sales and service for clients and prospects starting with a planning foundation. Prepares and maintains recommendations for clients based on the client's goals and available financial strategies. Adheres to all compliance standards throughout sales and consultation activities. Monitors client goal progress while enhancing the Bank's growth and profitability objectives. May provide guidance to less experienced associates in the work group.
Responsibilities:
- Sales - Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals.
- Client Service - Meets with clients and prospects to update client goals by leveraging financial planning. Reviews investments, strategies, and goals on a regular basis to ensure effective wealth management. Provides ongoing client service to assigned accounts by answering inquiries, making recommendations, and monitoring goals. Utilizes investment proficiency to assist mass affluent individuals in managing their finance.
- Risk Management - Ensures compliance with all applicable banking, investment, and legal regulations and policies.
- Relationship Development - Develops and maintains strong relationships with mass affluent individuals to meet or exceed production goals. Identifies tools or methods to enhance personal service and referral performance. Works with Bank partners and external centers of influence to source new business opportunities.
Qualifications
Bachelor's Degree and 6 years of experience in Registered Securities Representative OR High School Diploma or GED and 10 years of experience in Registered Securities Representative
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
See All 27 Financial Consultant Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in South Carolina
Where South Carolina roles are concentrated, by current openings.
Financial Consultant Job Market in South Carolina
A snapshot from current South Carolina openings, updated as new roles post.
Who's Hiring
- LPL Financial17
- First Command Financial Services5
- Bank of America3
- Corebridge Financial1
- First Citizens Bank1
Top Industries Hiring
- Investment & Asset Management17
- Banking & Financial Services4
- Insurance1
What South Carolina Employers Look For
The qualifications that appear most often in financial consultant jobs across South Carolina.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Active Series 65, Series 7, or CFP certification depending on the advisory model
- Demonstrated experience building and managing client financial plans
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong record of client relationship management and business development
- Knowledge of tax planning, retirement accounts, and investment vehicle regulations
Financial Consultant Jobs in South Carolina: Frequently Asked Questions
How many financial consultant jobs are there in South Carolina?
There are 27+ financial consultant openings in South Carolina on Migrate Mate as of June 2026, with the most roles in Fort Mill, Columbia, and Sumter. New positions post regularly as employers across South Carolina hire.
Which South Carolina cities have the most financial consultant jobs?
Fort Mill, Columbia, and Sumter have the most financial consultant openings in South Carolina right now, with additional roles spread across smaller metros statewide.
Which companies hire financial consultants in South Carolina?
Employers hiring financial consultants in South Carolina include LPL Financial, First Command Financial Services, and Bank of America, based on current listings on Migrate Mate as of June 2026.
Are there remote financial consultant jobs in South Carolina?
Yes. About 11% of financial consultant openings tied to South Carolina are remote or hybrid as of June 2026. The rest are on-site roles based in South Carolina metros.
How do I apply for financial consultant jobs in South Carolina?
You can apply to financial consultant jobs in South Carolina directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred South Carolina location, then apply to each one that fits.
See All 27 Financial Consultant Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs