Financial Planning Jobs in South Carolina
Financial planning jobs in South Carolina are concentrated in wealth management, retirement planning, and corporate finance, with steady openings at every level from entry-level financial associates to senior certified planners. Columbia, Charleston, and Greenville are the primary hiring hubs, where institutions such as Synovus, BB&T (now Truist), and TIAA maintain a consistent presence and regularly bring on planning professionals. The most in-demand specialties across the state are retirement income planning, tax-advantaged investing, and fee-only advisory services. Find a role that fits below and apply directly.
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Purpose: Access to affordable, reliable transportation is essential to leading productive work and personal lives, caring well for oneself, one’s family, and the needs of others. Through advanced analytics and technology, we can more accurately predict credit risk and provide more people with an affordable auto financing option for their next vehicle. That’s what GLS has done for over 10 years, helping more than half a million families meet and improve their transportation needs.
Benefits: GLS offers the below great benefits for your amazing work!
What does it mean to be a Financial Planning Specialist at GLS?
How will you drive value within the organization as a Financial Planning Specialist?
- Update and maintain the department budget process; identify key monthly variances to budget and present to senior management; prepare materials for monthly and quarterly communications with department leaders
- Monitor monthly expenses with key vendors and identify material issues for senior management
- Collaborate with Accounting team to determine and book monthly expense accruals
- Support the vendor management process with detailed financial analyses of vendor proposal
- Monitor and track monthly spend on third party labor; coordinate the capital expenditure accounting process with the Accounting department; coordinate with the IT department on third party labor allocations
- Coordinate with senior management to identify cost savings projects; support or lead ad hoc cost savings projects as necessary
- Build and maintain detailed cost forecasts by department as necessary
- Support the overall budgeting process by providing insights on cost trends
- Maintain and build analyses to monitor headcount levels and trends, and allocate headcount by location; identify and explain key drivers of variances to employee expense as needed
What should you already know to be successful in this role?
- Minimum of bachelor’s degree in Finance, Financial Management, Accounting, Mathematics, or a related field required
- Basic knowledge of accounting and financial concepts required
- Strong analytical, problem solving, data gathering, and analysis skills required
- Strong Excel skills required; basic knowledge least one computer coding language (VBA, SQL) preferred
- High level of intellectual curiosity required including the inclination and ability to understand the drivers of financial results and the overall financial picture of the organization at a high-level
- High level of professional maturity; verbal and written communication skills necessary to interact with senior management required
- Strong drive, ambition, and self-motivation; ‘self-starter’ with the ability to independently resolve day-today issues
- Excellent organizational skills with high attention to detail
- Team player that can adapt in a fast paced and changing environment
- Commitment to exemplifying the organizational core values and key competencies
Employment Requirements:
- This is an exempt level position whereby business need will dictate the exact work schedule which should be expected to vary at times. Generally, the days and hours of work are Monday through Friday, 8:30am-5:30pm
- Regular, predictable attendance is required, including in excess of 40 hours per week as business demands dictate
- Evening and weekend work may be required as job duties demand
- The position does not require travel
- Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity
- Remain in a stationary position up to 100% of the workday
- Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity
- Remain in a stationary position up to 100% of the workday
As part of our hiring process, we may use automated tools or artificial intelligence technologies to assist in evaluating applications, assessing qualifications, and supporting hiring decisions. All employment decisions are ultimately reviewed in accordance with applicable laws and company policies.
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Find Financial Planning JobsFinancial Planning Jobs by City in South Carolina
Where South Carolina roles are concentrated, by current openings.
Financial Planning Job Market in South Carolina
A snapshot from current South Carolina openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Technology & Software
What South Carolina Employers Look For
The qualifications that appear most often in financial planning jobs across South Carolina.
- Active FINRA Series 65 or Series 66 registration recognized in South Carolina
- Bachelor's degree in finance, economics, accounting, or a closely related field
- CFP certification or active progress toward CFP Board requirements
- Demonstrated experience developing comprehensive financial plans for individual or institutional clients
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of federal and South Carolina tax law as it applies to personal financial planning
Financial Planning Jobs in South Carolina: Frequently Asked Questions
How do you become a financial planning in South Carolina?
To work as a financial planner in South Carolina, you typically need a bachelor's degree in finance or a related field and must register with FINRA through the appropriate securities exam, most commonly the Series 65 or Series 66. South Carolina follows federal registration requirements through the SEC or FINRA rather than a separate state licensing exam for most advisory roles. Earning the CFP designation significantly strengthens your candidacy with South Carolina firms.
How much do financial plannings make in South Carolina?
Financial plannings in South Carolina earn a median of about $96,330 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $45,420 for the lowest 10% to over $250,180 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in South Carolina?
Companies currently hiring financial plannings in South Carolina include Global Lending Services, Trace3, and State of South Carolina, per current listings on Migrate Mate as of September 2026. South Carolina's banking and wealth management sector, anchored by institutions headquartered or with major operations in Columbia and Charleston, generates a consistent share of these openings.
Which South Carolina cities have the most financial planning jobs?
Greenville, Richland County, and North account for the largest concentration of financial planning openings in South Carolina. Columbia leads as the state capital and home to major banks, insurance companies, and university-affiliated financial institutions, while Charleston's growing population and affluent coastal market drive strong demand for personal wealth advisors, and Greenville's expanding corporate sector creates consistent openings in corporate and employee benefits planning.
Are there remote financial planning jobs in South Carolina?
Yes, and more than many client-facing professional roles, since much financial planning work involves analysis, modeling, and virtual client meetings that translate well to remote settings. About 50% of financial planning openings tied to South Carolina are remote or hybrid as of September 2026, reflecting broad adoption of digital advisory tools. Client relationship management and portfolio review roles are the most commonly offered in remote or hybrid formats.
How can I get hired as a financial planning in South Carolina with little or no experience?
The most realistic entry path is a financial associate or client service associate role at a regional bank or independent advisory firm in Columbia, Charleston, or Greenville, where firms regularly hire candidates who hold a bachelor's degree and are pursuing their Series 65 registration. Truist and TIAA, both active in South Carolina, run structured training and rotational programs for new graduates. Building a portfolio of a financial plan for a volunteer client, a family member, or a nonprofit can also differentiate you at smaller independent firms.
Where can I find and apply to financial planning jobs in South Carolina?
You can find and apply to financial planning jobs in South Carolina on Migrate Mate, which lists current openings across the state. Search the available roles, find the ones that match your experience and location, and apply directly to the employers posting them.
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