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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Overview

Open roles5
Top employerGlobal Lending Services
Top cityGreenville, SC
Cities hiring3
Work type50% On-site
Top industryTechnology

Showing 5 of 5+ Financial Planning jobs

Global Lending Services
Financial Planning Specialist I
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Global Lending Services
Added 6d ago
Financial Planning Specialist I
Global Lending Services
Greenville, South Carolina
Customer Service
Customer Support
Hybrid
Bachelor's degree in finance
1,001-5,000

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Global Lending Services
Financial Planning Specialist - December 2026 - May 2027 Grads
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Global Lending Services
Added 3w ago
Financial Planning Specialist - December 2026 - May 2027 Grads
Global Lending Services
Greenville, South Carolina
Accounting
Investment Banking & Capital Markets
Hybrid
Bachelor's degree in finance
1,001-5,000

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State of South Carolina
Accounting/Fiscal Manager I - Financial Planning Analyst - STIP Business Analyst (61031642)
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State of South Carolina
Added 3w ago
Accounting/Fiscal Manager I - Financial Planning Analyst - STIP Business Analyst (61031642)
State of South Carolina
Richland County, SC
Business Operations
Executive Leadership & C-Suite
Project Management
$80k - $120k/yr
Bachelor's degree in finance
10,000+

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Trace3
Senior Director, Financial Planning and Analysis
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Trace3
Added 1mo ago
Senior Director, Financial Planning and Analysis
Trace3
North, South Carolina
Strategy & Corporate Development
Project & Program Management
Finance
Accounting
Business Strategy
Project Management
$225k - $276k/yr
On-Site
Bachelor's
1,001-5,000

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Unified Terminal Services
Financial Planning Analyst (FP&A)
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Unified Terminal Services
Added 1mo ago
Financial Planning Analyst (FP&A)
Unified Terminal Services
Mount Pleasant, South Carolina
Accounting
Bookkeeping & AP/AR
Business Analysis
$70k - $80k/yr
On-Site
Bachelor's degree in finance

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Financial Planning Jobs by City in South Carolina

Where South Carolina roles are concentrated, by current openings.

Greenville
2 jobs
North
1 job
Mount Pleasant
1 job

Financial Planning Job Market in South Carolina

A snapshot from current South Carolina openings, updated as new roles post.

Who's Hiring

Global Lending Services
Global Lending Services2 open roles
Trace3
Trace31 open role
State of South Carolina
State of South Carolina1 open role

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.

See All 5 Financial Planning Jobs in South Carolina

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