Wealth Management Associate Jobs in South Carolina
Wealth Management Associate jobs in South Carolina concentrate in private banking, brokerage services, and financial planning, with consistent hiring from entry-level roles through senior associate positions supporting high-net-worth client portfolios. The largest hiring markets are Charlotte-adjacent Fort Mill, Columbia, and Charleston, where firms like Wells Fargo Advisors, Raymond James, and BB&T Wealth (now Truist) maintain established South Carolina teams. The most in-demand specialties are portfolio administration, client relationship management, and retirement planning. See the openings below and apply to the ones that match your experience.
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See related jobsCognizant Consulting is more than Cognizant's consulting practice, we're a global community of 5,000+ experts dedicated to helping clients reimagine their business. Blending our deep industry and technology advisory capability, we create innovative business solutions for Fortune 500 clients. And now, we're looking for our next colleague who'll join us in shaping the future of business. Could it be you?
About the role
As a Product Owner in Wealth Management, you will make an impact by delivering large programs and leveraging your expertise across Wealth Management, Trading, and Advisory. You will be a valued member of the Banking and Financial Services team and work collaboratively with stakeholders, other teams, and clients.
In this role, you will
Determine advisor needs through interviews, market research, competitive research, and insights from stakeholders.
Define the mid- and long-term technology product development roadmap and key features, and manage development cycles with clear schedules, deliverables, and milestones.
Develop metrics to assess the success of products and features and determine necessary enhancements.
Support the implementation of new offerings through requirements gathering, requirements writing, testing, and the evaluation of prototypes and pilots.
Build cross-functional relationships to establish a collaborative environment at all levels of the organization.
Work model
At Cognizant, we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Fort Mill, SC. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
What you must have to be considered
At least 8-10 years of experience in product management and/or technical product ownership, with emphasis on Advisory/Trading platform products and/or infrastructure services.
Strong domain expertise in Wealth Management, Trading, and Advisory, with a proven track record delivering large programs.
Prior experience with Wealth Management and Trading products/applications, including large-scale product transformation.
Experience in a client-facing role and/or the financial services industry, preferably within a broker-dealer, RIA, investment, or financial services firm.
Experience with Agile frameworks such as SAFe, LeSS, or Kanban in enterprise environments, with excellent written and oral communication skills and the ability to deliver executive-level presentations.
These will help you succeed
Articulate, confident, driven professional able to work with experienced professionals in a results-oriented, fast-paced environment.
Strong understanding of the Advisor, Trading, and Wealth Management product landscape.
High level of intellectual curiosity and business acumen.
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
Cognizant Consulting is more than Cognizant's consulting practice, we're a global community of 5,000+ experts dedicated to helping clients reimagine their business. Blending our deep industry and technology advisory capability, we create innovative business solutions for Fortune 500 clients. And now, we're looking for our next colleague who'll join us in shaping the future of business. Could it be you?
About the role
As a Product Owner in Wealth Management, you will make an impact by delivering large programs and leveraging your expertise across Wealth Management, Trading, and Advisory. You will be a valued member of the Banking and Financial Services team and work collaboratively with stakeholders, other teams, and clients.
In this role, you will
Determine advisor needs through interviews, market research, competitive research, and insights from stakeholders.
Define the mid- and long-term technology product development roadmap and key features, and manage development cycles with clear schedules, deliverables, and milestones.
Develop metrics to assess the success of products and features and determine necessary enhancements.
Support the implementation of new offerings through requirements gathering, requirements writing, testing, and the evaluation of prototypes and pilots.
Build cross-functional relationships to establish a collaborative environment at all levels of the organization.
Work model
At Cognizant, we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Fort Mill, SC. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
What you must have to be considered
At least 8-10 years of experience in product management and/or technical product ownership, with emphasis on Advisory/Trading platform products and/or infrastructure services.
Strong domain expertise in Wealth Management, Trading, and Advisory, with a proven track record delivering large programs.
Prior experience with Wealth Management and Trading products/applications, including large-scale product transformation.
Experience in a client-facing role and/or the financial services industry, preferably within a broker-dealer, RIA, investment, or financial services firm.
Experience with Agile frameworks such as SAFe, LeSS, or Kanban in enterprise environments, with excellent written and oral communication skills and the ability to deliver executive-level presentations.
These will help you succeed
Articulate, confident, driven professional able to work with experienced professionals in a results-oriented, fast-paced environment.
Strong understanding of the Advisor, Trading, and Wealth Management product landscape.
High level of intellectual curiosity and business acumen.
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
See All 5 Wealth Management Associate Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in South Carolina
Where South Carolina roles are concentrated, by current openings.
Wealth Management Associate Job Market in South Carolina
A snapshot from current South Carolina openings, updated as new roles post.
Who's Hiring
What South Carolina Employers Look For
The qualifications that appear most often in wealth management associate jobs across South Carolina.
- Active FINRA Series 7 and Series 66 licenses or eligibility to obtain them
- Bachelor's degree in finance, business, economics, or a related field
- Experience supporting financial advisors or managing client accounts directly
- Proficiency with CRM platforms and portfolio management software such as Salesforce or Envestnet
- Strong written and verbal communication skills for client-facing and internal reporting
- CFP candidacy or progress toward Certified Financial Planner designation preferred
Wealth Management Associate Jobs in South Carolina: Frequently Asked Questions
How do you become a wealth management associate in South Carolina?
Most wealth management associate roles in South Carolina require passing the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) exams, with registration administered through the South Carolina Secretary of State Securities Division. A bachelor's degree in finance, economics, or business is the standard educational baseline. Many South Carolina firms hire candidates who are eligible to sit for these exams and sponsor the licensing process during onboarding.
How much do wealth management associates make in South Carolina?
Wealth management associates 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 wealth management associates in South Carolina?
Employers hiring wealth management associates in South Carolina right now include MassMutual South Carolina, Cognizant, and LPL Financial, based on current listings on Migrate Mate as of September 2026. South Carolina's mix of regional banks, national brokerage branches, and independent advisory firms creates a broad base of hiring activity, particularly in the Columbia and Charleston metro areas.
Which South Carolina cities have the most wealth management associate jobs?
Fort Mill, Charleston, and Greenville have the most wealth management associate openings in South Carolina. Columbia drives volume as the state capital and home to major bank regional offices, while Charleston's growing affluent residential base and Fort Mill's position as a financial services hub for firms headquartered just across the North Carolina border both generate steady associate-level demand.
Are there remote wealth management associate jobs in South Carolina?
Yes, but they're limited. About 100% of wealth management associate openings tied to South Carolina are remote or hybrid as of September 2026, reflecting the client-facing nature of most associate roles. The parts of the role most compatible with remote work are portfolio reporting, financial plan preparation, and internal compliance tasks rather than direct client advisory meetings.
How can I get hired as a wealth management associate in South Carolina with little or no experience?
The most realistic entry path is applying to financial advisor associate or client service representative roles at large South Carolina-based institutions such as Truist, Wells Fargo Advisors, or Edward Jones, which run structured onboarding programs that include licensing sponsorship. Lateral moves from bank teller, financial analyst assistant, or registered paraplanner positions are common stepping stones. Completing your Series 7 exam or earning a CFP Board-registered education certificate signals readiness to hiring managers even before your first advisory role.
Where can I find and apply to wealth management associate jobs in South Carolina?
You can find and apply to wealth management associate jobs in South Carolina on Migrate Mate, which lists current openings across the state. Search the listings to find roles that match your experience level and preferred location, then apply directly to the ones that fit.
See All 5 Wealth Management Associate Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
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