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.
Find JobsOverview
Showing 5 of 7+ Wealth Management Associate jobs
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of client needs
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Ability to independently manage large client relationships
Anticipates client needs and is proactively provides solutions
Effective relationship management, business development and presentation skills
Effective sales, negotiation, problem solving, and interpersonal skills
Excellent verbal and written communication skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $109,014.92 USD
Median: $148,466.00 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details Charleston Meeting Street Main
Location: Charleston, South Carolina
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of client needs
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Ability to independently manage large client relationships
Anticipates client needs and is proactively provides solutions
Effective relationship management, business development and presentation skills
Effective sales, negotiation, problem solving, and interpersonal skills
Excellent verbal and written communication skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $109,014.92 USD
Median: $148,466.00 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details Charleston Meeting Street Main
Location: Charleston, South Carolina
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
See All 7 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
Top Industries Hiring
- Banking & Financial Services
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, Regions Bank, and JPMorganChase, based on current listings on Migrate Mate as of November 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?
Charleston, Myrtle Beach, 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 67% of wealth management associate openings tied to South Carolina are remote or hybrid as of November 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 7 Wealth Management Associate Jobs in South Carolina
Find roles in South Carolina that match your experience and apply in just a few clicks.
Find Jobs