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Finance Planning Associate — Client Advisory; Non-Sales
Job in
Charleston, Charleston County, South Carolina, 29408, USA
Listed on 2026-02-15
Listing for:
Ivy Way Placements
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Charleston seeks a Financial Planner to develop financial plans and communicate with clients. Responsibilities include preparing reports, understanding client needs, and analyzing plans with no sales responsibilities. Candidates should have a relevant bachelor's degree and a minimum of 1 year of experience, along with strong client service skills. The position offers a competitive salary, flexible work schedule, and opportunities for continued education.
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Position Requirements
10+ Years
work experience
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