Job Title: Associate Financial Planner
Location: Greenville, SC
Salary Range: $60,000?–?$85,000 (commensurate with experience)
Employment Type: Full-Time

Are you ready to launch your financial planning career in Greenville—helping individuals and families build confidence and clarity around their financial futures?

What You'll Do:
Support senior advisors in crafting comprehensive financial plans, investment analyses, and client review materials.
Attend client meetings in Greenville or virtually—take detailed notes and assist with follow-up communications.
Conduct research on investment strategies, tax-advantaged solutions, retirement planning, and estate planning.
Maintain accurate client data using CRM and financial planning tools such as eMoney or MoneyGuidePro.
Stay informed about economic trends, tax law changes, and financial planning best practices.

What We're Looking For:
Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
1–3 years of experience in financial services, planning, or investment support.
Interest in or progress toward CFP® certification—Greenville-based mentorship available.
Strong attention to detail, analytical thinking, and excellent communication skills.
Proficiency with Microsoft Office and other financial software platforms.

What We Offer:
Mentorship program with sponsorship for CFP® certification.
Hands-on exposure to investment management, insurance planning, retirement preparation, and estate strategies.
Supportive and collaborative team environment.
Competitive salary, performance-based bonuses, and a comprehensive benefits package.
Flexible work arrangements to support work–life balance in Greenville.

If you’re eager to grow professionally, make a meaningful impact, and serve Greenville-area residents with integrity and passion, we’d love to hear from you.


Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.