Job Title: Associate Financial Planner
Location: Greenville, SC (On-site)
Job Type: Full-Time
Salary Range: $50,000 – $70,000 (commensurate with experience)

About Us
We are a dynamic, client-focused financial planning firm based in Greenville, SC, committed to helping individuals and families achieve their financial goals with clarity, confidence, and long-term success. Our collaborative team is built on integrity and a passion for delivering exceptional client experiences.

Position Summary
We’re looking for a motivated, detail-oriented Associate Financial Planner who is eager to grow within the financial services industry. This role is ideal for someone who thrives in a supportive environment, enjoys digging into data, and is passionate about helping people make informed financial decisions. You will work alongside experienced financial planners, playing an essential role in plan preparation, client service, and day-to-day operations.

Key Responsibilities
Assist in preparing for and participating in client meetings, including data gathering and plan updates
Develop comprehensive financial plans and cash flow analyses using industry tools
Help implement financial planning strategies and follow up on client action items
Respond to client inquiries and provide white-glove service through clear, professional communication
Maintain accurate, organized client documentation and ensure timely updates
Support internal process improvements and contribute to the overall efficiency of the firm

Qualifications
Bachelor’s degree in Finance, Financial Planning, Accounting, or a related field
1–3 years of experience in a financial planning or client service role within a financial advisory firm
Strong analytical thinking and attention to detail
Excellent verbal and written communication skills
Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus


What We Offer
Competitive salary based on experience ($50K–$70K)
Clear career development path and growth opportunities
Comprehensive benefits package and paid time off
A team-oriented, client-first culture

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.