Job Summary

A growing financial services team in Greenville, SC is seeking a motivated Junior Financial Advisor for a direct hire opportunity. This role is ideal for an early-career advisory professional who wants to deepen their knowledge of financial planning, investment strategy, retirement planning, and wealth management while working closely with experienced senior advisors.

The Junior Financial Advisor will support client relationships, assist with financial plans and portfolio reviews, and gain valuable exposure to advisory best practices. This is a strong opportunity for someone who enjoys client service, financial analysis, and long-term relationship building.

Candidates can expect a collaborative, professional environment with supportive leadership, mentorship from experienced advisors, and opportunities to build a long-term career path in financial advising. The role offers room for growth, continued learning, and meaningful client-facing experience.

Key Responsibilities

- Assist senior financial advisors with client relationships, financial planning activities, and portfolio review preparation.
- Prepare financial plans, investment proposals, client presentations, and supporting analysis.
- Support clients with investment accounts, retirement planning, wealth management questions, and service requests.
- Conduct financial research, gather client information, and help develop data-driven recommendations.
- Maintain accurate client records and ensure documentation supports regulatory and compliance requirements.
- Participate in client meetings, track follow-up items, and stay current on financial markets, investment products, and industry regulations.

Compensation and Benefits

- Annual base salary of $55,000 to $80,000, depending on experience, licensing, and certifications.
- Direct hire opportunity.
- Professional development and career advancement opportunities.
- Additional benefits and incentive compensation may be available, depending on the firm’s compensation structure.

Required Qualifications and Skills

- Support financial planning, investment proposal preparation, and portfolio review activities.
- Assist with client meetings, account service needs, and follow-up communication.
- Conduct research and gather financial information to support advisor recommendations.
- Maintain accurate client documentation in accordance with compliance and regulatory standards.

- 3-5 years of relevant experience in financial services, investment operations, banking, financial planning, or a related field.
- Strong interest in financial planning, wealth management, investments, and client advisory services.
- Strong analytical, organizational, and communication skills.
- High attention to detail with a commitment to ethical conduct and client service.
- Ability to work collaboratively with senior advisors while demonstrating initiative and a willingness to learn.
- Comfortable working with confidential client information and maintaining professional standards.

Preferred Qualifications

- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Series 7 license.
- Additional securities licenses or financial planning certifications.
- Prior experience supporting investment accounts, retirement planning, portfolio reviews, or wealth management clients.

Equal Opportunity Employer / Disabled / Protected Veterans

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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.

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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.