A well-established wealth management firm in Greenville is seeking a Wealth Management Associate to provide high-level operational, client service, and executive support to financial advisors.

This role is ideal for an experienced wealth management professional who has previously supported senior financial advisors, partners, or executive leadership and is comfortable assisting with both client relationship management and financial planning preparation. The position combines elements of paraplanning, investment operations, and executive-level administrative support in a fast-paced advisory environment.

Responsibilities:

• Provide direct executive-level support to financial advisors, assisting with client management, planning preparation, and day-to-day practice operations
• Prepare financial planning materials, investment proposals, meeting agendas, and client presentation documents
• Assist advisors with paraplanning tasks including gathering client financial data, preparing planning documentation, and coordinating follow-up actions
• Manage advisor calendars, coordinate client meetings, and maintain organized records of client interactions and case notes
• Serve as a primary point of contact for client service requests, ensuring timely and accurate resolution
• Process account transactions including transfers, rollovers, distributions, and account updates
• Onboard new clients and maintain accurate client data within CRM and portfolio management systems
• Track client requests and advisor action items to ensure timely completion
• Support ongoing client relationship management and practice operations

Qualifications:

• 5+ years of experience supporting financial advisors within a wealth management, financial planning, or investment advisory firm
• Prior experience performing paraplanning or financial planning support duties strongly preferred
• Experience providing direct support to senior advisors, partners, or executive leadership
• Familiarity with CRM and portfolio management platforms such as Redtail, Orion, or similar systems
• Strong understanding of financial account administration, including transfers, distributions, and rollovers
• South Carolina insurance license preferred or willingness to obtain
• FINRA Series 7 and Series 63 licenses preferred or willingness to obtain
• Exceptional organizational skills and strong attention to detail
• Professional communication skills and ability to interact confidently with high-net-worth clients
• Proficiency with Microsoft Office (Outlook, Excel, Word)

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.