Junior Financial Advisor

Job Description

Job Description

Job Summary

A growing financial services team in Greenville, SC is seeking a motivated Junior Financial Advisor for a full-time, direct hire opportunity. This role is ideal for a career-minded professional with 3 to 5 years of experience in financial services, banking, wealth management, investments, insurance, or client relationship management who is ready to grow into a long-term financial advising career.

The Junior Financial Advisor will work closely with senior advisors, support client planning activities, participate in client meetings, and help develop financial plans and investment recommendations. This opportunity offers strong exposure to client relationship management, portfolio support, financial planning, and advisory best practices.

This is a great environment for someone who values professional growth, teamwork, and mentorship. The team offers supportive leadership, a collaborative culture, and the opportunity to gradually take on greater client-facing responsibility as skills and confidence grow.

Key Responsibilities

- Assist senior financial advisors with client relationships, financial planning activities, investment recommendations, and client presentations.
- Meet with clients to understand financial goals, gather financial information, and identify needs and priorities.
- Analyze client financial data, monitor accounts and portfolios, and support ongoing plan updates.
- Conduct research on investment products, market conditions, financial strategies, and planning solutions.
- Maintain accurate, confidential client records while following company policies and financial industry regulations.
- Support business development, client retention, and long-term relationship-building efforts.

Compensation and Benefits

- Compensation: $65,000 to $85,000 annually, depending on experience and education.
- Schedule: Monday through Friday, full-time.
- Job Type: Direct hire.
- Location: Greenville, SC.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:


-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:


- transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company 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.


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.

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\nCompany Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.