Finance Planning Associate - Client Advisory (Non-Sales)

securities commodities and financial services sales agents

personal financial advisors

real estate sales agents

ivy way placements

other financial investment activities office administrative services

Charleston, SC

March 26th, 2026

A financial services firm in Charleston seeks a Financial Planner to develop financial plans and communicate with clients. Responsibilities include preparing reports, understanding client needs, and analyzing plans with no sales responsibilities. Candidates should have a relevant bachelor's degree and a minimum of 1 year of experience, along with strong client service skills. The position offers a competitive salary, flexible work schedule, and opportunities for continued education. J-18808-Ljbffr

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