Associate Financial Admin | URGENTLY HIRING (Series 7 required) Position Available In Richland, South Carolina

Associate Financial Admin |

URGENTLY HIRING

(Series 7 required) InVestra Columbia, SC Job Details Full-time $60,000 – $74,400 a year 22 hours ago Benefits Profit sharing Paid training Paid parental leave Disability insurance Health insurance Dental insurance 401(k) Paid time off On-the-job training Parental leave Vision insurance 401(k) matching Professional development assistance Life insurance Retirement plan Prescription drug insurance Qualifications Microsoft Word Investment Financial planning Teamwork Microsoft Excel Microsoft Outlook Management Customer service Financial software Research Mid-level Microsoft Office 3 years Series 7 Bachelor’s degree Attention to detail Customer relationship management Organizational skills Securities law Financial services 2 years Communication skills Time management Full Job Description Licensed Associate Financial Admin Columbia, South Carolina Have you established your true calling in wealth management, but haven’t found your forever firm? Join us and feel at home while helping clients achieve their financial dreams! If you’re seeking an environment that fosters innovation, collaboration, and personal growth, you might have just found your final career destination. Join us and discover a place where your skills can shine and your ideas can flourish! As a Christian company, we are committed to upholding values that inspire and guide our work and relationships. What can you expect when you join our firm? At InVestra, we believe that work is more than just a job; it’s an enriching experience that nurtures both personal and professional growth. Our uplifting environment is rooted in Christian values, fostering a sense of community and purpose among our team members. We are dedicated to creating a workplace where you can thrive, both as an individual and as part of a greater mission to empower our clients and each other. Joining InVestra means being part of a supportive family that values integrity, compassion, and collaboration. You will not only be helping clients achieve their financial goals but also contributing to a culture that celebrates faith and positivity. Together, we aim to make a meaningful impact in the lives of those we serve, while also growing as professionals and individuals. If you are looking for a workplace that feels more like a calling, where you can make a difference and be part of something greater, InVestra is the right place for you. InVestra, a fee-based financial planning and asset management firm, is seeking a Licensed Associate Financial Admin to support our Columbia Regional Office, often interacting with the customer by phone or in-office. Our ideal candidate will be able to determine initial prospect eligibility and assist with troubleshooting or issue resolution. They may also help with processing orders, requesting tech support, and scheduling appointments. This role requires patience, excellent communication skills, and a passion for customer service. As a supporter of a women-owned money management firm, Columbia Regional Office’s Lead Wealth Advisor is committed to her business and focused on nurturing mid-level, high-performing talent during this period of rapid growth. This position requires in-person work within a collaborative team setting. The chosen candidate will collaborate closely with the financial planning department and relationship managers to formulate suitable investment and planning strategies that cater to both new and existing clients. Key responsibilities will include assisting the lead advisor, managing ongoing client relationships through fact-finding, and data collection. Candidates should be self-motivated with foundational knowledge in investments, retirement modeling, and risk management. A competitive salary, bonuses, and benefits are offered. Desired Skills & Experience Candidates must: Hold a Bachelor’s Degree in a relevant field (e.g., finance, business, etc.), or possess equivalent experience. Be proficient in Microsoft Excel, Word, and Outlook, along with CRM skills. Experience with financial planning and investment software (we utilize E-Money). Maintain a professional appearance. Meet deadlines while being detail-oriented. Exhibit strong organizational skills and the ability to switch between projects. Communicate effectively, both in writing and verbally (professionalism is key). Demonstrate excellent problem-solving and communication skills. Have a solid understanding of the securities industry. Show a strong work ethic and the ability to multitask. Thrive in a collaborative team environment. Cultivate and maintain effective relationships. Accept and provide feedback and constructive criticism positively. Be authorized to work in the U.S. without restrictions on duration. Successfully pass a thorough background check. Complete any necessary pre-employment assessments. Hold active Series 7 license. The ideal candidate should possess robust self-management, social, and communication skills to interact positively with clients and colleagues, even in high-pressure situations. Attention to detail, strong organizational abilities, and the capacity to document processes and create efficient workflows are crucial.

Education:

College graduate and/or 2-5 years of experience in the financial services industry. Active Series 7 is required.

Prior Experience:

Experience in the financial services sector. Direct support to a financial advisor.

Skills and Job Requirements:

Strong work ethic, excellent communication, interpersonal skills, and integrity are critical. Experience supporting client relationships is essential. Familiarity with investment research software (e.g., E-Money, Tax Planning, Riskalyze, Right Capital). Ability to analyze, gather, and convey complex information. Capacity to multitask and provide administrative support to a portfolio of approximately 50-75 households or 200-400 accounts. Strong time management skills and the ability to work independently. Ability to perform well under pressure and meet tight deadlines. Commitment to confidentiality and discretion concerning all client and firm processes. Creativity and adaptability in achieving goals. A willingness to learn and maintain an open mindset. Work in the office Monday – Friday from 9 am to 5 pm.

Principal Responsibilities and Activities Include:

Collaborating with office staff and clients in a team-oriented environment. Utilizing software tools to create various financial planning reports. Attending client meetings and preparing summary recaps while assigning workflows. Facilitating and following through on implementing financial planning recommendations. Maintaining ongoing communication with current clients through mailings, emails, and phone calls. Tracking and anticipating next steps in the sales pipeline. Working in an all-female work environment. Handling rejection and striving to overcome obstacles.

Principal Responsibilities and Activities Will NOT Include:

Building a personal book of business. This is a W2 career position with a rapidly growing company.

Additional Compensation:

Quarterly performance bonuses Licensing bonuses Yearly retention bonuses Retirement plan with a 3% company contribution Profit-sharing plan Access to group health, life, vision, dental, and disability insurance.

Job Type:

Full-time Pay:

$60,000.00 – $74,400.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance On-the-job training Paid parental leave Paid time off Parental leave Prescription drug insurance Professional development assistance Profit sharing Retirement plan Vision insurance

Schedule:

Monday to

Friday License/Certification:

Series 7 (Required) Ability to

Commute:

Columbia, SC 29205 (Required)

Work Location:

In person