Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs.
Responsibilities:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.
- Answering client questions about financial strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Resilience and humility.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial strategies or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Requirements:
- Bachelor's degree in business, finance, or related field.
- 3+ years of sales experience.
- Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus).
- Life and health license.
- Valid drivers license.
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)3
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We spend the vast majority of our time developing websites through content creation and promotion. We’re also always looking for new partnerships and acquisitions to expand our portfolio.
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