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As an Experienced Financial Advisor at Stone Press Financial Group, you'll consult with clients to assess their financial situations, devise suitable financial strategies, and manage their investment portfolios to meet their financial goals. You will regularly communicate with clients and update their plans as necessary, ensuring a strong advisor-client relationship.

The Experienced Financial Advisor will engage with clients to assess their financial situations, provide tailored financial strategies, and guide them in investment planning and portfolio management. Responsibilities include analyzing client data, preparing financial reports, and advising on insurance and cash management strategies, while maintaining solid client relationships.

As a Financial Advisor at Stone Press Financial Group, you will drive your own financial advisory practice, empowering clients to achieve their financial goals. Ideal candidates are entrepreneurial, energetic, and possess excellent communication skills, backed by a Bachelor's degree and possibly sales or financial experience. You'll work autonomously while being supported by a robust firm with institutional resources.