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Financial Consultant

4 months ago

Birmingham, United States StoneX Group Full time

Overview:

Connecting clients to markets and talent to opportunity

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth.

Business Segment Overview:

Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.

Responsibilities:

Position Purpose:

StoneX Wealth Management is seeking a driven individual looking to grow their career in an industry with unprecedented growth as an entry level Financial Professional. Entry Level - Financial Consultant combines professional prospecting skills with all the resources of StoneX and SA Stone Wealth Management to help clients realize their financial goals. This position is responsible for contacting existing SA Stone clients. Must be able to deliver a clear and consistent message to develop interest with prospective clients to meet with a Private Client Group Financial Advisor to review their financial goals. The ideal candidate is a talented communicator who can balance scripted parts of the call with interpersonal skills and critical thinking.

Primary duties will include:

  • Assist in prospecting & marketing to SA Stone/ StoneX house accounts.
  • Research leads and make outbound calls, emails, use social media platforms to generate new leads, and nurture existing and future clients along the sales cycle.
  • Schedule and engage in Discovery Meetings for financial advisors.
  • Manage a pipeline with multiple prospects, utilizing Salesforce to track progress..
  • Strategize with team members to innovate and improve the overall sales development process.
  • Work closely and collaboratively with Private Client Group Financial Advisors to develop and implement appropriate prospect communication plans.
  • Achieve and exceed established monthly, quarterly, and annual goals.


Qualifications:

To land this role you will need:

  • Strong pipeline and CRM management skills, including use of Salesforce and marketing automation system.
  • Outstanding communication skills phone, writing and listening skills and a genuine, approachable communications style.
  • Self-starter who takes responsibility for his/her work, embraces change, has a growth mindset, and sees projects through to completion.
  • Strong knowledge of wealth management.
  • Capacity to interact and communicate with co-workers at all levels of the organization.
  • Ability to make formal and informal presentation to prospects.
  • Ability to manage time effectively, work by oneself and be self-motivated.

What makes you stand out:

  • Positive, warm, and high energy.

Education / Certification Requirements:

  • Relevant professional FINRA securities registrations are required: FINRA Series 7, 65, 63 registrations and State Life & Health insurance license.
  • Bachelors Degree Preferred.

Working environment:

  • Hybrid 3 Days In-Office

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