Financial Advisor

1 day ago


Lexington, Kentucky, United States Stone Press Financial Group Full time
Job Opportunity at Stone Press Financial Group

We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to work with clients to help them achieve their long-term financial goals.

About the Role

This is a full-time position that requires a strong work ethic and a passion for helping others. As a Financial Advisor, you will be responsible for:

  • Providing financial planning and investment advice to clients
  • Developing and implementing financial plans to help clients achieve their goals
  • Building and maintaining relationships with clients
  • Staying up-to-date on industry trends and developments

Requirements

To be successful in this role, you will need:

  • A bachelor's degree in a related field
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • High energy level and strong work ethic
  • Passion for helping others

What We Offer

We offer a competitive salary and benefits package, including:

  • 401(k) plan
  • Health insurance
  • Life insurance

Location

This position is located in South Carolina and requires a remote work setup.

How to Apply

If you are a motivated and entrepreneurial individual who is passionate about helping others, please submit your application, including your resume and a cover letter, to explore this career opportunity.


  • Financial Advisor

    2 weeks ago


    Lexington, Kentucky, United States Gamma Phi Beta Full time

    Job Title: Financial AdvisorGamma Phi Beta is seeking a dedicated and experienced Financial Advisor to promote chapter financial wellness and ensure the effective management of the chapter's financial resources.Key Responsibilities:Mentor and coach Financial department officers to develop their leadership skills and promote Gamma Phi Beta's member...


  • Lexington, Kentucky, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Senior Fiduciary Advisor to join our Private Bank organization in Lexington, KY. As a key member of our team, you will be responsible for delivering exceptional fiduciary services to our clients, ensuring compliance with all legal and regulatory requirements, and driving business growth...


  • Lexington, Kentucky, United States Cetera Financial Group Full time

    About the RoleCetera Financial Group is seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level and experience.Key ResponsibilitiesAct as a liaison between Financial...


  • Lexington, Kentucky, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented individual to join our team as a Client Services Representative. In this role, you will provide exceptional support to our Financial Advisors, ensuring seamless day-to-day operations and enhancing the overall customer experience.Key ResponsibilitiesAct as a liaison between Financial Advisors...


  • Lexington, Kentucky, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, ensuring exceptional customer service and experience for our clients.Key...

  • Financial Aid Advisor

    2 weeks ago


    Lexington, Kentucky, United States Kentucky Community and Technical College System Full time

    Job SummaryThis position provides front-line services for the Financial Aid Office, offering quality information and customer service to prospective and current students, their families, and alumni. The ideal candidate will be knowledgeable in student services and federal/state aid programs, providing exceptional support to Financial Aid Specialists.Key...


  • Lexington, Kentucky, United States Truist Financial Corporation Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Wealth Support Specialist to join our team at Truist Financial Corporation. As a key member of our Wealth Support team, you will play a critical role in providing exceptional client service and support to our advisors and clients.Key Responsibilities:Triage and delegate client and advisor...


  • Lexington, Kentucky, United States Fifth Third Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor II to join our team at Fifth Third Bank. As a trusted advisor, you will work closely with clients to understand their financial goals and develop personalized strategies to achieve them.Key ResponsibilitiesDevelop and maintain relationships with high net worth clients to provide tailored...


  • Lexington, Kentucky, United States Truist Financial Corporation Full time

    Wealth Support Specialist IPosition Overview:The Wealth Support Specialist I plays a crucial role in delivering exceptional support to both clients and advisors within the Wealth Management sector. This position involves managing a diverse portfolio of high net-worth clients, ensuring their needs and objectives are met with precision.Key...


  • Lexington, Kentucky, United States Truist Financial Corporation Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Support Specialist to join our team at Truist Financial Corporation. As a Wealth Support Specialist, you will play a critical role in providing exceptional client service and support to our team of financial advisors.Key ResponsibilitiesTriage and delegate client and advisor operational...


  • Lexington, Kentucky, United States Truist Financial Corporation Full time

    Wealth Support Specialist IPosition Overview:The Wealth Support Specialist I plays a crucial role in delivering exceptional support to a dedicated team of advisors within the Wealth, Legal Specialty, or Medical Specialty sectors, who manage a diverse portfolio of affluent clients.Key Responsibilities:Assist clients and advisors by serving as the primary...


  • Lexington, Kentucky, United States Brown Agency Full time

    Unlock Your Earning PotentialSymmetry Financial Group, in partnership with The Brown Agency, offers a unique opportunity for individuals to become freelance insurance advisors. This role allows you to work remotely, set your own schedule, and build your own agency with unlimited income potential.Key Benefits:No experience necessaryWork part-time or...


  • Lexington, Kentucky, United States PR Financial Full time

    About PR FinancialPR Financial is an independent marketing organization (IMO) in the financial services industry, specializing in the insurance marketplace. Our mission is to provide exceptional service to clients by acting as their independent advisor and broker for various insurance products.Job SummaryWe are seeking a highly skilled National Sales Manager...


  • Lexington, Kentucky, United States Fifth Third Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesSales and Client Acquisition: Develop and maintain...


  • Lexington, Kentucky, United States Keller Executive Search Full time

    Financial Advisor Job DescriptionWe are seeking a licensed and experienced Financial Advisor to join our team at Keller Executive Search. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients.Key Responsibilities:Develop and implement strategies to attract new clients and increase revenueProvide...


  • Lexington, Kentucky, United States Wingate Wealth Advisors LLC Full time

    Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Wingate Wealth Advisors, LLC. As a key member of our client service team, you will be responsible for providing exceptional support to our clients and professional staff.Key Responsibilities:Provide comprehensive support to...


  • Lexington, Kentucky, United States Aflac Full time

    Aflac Benefits Advisor OpportunityWe are seeking highly motivated individuals to join our team as Aflac Benefits Advisors. As a Benefits Advisor, you will work directly with business owners to deliver voluntary benefits for their employees, helping to solve key issues facing small businesses today.Key Responsibilities:Develop and maintain relationships with...


  • Lexington, Kentucky, United States MiddleGround Capital Full time

    Capital Markets Director Job DescriptionLocated in Lexington, Kentucky, or New York City, the Capital Markets Director role reports directly to one of the Co-Heads of the Transaction Team at MiddleGround Capital. This position will be responsible for leading the firm's deal-by-deal capital raising efforts across the organization, including acquisition...


  • Lexington, Kentucky, United States MiddleGround Capital Full time

    Capital Markets Director Job DescriptionLocated in Lexington, Kentucky, or New York City, the Capital Markets Director role reports directly to one of the Co-Heads of the Transaction Team at MiddleGround Capital. This position will be responsible for leading the firm's deal-by-deal capital raising efforts across the organization, inclusive of acquisition...


  • Lexington, Kentucky, United States Hunsicker Full time

    Job DescriptionWe are seeking a highly skilled and experienced Accounting Professional to join our team at Hunsicker. As a key member of our finance department, you will be responsible for managing the accounting functions for our subsidiary companies and handling personal accounting for the principal.Key Responsibilities:Manage Daily Bookkeeping and...