Senior Financial Consultant
1 month ago
Stone Press Financial Group is seeking a seasoned financial professional to collaborate with our team. As an Experienced Financial Advisor, you will play a crucial role in helping clients achieve their financial objectives by providing expert guidance and recommendations.
Key Responsibilities:
- Conducting in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
- Developing and implementing personalized financial strategies to help clients achieve their objectives.
- Providing expert advice on insurance coverage, investment planning, cash management, and other areas to help clients reach their financial goals.
- Regularly reviewing client accounts and strategies to ensure they remain aligned with their changing financial needs.
- Analyzing financial data to identify opportunities for growth and improvement.
- Preparing and interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial strategies and referring clients to professionals who can provide additional support.
- Managing and updating client portfolios to ensure optimal performance.
- Staying up-to-date with industry developments and best practices to provide the highest level of service to clients.
Requirements:
- Bachelor's degree in business, finance, or a related field.
- 3+ years of experience in sales or a related field.
- Current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus).
- Life and health license.
- Valid driver's license.
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
- Experience providing high-quality financial advice and guidance.
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, Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC
Powered by JazzHR
-
Senior Portfolio Manager
3 weeks ago
Winston-Salem, North Carolina, United States Truist Financial Full timeAs a Senior Portfolio Manager at Truist Financial, you will be responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios. This role requires a strong understanding of financial and cost accounting principles, as well as demonstrated proficiency in commercial credit/lending systems.Key...
-
Senior Portfolio Manager
3 weeks ago
Winston-Salem, North Carolina, United States Truist Financial Full timeJob SummaryThe Senior Portfolio Manager will be responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios. This role requires a comprehensive understanding of commercial lending, underwriting, and regulatory knowledge. The ideal candidate will have 5+ years of experience in commercial...
-
Senior Financial Reporting Manager
4 weeks ago
Winston-Salem, North Carolina, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled Senior Financial Reporting Manager to join our team at Truist Inc. This role will be responsible for managing a variety of accounting and financial reporting activities, ensuring the accurate and timely preparation, review, production, and distribution of internal and external corporate and bank financial reports...
-
Clinical Nurse Consultant
4 weeks ago
Winston-Salem, North Carolina, United States Senior Living Hiring Full timeAbout our communityWe are an exceptional assisted living community, personalizing in the approach of ensuring every resident has their specific needs met at every stage.Job DescriptionAs a Clinical Nurse Consultant within our esteemed North Carolina communities, you will play a pivotal role in ensuring exceptional clinical care standards are upheld.Your...
-
Senior Financial Analyst Lead
3 weeks ago
Winston-Salem, North Carolina, United States Banyan Search Full timeKey Details:Location: Winston-Salem, NCEstimated Salary: $85,000 - $110,000 per yearJob Overview:We are seeking a highly skilled and experienced Senior Financial Analyst Lead to join our dynamic team. As a key member of our finance department, you will play a critical role in managing critical accounting functions, ensuring the company's financial health and...
-
Senior SAP MM Consultant for Fashion Industry
2 weeks ago
Winston-Salem, North Carolina, United States Rizing Consumer Industries Full timeThe ideal candidate for this role at Rizing Consumer Industries will be a seasoned SAP MM consultant with extensive experience in implementing SAP's Materials Management module and other related processes. As a key member of our team, you will work closely with clients to assess their current business and system processes, define plans for improvement, and...
-
Dietitian Consultant
4 weeks ago
Winston-Salem, North Carolina, United States DiningRD Full timeJob OverviewDiningRD is seeking a skilled Registered Dietitian to join our consulting team in a contract role. This position involves working with skilled nursing facilities and/or behavioral health settings to improve the lives of seniors.Key Responsibilities:Conduct MDS assessments and document residents at high risk for nutritional problems.Participate in...
-
Manufacturing Accounting Specialist
4 weeks ago
Winston-Salem, North Carolina, United States Staff Financial Group Full timeJob DescriptionWe are seeking a skilled Manufacturing Accounting Analyst to join our finance team at Staff Financial Group. This role is pivotal in ensuring accurate financial reporting, cost analysis, and providing insights that drive operational efficiency and profitability within our manufacturing operations.The ideal candidate will have experience in...
-
Chief Financial Officer
3 weeks ago
Winston-Salem, North Carolina, United States Brilliant Staffing Full timeJob Title: Director of AccountingBrilliant Staffing is seeking a seasoned Director of Accounting to lead our client's financial operations. This role involves overseeing all financial activities, ensuring sound financial planning, regulatory compliance, and day-to-day financial leadership. We are looking for a leader who can actively manage risks, optimize...
-
Financial Operations Director
4 weeks ago
Winston-Salem, North Carolina, United States Inmar Full timeJob SummaryThe Senior Accounting Manager at Inmar is responsible for overseeing all accounting operations and providing leadership to the assigned accounting team. This position is responsible for timely and accurate completion of work performed by the team and manages the overall accounting function.Key ResponsibilitiesOversee all accounting operations,...
-
Healthcare Strategy Consultant
2 weeks ago
Winston-Salem, North Carolina, United States FORVIS Full timeAbout the Role As a key member of our team, you will play a vital role in guiding the vision and direction of healthcare organizations to drive profitability and growth. Your expertise in value-based care will help us navigate the complexities of alternative payment models and ensure successful performance.Your Responsibilities * Guide the vision and...
-
Winston-Salem, North Carolina, United States InsideHigherEd Full timeJob Description SummaryReporting to the Director, this position will serve as a financial analyst for the Reynolda Campus and provide administrative support as needed to the office of Budget and Financial Planning. From a fiscal perspective, the position will have day-to-day budget responsibilities which includes the review of funds availability, and...
-
Senior Accounting Professional
4 weeks ago
Winston-Salem, North Carolina, United States Banyan Search Full time**Accounting Leadership Opportunity**We are seeking a highly skilled Senior Accountant to join our team in Winston-Salem, NC. As a Senior Accountant, you will play a key role in managing critical accounting functions, including preparing financial reports, reconciling accounts, and maintaining the general ledger.**Key Responsibilities:**Oversee and execute...
-
Private Financial Services Expert
3 weeks ago
Winston-Salem, North Carolina, United States H&P Executive Search Full timeCompany Overview:We are partnered with a leading investment firm, specializing in growth debt and lower-middle market transactions. The fund engages in both sponsored and non-sponsored deals, focusing on unitranche and subordinated debt. With approximately $1.5 billion in assets under management, they are seeking a Private Credit Associate to join their team...
-
Senior Portfolio Manager
4 weeks ago
Winston-Salem, North Carolina, United States Wells Fargo Full timeKey Responsibilities:As a Senior Portfolio Manager at Wells Fargo, you will be accountable for a complex portfolio of customers. This role requires strong leadership skills to oversee a portfolio of accounts, identify opportunities for process improvements, and review and analyze the decision process for customer account support.Key Skills: Strong leadership...
-
Tax Senior Associate
4 weeks ago
Winston-Salem, North Carolina, United States FORVIS Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars. As a key member of our tax practice, you will play a critical role in providing exceptional tax services to our clients.Key ResponsibilitiesProvide tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with an...
-
Facilities Director
4 weeks ago
Winston-Salem, North Carolina, United States Senior Living Communities Full timeDirector of Facility ServicesAt Senior Living Communities, we are dedicated to providing exceptional care and services to our residents. We are seeking a highly skilled and experienced Director of Facility Services to join our team.Key Responsibilities:Lead a high-performance team providing maintenance, housekeeping, and security services across the...
-
Senior Mental Health Specialist
4 weeks ago
Winston-Salem, North Carolina, United States Curana Health Full timeCurana Health is a leading provider of value-based primary care services for the senior living industry.We are seeking a dedicated and compassionate Psychiatric Nurse Practitioner to join our healthcare team, providing specialized mental health services to residents in senior living facilities.The ideal candidate will be passionate about geriatric mental...
-
Senior Billing Specialist
4 weeks ago
Winston-Salem, North Carolina, United States Novant Health Full timeJob SummaryWe are seeking a highly skilled Senior Billing Specialist to join our team at Novant Health. As a key member of our Patient Financial Services department, you will be responsible for resolving claim rejections and assisting with all billing activities for our regions. Your excellent communication skills and ability to work independently will be...
-
Senior Billing Specialist
4 weeks ago
Winston-Salem, North Carolina, United States Novant Health Full timeJob SummaryWe are seeking a highly skilled Senior Billing Specialist to join our team at Novant Health. As a key member of our Patient Financial Services department, you will be responsible for resolving claim rejections and assisting with all billing activities for our regions.Key ResponsibilitiesResolve billing issues and assist other departments with...