Senior Financial Consultant

1 month ago


WinstonSalem, North Carolina, United States Stone Press Financial Group Full time
Job Overview

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

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