Senior Financial Consultant

2 weeks ago


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

Stone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this role, you will engage with clients to understand their financial situations and recommend tailored financial strategies. A strong background in finance and the necessary licenses are essential for success in this highly regulated environment.

Our CPA Advantage program enhances collaboration between financial advisors and CPAs, fostering beneficial partnerships.

Key Responsibilities:
  • Engaging with clients to assess their financial status, including income, expenses, insurance, and investment goals.
  • Providing insightful answers to client inquiries about financial strategies and offering sound financial advice.
  • Formulating strategies in areas such as insurance, investment planning, and cash management to assist clients in achieving their financial objectives.
  • Regularly reviewing client accounts and strategies to adapt to changes in personal circumstances or market conditions.
  • Analyzing financial data to create effective strategies that align with clients' financial goals.
  • Demonstrating resilience and humility in client interactions.
  • Preparing comprehensive summaries of financial documents, investment performance, and income forecasts for clients.
  • Implementing financial strategies or connecting clients with relevant professionals for further assistance.
  • Managing and updating client portfolios to reflect their evolving needs.
  • Maintaining regular communication with clients to identify any changes in their financial situations.
  • Building and nurturing a robust client base.
Qualifications:
  • Bachelor's degree in finance, business, or a related discipline.
  • A minimum of 3 years of experience in sales.
  • Current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 is a plus).
  • Life and health insurance license.
  • Valid driver's license.
  • Comprehensive knowledge of mutual funds, securities, and the insurance sector.
  • Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
  • Comfortable utilizing technology for various tasks.
  • Experience in delivering high-quality financial advice.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC. Stone Press Financial Group operates independently of ESI.

Job Type: Full-time

Compensation: $100,000 - $150,000 annually

Benefits:
  • 401(k) plan
  • Health insurance coverage
  • Life insurance options
Work Schedule:
  • Monday to Friday
Work Environment:
  • Hybrid remote and office setting


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