Experienced Financial Strategist

6 days ago


Greensboro, North Carolina, United States Stone Press Financial Group Full time

About the Job: As a senior financial planning professional at Stone Press Financial Group, you will be responsible for developing and implementing comprehensive financial strategies for our clients.

Compensation: $100,000 - $150,000 per year

Key Responsibilities:

  • Develop and implement financial plans tailored to each client's unique needs and goals.
  • Conduct thorough financial analyses to identify opportunities for growth and improvement.
  • Collaborate with cross-functional teams to deliver exceptional client experiences.
  • Stay up-to-date with industry developments and best practices to ensure our clients receive the highest level of service.
  • Maintain accurate records and communicate regularly with clients to keep them informed of progress.

Qualifications:

  • BA/BS in Finance, Economics, or related field.
  • At least 5 years of experience in financial planning or a related field.
  • FINRA Series 6, 63, and/or 66 registration.
  • Life and health insurance licenses.


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