Experienced Financial Strategist
6 days ago
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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