Experienced Financial Advisor

3 days ago


Greensboro NC USA, United States Stone Press Financial Group Full time
Job Opportunity

Stone Press Financial Group is seeking a highly skilled Financial Services Professional to join our team. As an Experienced Financial Advisor, you will play a crucial role in helping clients achieve their financial objectives and goals.

Key Responsibilities:

  • Conduct in-depth financial assessments to determine clients' financial needs and develop personalized financial strategies.
  • Provide expert financial advice and guidance to clients on investment planning, cash management, and insurance coverage.
  • Analyze financial data and market trends to identify opportunities and risks for clients.
  • Develop and implement comprehensive financial plans to help clients achieve their financial goals.
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being.

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 and financial software.

Benefits:

  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including health insurance and 401(k) matching.
  • Opportunities for professional growth and development.

Work Environment:

  • Hybrid work arrangement, with a mix of remote and office work.
  • Collaborative and dynamic work environment.

Location:

  • Greensboro, NC 27401.

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