Experienced Financial Consultant
4 days ago
Stone Press Financial Group is seeking a skilled Experienced Financial Advisor to collaborate with our team. The ideal candidate will possess a deep understanding of financial products and services, as well as excellent communication skills to effectively advise clients on their financial objectives and risk tolerance.
Key Responsibilities:
- Conducting in-depth discussions with clients to understand their financial goals, risk tolerance, and current financial situation.
- Providing personalized financial advice and recommendations to clients, taking into account their unique circumstances and objectives.
- Developing and implementing tailored financial strategies to help clients achieve their financial goals.
- Staying up-to-date with the latest financial products and services, as well as regulatory requirements and industry trends.
- Building and maintaining strong relationships with clients, ensuring their ongoing satisfaction and loyalty.
Requirements:
- Bachelor's degree in a relevant field, such as business, finance, or economics.
- Minimum 3 years of experience in a financial services role, with a proven track record of success.
- Current FINRA Series 6 and 63 or 7 and 66 Securities Registration, as well as a life and health license.
- Valid driver's license and a strong understanding of the financial industry.
- Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
Stone Press Financial Group is an equal opportunity employer, committed to diversity and inclusion in the workplace. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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.
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