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Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs.
Responsibilities:
Requirements:
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, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)3
Job Type: Full-time
Salary: $100,000.00 - $150,000.00 per year
Benefits:
Weekly schedule:
Work setting:
Ability to Relocate:
Work Location: Hybrid remote in Charlotte, NC 28209
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Full Time
$56k-77k (estimate)
05/02/2024
05/15/2024