What are the responsibilities and job description for the Financial Advisor position at Stone Press FG?
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation:$80,000 OTEResponsibilities:Create customized financial plans suitable for each client based on potential life changes and changing financial needsCollect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectationsIdentify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisorDevelop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesAid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial productsQualifications:Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is requiredComputer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vitalSuperior customer service skills, math skills, relationship skills, and communication skills are preferredProven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialA Bachelor’s degree in business administration, finance, or a related field is requiredBachelor's Degree a must, sales experience and/or financial internships a plusA business mindset: You are motivated by the chance to help prospective clients while focusing on personal growthYou are personable and caring, with a natural ability to connect and communicate with othersEnthusiastic, high energy, and positive attitudeSelf-starter with a strong sense of ownership, learning agility, and ability to work autonomouslyHonesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the teamMust have excellent communication and interpersonal skillsQuick learner who is comfortable in a fast-paced, dynamic environmentAbout CompanyOur mission is clear: To Do Good in our communities and for the families we serve.For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.
Salary : $80,000