What are the responsibilities and job description for the Entry-Level Financial Professional position at Stone Press Financial Group?
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 at plan earnings
Responsibilities:
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Qualifications:
- Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- A Bachelor’s degree in business administration, finance, or a related field is required
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Bachelor's Degree a must, sales experience and/or financial internships a plus
- A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth
- You are personable and caring, with a natural ability to connect and communicate with others
- Enthusiastic, high energy, and positive attitude
- Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
- Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
- Must have excellent communication and interpersonal skills
- Quick learner who is comfortable in a fast-paced, dynamic environment
About Company
Our 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