Associate Financial Planner - Design Custom Plans

Stone-Press-Financial-Group; North Myrtle Beach (SC); On-site; USD 72,000 - 88,000; Full time

Job summary

Stone Press Financial Group in North Myrtle Beach, South Carolina, is seeking an Associate Financial Professional to deliver personalized financial guidance and support client needs. You will design tailored plans, analyze financial data, and implement recommendations to help clients reach their goals.

The role emphasizes long-term advisor relationships, rigorous attention to detail, and strong communication to serve a diverse client base with comprehensive financial solutions.

Qualifications

• Requires a Bachelor’s degree in finance, business administration, or related field.
• CPA or CFP certification and FINRA Series 7 and 66 required.
• Experience with long-term advisor relationships and client service.
• Knowledge of tax regulations and financial products.

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Research and provide financial advice 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

Skills

Communication skills

Education

Bachelor's degree in finance, business administration, or related field

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

Stone Press Financial Group in North Myrtle Beach, South Carolina, is seeking an Associate Financial Professional to deliver personalized financial guidance and support client needs. You will design tailored plans, analyze financial data, and implement recommendations to help clients reach their goals.

The role emphasizes long-term advisor relationships, rigorous attention to detail, and strong communication to serve a diverse client base with comprehensive financial solutions.