Associate Financial Professional

Stone-Press-Financial-Group; Charleston (SC); On-site; USD 80,000 - 120,000; Full time

Job summary

Stone Press Financial Group in Charleston, SC is seeking an Associate Financial Professional to help clients design and implement strategies to reach their goals. The role requires a Bachelor's degree in business or finance and a proven track record of building long-term advisory relationships.

The position offers a compensation of $80,000+ at plan earnings and opportunities to grow through comprehensive training and client development.

Qualifications

• Bachelor's degree in finance, business administration, or related field.
• Demonstrated success in financial services with advising relationships.
• Strong communication, math, and customer service skills.
• CPA or CFP and FINRA Series 7/66 licenses required or in process.

Responsibilities

• Aid clients in implementing financial recommendations including savings plans, life insurance, mutual funds, and other financial products
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Customize financial plans 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

Skills

Client relationship building

Communication skills

Financial advisory experience

Sales experience

Education

Bachelor's degree in finance or business administration

CPA license or CFP certification

Tools

FINRA Series 7 and 66

Job description

Associate Financial Professional

Stone Press Financial Group Charleston, South Carolina, United States

About this position

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.

Compensation

$80,000+ at plan earnings

Responsibilities

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Customize financial plans 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

Qualifications

• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Requires a Bachelor's degree in finance, business administration, or related field
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• 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.