Associate Financial Professional

Stone-Press-Financial-Group; Lexington (SC); On-site; USD 80,000 - 110,000; Full time

Job summary

Stone Press Financial Group in Lexington, SC seeks an Associate Financial Professional to help families and communities achieve financial stability. You will leverage support, training, and resources to build client relationships and deliver personalized financial solutions.

The role emphasizes growth in financial services with structured support, career development, and a culture built on the mission To Do Good.

Qualifications

• Bachelor’s degree in business administration, finance, or related field is required
• Strong communication and interpersonal skills are essential
• Comfort with data analysis and presenting recommendations to clients

Responsibilities

• Synthesize and present financial recommendations and strategies based on client goals and risk tolerance
• Establish and grow relationships with new clients as their trusted advisor
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Collect client financial information to determine status, goals, cash flow, and expectations
• Provide exceptional customer service and document communications in client files

Education

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

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

Associate Financial Professional

Stone Press Financial Group Lexington, South Carolina, United States

About this position

Join Stone Press Financial Group as an Associate Financial Professional, where your impact will help shape the financial futures of families and communities. Our mission, "To Do Good," is at the heart of everything we do, offering individuals stability and confidence through life's challenges. With our 175-year legacy, we provide the foundation and resources you need to succeed. You'll benefit from comprehensive support, training, and the tools necessary to build strong client relationships and deliver personalized financial solutions. If you're a driven professional eager to grow in financial services, we're excited to support your journey and help you realize your potential.

Join Stone Press Financial Group as an Associate Financial Professional, where your impact will help shape the financial futures of families and communities. Our mission, "To Do Good," is at the heart of everything we do, offering individuals stability and confidence through life's challenges. With our 175-year legacy, we provide the foundation and resources you need to succeed. You'll benefit from comprehensive support, training, and the tools necessary to build strong client relationships and deliver personalized financial solutions. If you're a driven professional eager to grow in financial services, we're excited to support your journey and help you realize your potential.

Compensation:

$80,000+ at plan earnings

Responsibilities:

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Bachelor’s degree in business administration, finance, or related field is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred

• 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.

#WHINS1

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