Associate Financial Professional

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

Associate Financial Professional

Stone Press Financial Group North Myrtle Beach, South Carolina, United States

About this position

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you,

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you,

Compensation:

$80,000+ at plan earnings

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

Qualifications:

• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Requires a Bachelor’s degree in finance, business administration, or related field
• 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
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired

• Bachelor's Degree preferred, 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.