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 is seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their financial goals.

The ideal candidate will have a Bachelor's degree in business or finance, excellent communication skills, and a proven track record in financial services. Compensation starts at $80,000+ at plan earnings.

Qualifications

• Previous success in financial services as a financial planner or advisor.
• Requires a Bachelor’s degree in finance or related field.
• Knowledge of financial products and tax regulations is desired.

Responsibilities

• Aid clients in implementing financial recommendations.
• Research and provide suitable financial advice.
• Establish strong relationships with new clients.

Skills

Communication skills

Relationship skills

Customer service skills

Math skills

Education

Bachelor's degree in finance or business administration

CPA or CFP license

Job description

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. Apply now!

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

Compensation

$80,000+ at plan earnings