Associate Financial Professional

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

Job summary

Stone Press Financial Group in Raleigh, NC seeks an Associate Financial Professional to design and implement financial strategies for clients. The ideal candidate holds a Bachelor's in business or finance, has a proven track record building long-term advisory relationships, and communicates clearly.

Responsibilities include guiding clients on savings plans, insurance, mutual funds, and other products; cultivating new client relationships; delivering tailored financial plans based on life changes

Qualifications

• Bachelor's degree in business, finance, or related field required.
• CPA, CFP, and FINRA Series 7 and 66 credentials preferred.
• Experience as financial planner/consultant with a track record of client relationships.

Responsibilities

• Aid clients in implementing financial plans (savings, insurance, mutual funds, and products).
• Establish and grow new client relationships as trusted advisor.
• Track client communications and document financial strategies in client files.
• Design customized financial plans based on life changes and client needs.
• Provide guidance aligned with client risk tolerance and objectives.

Skills

Financial industry knowledge

Communication skills

Credentials (CPA/CFP)

Client advisory experience

Self-motivation

Education

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

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

Associate Financial Professional

Stone Press Financial Group Raleigh, North 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.

$80,000+ at plan earnings

Responsibilities

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications

• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• 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

• 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.