Financial Advisor Associate: Grow Client Wealth

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

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.