Impactful 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

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.