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Stone Press Financial Group

Experienced Financial Advisor

Stone Press Financial Group, Myrtle Beach

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Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Additionally, through our CPA Advantage program, we foster mutually beneficial relationships between financial professionals and CPAs.
Responsibilities:

  1. Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy
  2. Answering client questions about financial strategies and providing financial advice
  3. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach their financial objectives
  4. Reviewing client accounts and strategies regularly to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
  5. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals
  6. Demonstrating resilience and humility
  7. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
  8. Implementing financial strategies or referring clients to professionals who can help them
  9. Managing and updating client portfolios
  10. Contacting clients regularly to discover changes in their financial status
  11. Building and maintaining your client base
Requirements:
  1. Bachelor's degree in business, finance, or related field
  2. 3+ years of sales experience
  3. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus)
  4. Life and health license
  5. Valid driver's license
  6. Knowledge of mutual funds, securities, and insurance industries
  7. Proficient in Word, Excel, Outlook, and PowerPoint
  8. Comfortable using a computer for various tasks
  9. Experience providing quality financial advice
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH, and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)
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Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Internet Publishing

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