Holistic Financial Advisor
Stone Press Financial Group
- Raleigh, NC
- Permanent
- Full-time
- 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.
- Answering client questions about financial strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Resilience and humility.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial strategies or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
- Bachelor's degree in business, finance, or related field.
- 3+ years of sales experience.
- Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus).
- Life and health license.
- Valid drivers license.
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
- Flexible Work Environment
- Comprehensive Training Provided
- Mentorship Opportunities from Financial Professionals
- Performance-Based Incentive Trips
- Tuition Reimbursement
- Basic Subsidy Allowance (requires qualification)
- Advisor Financing Plan (requires qualification)