Talent.com
Holistic Financial Advisor
Holistic Financial AdvisorStone Press Financial Group • Raleigh, NC, US
No se aceptan más aplicaciones
Holistic Financial Advisor

Holistic Financial Advisor

Stone Press Financial Group • Raleigh, NC, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job Description

Job Description

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 tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Responsibilities:

  • 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.

Requirements:

  • 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.

What we offer:
  • 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)

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)

Powered by JazzHR

l0OCgX6amt

Crear una alerta de empleo para esta búsqueda

Holistic Financial Advisor • Raleigh, NC, US

Ofertas similares

Advisor Development Program Client Associate

Bank of America CorporationRaleigh, NC, United States
A tiempo completo

Job Description: Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals...Mostrar más

 • Oferta promocionada

Licensed Marriage and Family Therapist

HeadwayRaleigh, NC, US
A tiempo completo

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc...Mostrar más

 • Oferta promocionada

Women Under 40: Earn $35,000–$40,000 as a Surrogate

Prime GeneticsWake Forest, None, US
A tiempo completo

Do you want to become a surrogate? .We are now offering a sign on bonus to all qualified and matched surrogates that sign contracts.The first step is to fill out our surrogate application.A fertili...Mostrar más

 • Oferta promocionada

Technical Sales Associate

AltecCreedmoor, NC, United States
A tiempo completo

Technical Sales team members play an important role in revenue and profit growth for named accounts while providing creative, custom solutions for our customers.Advocating for customers with creati...Mostrar más

 • Oferta promocionada

Merrill Advisor Development Program - Financial Advisor: Carolina East Market

Bank of AmericaRaleigh, NC, United States
Temporal

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp...Mostrar más

 • Oferta promocionada

Opening Shifts Starting at 4am-5am, $12.50 per hour, Cashier, Drive Thru, Cook, Grill Person

McDonald'sWake Forest, NC, United States
A tiempo completo

Opening Shifts Starting at 4am-5am, Cashier, Drive Thru, Cook, Grill Person Opening Crew Person - Starting at $12.You don't want to work just anyplace, and you don't want to work just anytime.Whate...Mostrar más

 • Oferta promocionada

Dental Hygienist (RDH)

Aspen DentalWake Forest, North Carolina, US
A tiempo completo +1

At Aspen Dental, we put You 1st with world-class development plus industry-leading pay.Join our team today as a Dental Hygienist!.The following information aims to provide potential candidates with...Mostrar más

 • Oferta promocionada

FINANCIAL ADVISOR

Jamie GrayemRaleigh, NC, United States
A tiempo completo

This position is subject to SAFE Act registration requirements.All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good stan...Mostrar más

 • Oferta promocionada

Senior Financial Specialist, Affiliates

WakeMed Health & HospitalsRaleigh, NC, United States
A tiempo completo

Responsibility for financial accounting for WakeMed Property Services, assigned affiliate entities, leases (and reviewing for compliance with GASB87), and eliminations.Serves as the primary contact...Mostrar más

 • Oferta promocionada

Growth-Focused Private Equity Associate

Jobs via eFinancialCareersRaleigh, NC, United States
A tiempo completo

An investment firm is seeking a highly motivated Associate or Senior Associate to join its investment team in Raleigh, North Carolina.This full-time, in-office role involves participation in the fu...Mostrar más

 • Oferta promocionada

Financial Advisor

Cornerstone Advisor GroupRaleigh, NC, United States
A tiempo completo

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks.The ideal candidate will be eager to learn the financial services ropes needed ...Mostrar más

 • Oferta promocionada

Client Advisor

KelacaRaleigh, NC, United States
A tiempo completo +1

At Kelaca, we're on a mission to redefine the recruiting experience because, frankly, the industry needs it.Too many recruiters treat candidates and clients like transactions.We believe relationshi...Mostrar más

 • Oferta promocionada

Travel Physical Therapist (PT) - $2,371 per week in Dunn, NC

AlliedTravelCareersDunn, NC, US
A tiempo completo

AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Physical Therapist (PT) in Dunn, North Carolina, 28334!.Travel Rehab: Physical Therapy Dunn.Shift Details: 8H Days (12:00...Mostrar más

 • Oferta promocionada

Home Health Physical Therapist

Well Care Home Health of the Southern TriangleDunn, NC, United States
A tiempo completo

Assesses, interprets, plans, implements, and evaluates patients with appropriate level of skill given the patient's age and diagnosis.Admits patients to the agency when P.Assists with program devel...Mostrar más

 • Oferta promocionada

Family Practice - Without OB Physician

Britt Medical SearchCreedmoor, North Carolina, US
A tiempo completo

Seeking a dedicated and compassionate full-time BE/BC Primary Care Physician to join talented team north of the Raleigh-Durham area.Highlights: * The ideal candidate will provide comprehensive prim...Mostrar más

 • Oferta promocionada

Director of Residence Life & Housing

InsideHigherEdBuies Creek, North Carolina, United States
A tiempo completo

The Director of Residence Life and Housing provides strategic leadership and vision for the university's residential experience.This role is responsible for creating and sustaining a safe, caring, ...Mostrar más

 • Oferta promocionada

A Dermatologist Is Wanted for Locum Tenens Help in North Carolina

HealthEcareers - ClientButner, NC, USA
A tiempo completo

If you are seeking a new opportunity or would simply like to learn more about locum tenens, give Weatherby a call today for details.General medical derm, biopsies, excisions, electrodessication.Cry...Mostrar más

 • Oferta promocionada

Financial Advisor - Raleigh, NC

First National Bank of PennsylvaniaRaleigh, North Carolina, United States
A tiempo completo

Make a difference - for us and for your future.This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside call...Mostrar más