Experienced Financial Advisor - Sales (Charleston SC & surrounding areas)
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.
Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs.
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.
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.
ESI), Member FINRA / SIPC, 5925 Carnegie Blvd, Suite 300, 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)3
Job Type : Full-time
Compensation : $100,000.00 - $150,000.00 per year
Benefits :Weekly schedule :
- Monday to Friday Work setting :
- Office
- Office
- Remote
Location :
South Carolina (Required)
Work Location : Remote
Edit jobOpenView public job page
Powered by JazzHR
fX7ntgR2Lh
Field Sales Representative - Charleston, SC
Field Sales Representative - Charleston, SC Area. Your passion for sales and training will drive your success as a Field Sales Representative with the Springs’ Retail Sales team. Field Sales Representatives are typically responsible for servicing between 40 and 60 retail stores with combined annual ...
Clayton Homes Sales Assistant - North Charleston, SC
To be successful in this role, Sales Assistants must possess an ability to create an initial rapport over the phone with potential home buyers, generate new sales leads in the community for the sales team, and take applications over the phone for prospective home buyers. As a Sales Assistant with Cl...
Market Sales Manager - Charleston, SC
We are seeking a Market Sales Manager with experience in outside sales development and business growth strategies. Reporting to the Market Sales Director, this role will collaborate with dealer clients, sales teams, and internal stakeholders on a regular basis. You will be part of a strategic sales ...
Personal Financial Counselor; Charleston, SC
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Personal Financial Counselor; Charleston, SC. AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enter...
Outside Sales Representative - Charleston, SC
As an Outside Sales Representative, your role will be focused on selling our award-winning SaaS solutions to small and medium-sized businesses (SMB’s) in your region. You will be responsible for identifying potential new customers, building your own prospect list, managing an existing book of busine...
Sales Associate - The Cosmetics Company Store - 20 Hrs - Tanger Outlets Center - North Charleston, SC
As one of our talented sales associate you will provide welcoming, authentic and personalized service to our customers in order to achieve all customer service and sales targets. ...
Sales Associate - 6286 Charleston, SC 29407
Frequently ascend/descend ladders in order to retrieve and put away stock. What does the Sales Associate do?. If you want to be at the beat of the Five Below pulse, our part-time Sales Associates get right in the middle of all store action. Perfect candidates have an undying passion for delivering a...
Field Sales Representative - Charleston, SC
Field Sales Representative – Charleston, SC Area. Your passion for sales and training will drive your success as a Field Sales Representative with the Springs’ Retail Sales team. Field Sales Representatives are typically responsible for servicing between 40 and 60 retail stores with combined annual ...
Part Time Lead Sales Manager- King Street- Charleston, SC- Williams Sonoma
Effectively perform the Selling Captain role, serving as a role model for sales associates in sales generation and customer service by making the customer experience the priority. Even if you don't feel that you meet every requirement listed in this job description, we still encourage you to apply. ...
SALES ASSOCIATE in NORTH CHARLESTON, SC S22928
Follow company work processes to receive, open and unpack cartons and totes; store merchandise in stock room or move directly to sales floor. Operate cash register and flatbed scanner to itemize and total customer's purchase; bag merchandise. Assist with ordering merchandise using hand-held scanners...