Jobs
>
Greenville

    Experienced Financial Advisor - Greenville, United States - Stone Press Financial Group

    Stone Press Financial Group
    Stone Press Financial Group Greenville, United States

    2 weeks ago

    Default job background
    Description

    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, Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC

    Job Type: Full-time

    Compensation: $100, $150,000.00 per year

    Benefits:

    • 401(k)
    • Health insurance
    • Life insurance

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • Office
    • Remote

    Location:

    • South Carolina (Required)

    Work Location: Remote

    Powered by JazzHR

    rHW29DRzWN

  • First Command Financial Services, Inc

    Financial Advisor

    3 weeks ago

    First Command Financial Services, Inc Greenville, United States Full time/Regular

    Financial Advisor · 4 out of 5 of our Advisors are veterans or military spouses · Who we are: · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal ...

  • Atria Wealth Solutions

    Financial Advisor

    2 weeks ago

    Atria Wealth Solutions Greenville, United States

    Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. · Truliant's mission is to improve lives by putting our members first, providing great service and straight ...

  • Atria Wealth Solutions

    Financial Advisor

    2 weeks ago

    Atria Wealth Solutions Greenville, United States

    Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. · Truliant's mission is to improve lives by putting our members first, providing great service and straight ...

  • Atria Wealth Solutions

    Financial Advisor

    2 weeks ago

    Atria Wealth Solutions Greenville, United States

    Job Description · Job DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. · Truliant's mission is to improve lives by putting our members first, prov ...

  • Edward Jones

    Associate Financial Advisor

    5 days ago

    Edward Jones Greenville, United States

    Job Description · Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visibl ...

  • Edward Jones

    Associate Financial Advisor

    3 weeks ago

    Edward Jones Greenville, United States

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Bran ...

  • Edward Jones

    Associate Financial Advisor

    2 days ago

    Edward Jones Greenville, United States Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the c ...

  • NFP

    Sr Financial Advisor

    1 day ago

    NFP Greenville, United States

    Who We Are · NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    3 weeks ago

    Stone Press Financial Group Greenville, United States

    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 ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    3 weeks ago

    Stone Press Financial Group Greenville, United States

    Job Description · Job DescriptionStone 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 stra ...

  • Stone Press Financial Group

    Entry Level Financial Advisor

    2 weeks ago

    Stone Press Financial Group Greenville, United States

    Job Description · Job Description · Do you have an entrepreneurial spirit?At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn ...

  • Truliant Federal Credit Union

    Financial Advisor

    1 week ago

    Truliant Federal Credit Union Greenville, United States

    Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of imp ...

  • New York Life

    Financial Advisor

    4 weeks ago

    New York Life Greenville, United States

    · Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humil ...

  • Edward Jones

    Associate Financial Advisor

    3 weeks ago

    Edward Jones Greenville, United States

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branc ...

  • Stone Press Financial Group

    Entry Level Financial Advisor

    2 weeks ago

    Stone Press Financial Group Greenville, United States

    Do you have an entrepreneurial spirit? · At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isnt just about numbers, it's about k ...

  • Stone Press Financial Group

    Entry Level Financial Advisor

    2 weeks ago

    Stone Press Financial Group Greenville, United States

    Job Description · Job DescriptionDo you have an entrepreneurial spirit? · At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isnt ...

  • Edward Jones

    Associate Financial Advisor

    2 weeks ago

    Edward Jones Greenville, United States

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the cl ...

  • Edward Jones

    Associate Financial Advisor

    5 days ago

    Edward Jones Greenville, United States

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the clie ...

  • ECPI University

    Financial Assistance Advisor

    2 weeks ago

    ECPI University Greenville, United States

    Overview: · Financial Assistance Advisor · This position will work at ECPI Universitys Greenville, SC campus located at 1001 Keys Drive. · Transform your Career at ECPI University · Since 1966, the dedicated employees at ECPI University have helped students achieve their goal ...

  • Edward Jones

    Associate Financial Advisor

    3 weeks ago

    Edward Jones Greenville, United States

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the ...