Jobs
>
Charleston

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

    Stone Press Financial Group
    Stone Press Financial Group Charleston, United States

    3 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

    Salary: $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

    Edit jobOpenView public job page

    Powered by JazzHR

    fX7ntgR2Lh

  • First Command Financial Services, Inc

    Financial Advisor

    3 weeks ago

    First Command Financial Services, Inc North Charleston, 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 ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Charleston, United States

    Financial Advisors at Northwestern Mutual - Charleston help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-l ...

  • Hypelink

    Financial Advisor

    2 weeks ago

    Hypelink Charleston, United States

    Your own business. · Unlimited income potential. · Excellent benefits package. · Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources ...

  • Wellspring Search Partners

    Financial Advisor

    19 hours ago

    Wellspring Search Partners Charleston, United States

    Financial Advisor - Charleston, SC · We are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them ach ...

  • Wellspring Search Partners

    Financial Advisor

    2 weeks ago

    Wellspring Search Partners Charleston, United States

    Job Description · Job DescriptionFinancial Advisor - Charleston, SCWe are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Charleston, United States

    Financial Advisors at Northwestern Mutual - Charleston help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-l ...

  • Navy Federal Credit Union

    Financial Advisor

    9 hours ago

    Navy Federal Credit Union Charleston, United States

    Overview · To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/invest ...

  • Hypelink

    Financial Advisor

    2 weeks ago

    Hypelink Charleston, United States

    Job Description · Job DescriptionYour own business. · Unlimited income potential. · Excellent benefits package. · Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cut ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    2 weeks ago

    Stone Press Financial Group Charleston, 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 ...

  • New York Life - Charleston

    Financial Professional Advisor

    1 week ago

    New York Life - Charleston Charleston, United States

    Job Description · Job DescriptionAre you a Licensed Financial Advisor looking to make a significant impact? Join New York Life - Charleston in Charleston, SC, US, a trusted leader in financial planning. You have the power to drive your own income with our commission-based compens ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    3 weeks ago

    Stone Press Financial Group Charleston, 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 ...

  • Thrivent

    Financial Advisor

    2 weeks ago

    Thrivent Charleston, United States

    Job Description · Job DescriptionMeaningful work. Rewarding career. · Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while als ...

  • Consolidated Planning Lowcountry

    Entry-Level Financial Advisor

    2 weeks ago

    Consolidated Planning Lowcountry Charleston, United States

    Financial Planner/Financial Advisor/Financial Representative · We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clie ...

  • Equitable Advisors

    Financial Advisor

    3 weeks ago

    Equitable Advisors West Virginia, United States

    Job Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a pass ...

  • Equitable Advisors LLC

    Financial Advisor

    3 weeks ago

    Equitable Advisors LLC Charleston, United States

    Job Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a pass ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Charleston, United States

    Financial Advisors at Northwestern Mutual - Charleston help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-l ...

  • Corebridge Financial

    Financial Advisor

    2 days ago

    Corebridge Financial Charleston, United States

    Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do ...

  • Atria Wealth Solutions

    Financial Advisor

    1 week ago

    Atria Wealth Solutions North Charleston, United States

    Job Description · Job DescriptionFinancial Advisor - North Charleston · North Charleston, SC, United States · *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN THIS POSITION, PLEASE FOLLOW THE APPLICATION PROCESS OUTLINED AT THE ...

  • Avior Executive Search

    Financial Advisor in South Carolina

    2 weeks ago

    Avior Executive Search Charleston, United States

    Job Description · Job DescriptionAre you a Wiser Financial Advisor? · We have relationships with BD's, RIA's & Independents · Let's discuss what's important for you. We have relationships globally · Financial Advisor Profile: · Our client is in the top 10 of U.S. Banks that is ...

  • Stone Press Financial Group

    Entry Level Financial Advisor

    3 weeks ago

    Stone Press Financial Group Charleston, 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 ...