Talent.com
Entry-Level Financial Advisor - Training Provided
Entry-Level Financial Advisor - Training ProvidedStone Press FG • Winston-Salem, NC, United States
Entry-Level Financial Advisor - Training Provided

Entry-Level Financial Advisor - Training Provided

Stone Press FG • Winston-Salem, NC, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Responsibilities

  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications

  • Bachelor's Degree a must, sales experience and / or financial internships a plus.
  • A business mindset : You are motivated by the chance to help prospective clients while focusing on personal growth.
  • You are personable and caring, with a natural ability to connect and communicate with others.
  • Enthusiastic, high energy, and positive attitude.
  • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
  • Honesty, integrity, & ethics : you can be trusted to do the right thing for clients and for the team.
  • Must have excellent communication and interpersonal skills.
  • Quick learner who is comfortable in a fast-paced, dynamic environment.
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • A Bachelor's degree in business administration, finance, or a related field is required
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
    • [job_alerts.create_a_job]

    Financial Advisor • Winston-Salem, NC, United States

    [internal_linking.related_jobs]
    Entry-Level Travel Advisor

    Entry-Level Travel Advisor

    HB Travels • Winston-Salem, North Carolina, United States
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    We are looking for motivated and service-minded individuals to join our team as Entry-Level Travel Advisors.In this role, you'll help clients research, plan, and book their travel experiences while...[show_more]
    [last_updated.last_updated_variable_days]
    Remote Entry Level Sales - Training Provided

    Remote Entry Level Sales - Training Provided

    Reid Agency • Winston Salem, NC, us
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Remote Entry Level Sales - Training Provided.Join our dynamic team in the financial services industry as a Remote Entry Level Sales professional. This role is designed for individuals eager to start...[show_more]
    [last_updated.last_updated_30]
    Travel Radiation Therapist - $2,532 per week in Salisbury, NC

    Travel Radiation Therapist - $2,532 per week in Salisbury, NC

    Medical Solutions • Salisbury, NC, US
    [job_card.full_time]
    A facility in Salisbury, NC is seeking its next amazing Radiation Therapist.Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwide, a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) in Salisbury, NC

    Travel Physical Therapist (PT) in Salisbury, NC

    AlliedTravelCareers • Salisbury, NC, US
    [job_card.full_time] +1
    AlliedTravelCareers is working with Aequor to find a qualified Physical Therapist (PT) in Salisbury, North Carolina, 28144!. With Aequor, you can enjoy the freedom to advance your career and travel ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Winston, North Carolina
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Service Advisor

    Service Advisor

    The Auto Club Group • Winston-Salem, NC, United States
    [job_card.full_time]
    It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Why Choose a Career with the AAA The Auto Club Group (ACG) / AAA Car Care : .At AAA Car Care,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Plumbing Instructor (Adjunct)

    Plumbing Instructor (Adjunct)

    InsideHigherEd • Granite Quarry, North Carolina, United States
    [job_card.part_time]
    Rowan-Cabarrus Community College is seeking to expand our pool of adjunct faculty to teach Plumbing courses (Building Construction Technology in the future). Openings for these positions may not exi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Caregiver / Home Health Aide

    Caregiver / Home Health Aide

    All Ways Caring HomeCare • Salisbury, NC, United States
    [job_card.part_time]
    At All Ways Caring HomeCare our Caregivers play a crucial role in providing individualized care that suits the needs of each client in the comfort of their homes. It is our goal to identify individu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Winston-Salem, NC

    Financial Advisor - Winston-Salem, NC

    Thrivent Financial • Winston-Salem, NC, United States
    [job_card.full_time]
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $2,055 per week in Salisbury, NC

    Travel Physical Therapist (PT) - $2,055 per week in Salisbury, NC

    Cross Country Allied • Salisbury, NC, US
    [job_card.full_time]
    As an outpatient physical therapist, you'll provide PT services to help patients regain their health and mobility.Working at an outpatient facility, rehabilitation center, private practice or physi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    PT / Physical Therapist - Home Health

    PT / Physical Therapist - Home Health

    BrightSpring Health Services • Pilot Mountain, NC, United States
    [job_card.full_time]
    PT / Physical Therapist - Home Health.Adoration Home Health and Hospice.Adoration Home Health and Hospice.Office Location : Winston Salem (27103). Schedule : Full Time, Mon - Fri.Provide 1 : 1 care to m...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Client Advisor - Entry Level

    Remote Client Advisor - Entry Level

    The Semler Agency • Winston Salem, NC, US
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Agency, a partner of Symmetry Financial Group, is looking for driven, motivated, coachable entrepreneurs to join our team and help protect families across the nation with various forms of life and ...[show_more]
    [last_updated.last_updated_30]
    Travel Physical Therapist (PT) - $1,940 per week in Salisbury, NC

    Travel Physical Therapist (PT) - $1,940 per week in Salisbury, NC

    AlliedTravelNetwork • Salisbury, NC, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Core Medical Group to find a qualified Physical Therapist (PT) in Salisbury, North Carolina, 28147!. Outpatient Physical Therapist Needed in NC,.CoreMedical Group...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,940 per week in Salisbury, NC

    Travel Physical Therapist (PT) - $1,940 per week in Salisbury, NC

    Core Medical Group • Salisbury, NC, US
    [job_card.full_time]
    Outpatient Physical Therapist Needed in NC,.CoreMedical Group has hundreds of exciting and rewarding travel assignments throughout the country for Travel Allied Professionals and Travel Nurses.Plus...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Drive with DoorDash - Receive 100% of Customer Tips

    Drive with DoorDash - Receive 100% of Customer Tips

    DoorDash • Pilot Mountain, NC, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    EntryLevel Financial Advisor Training Provided

    EntryLevel Financial Advisor Training Provided

    Stone Press FG • Winston-Salem, NC, United States
    [job_card.full_time]
    Do you have a business-minded 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 i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Pet Groomer Trainee

    Pet Groomer Trainee

    PetSmart • Lexington, North Carolina, United States
    [job_card.full_time] +1
    PetSmart does Anything for Pets – JOIN OUR TEAM!.At PetSmart, Anything for Pets begins with our people.Every associate plays a vital role in creating meaningful experiences for pets and their famil...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Lead Generator

    Sales Lead Generator

    ARS-Rescue Rooter • Lexington, NC, US
    [job_card.part_time]
    Company Name : ARS-Rescue Rooter Overview : .Part-time opportunities available.Join ARS, the nation's largest provider of residential HVAC, plumbing, and electrical services with 7,000+ profession...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]