Talent.com
Stone Press Financial Group
Holistic Financial AdvisorStone Press Financial Group • Greensboro, NC, US
No longer accepting applications
Holistic Financial Advisor

Holistic Financial Advisor

Stone Press Financial Group • Greensboro, NC, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
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
Create a job alert for this search

Holistic Financial Advisor • Greensboro, NC, US

Similar jobs

Physical Therapist

Delta CompaniesGreensboro, NC, US
Full-time

Setting: Pelvic Floor Therapy, Sports, Orthopedics, Occupational Health  .Compensation: $1,624 - $1,904 estimated weekly pay .Start: ASAP | open to 1-2 months out  .Duration: 13 weeks | potentia... Show more

 • Promoted

Remote Macroeconomic Modeling Specialist (EViews)

Micro1Reidsville, North Carolina, US
Remote
Full-time

Macroeconomic Modeling Specialist (EViews).AI labs train foundational models and enterprises build AI agents.We provide frontier evaluations and reinforcement learning environments used to improve ... Show more

 • Promoted

PT Perishable Associate

Food LionReidsville, NC, United States
Full-time

Provide quality customer service within the Perishable Department.Responsible for maintaining standards in accordance with the standard practice manual, maximizing sales through excellent customer ... Show more

 • Promoted

OB/GYN Full Scope & Future Clinic in Asheboro, North Carolina

HealthEcareers - ClientAsheboro, NC, USA
Full-time

Randolph Health - Asheboro, North Carolina.Full Scope Generalist for on-call services and future outpatient clinic services.Hospital ER call for OB and GYN.Block scheduling of 5 24-hour shifts.As a... Show more

 • Promoted

Financial Specialist

Department of JusticeGreensboro, NC, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

 • Promoted

Hematology-Oncology Physician

CompHealthAsheboro, North Carolina, US
Full-time

Hematology-Oncology physician job in North Carolina : Asheboro, NC, offers physicians a unique opportunity to practice medicine in a welcoming, community-oriented environment while enjoying a high ... Show more

 • Promoted

100% Outpatient Pediatrician for North Carolina; Near Winston-Salem

Chg HealthcareReidsville, North Carolina, US
Full-time

Whether you are searching for a position in your area or in another state, we have professionals to help you achieve your goals through our relationships with facilities nationwide - in rural setti... Show more

 • Promoted • New!

Member Solutions Advisor - East

Credit HumanGreensboro, NC, United States
Full-time

Member Solutions Advisor - East.Job Category: Lending Requisition Number: MEMBE004840.Eastern Region Office Greensboro, NC 27408, USA.We are seeking a Member Solutions Advisor - East for the East R... Show more

 • Promoted

Pharmacist-Sign-On Bonus & Relocation Assistance Available

WALGREENSasheboro, nc, United States
Full-time

Join Our Team at Walgreens as a Pharmacist!.Why Walgreens – For You, For Your Family, For Your Future.At Walgreens, pharmacists are medication experts and trusted healthcare providers reshaping the... Show more

 • Promoted • New!

Financial Advisor - Greensboro, NC

Thrivent Financial for LutheransGreensboro, NC, United States
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

 • Promoted

Financial Advisor Series 7/65 or 66

San Blas SecuritiesCharlotte Area, NC, US
Full-time
Quick Apply

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno... Show more

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyEden, NC, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Associate Financial Analyst

Penske Truck LeasingGreensboro, NC, United States
Full-time

This position is for Epes Transport System, LLC, a division of Penske Logistics, based in Greensboro, North Carolina.The Associate Financial Analyst is responsible for providing critical accounting... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyGreensboro, NC, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Exciting Comprehensive OBGYN Opportunity in Asheboro, NC

Advocate HealthAsheboro, NC, US
Full-time

Join Wake Forest Health Network OBGYN - Asheboro Practice.Board-Certified/Board-Eligible Obstetrician-Gynecologist.Diverse Clinical & Surgical Opportunities.Perform advanced procedures such as:.In-... Show more

 • Promoted

Janitor - Asheboro Chili's

Chilli'sAsheboro, NC, United States
Full-time

Janitor - Asheboro Chili's 1206 E Dixie Dr Asheboro, NC 27203 < Back to search results Role Overview Our Janitorial Team Members are responsible for setting the pace for a great clean, sanitar... Show more

 • Promoted

Licensed Marriage and Family Therapist

HeadwayGreensboro, NC, US
Full-time

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... Show more

 • Promoted

Travel Physical Therapist (PT) - $1,570 to $1,670 per week in Holly Springs, NC

AlliedTravelCareersGreensboro, North Carolina, US
Full-time +1

AlliedTravelCareers is working with Converdia Health Staffing to find a qualified Physical Therapist (PT) in Holly Springs, North Carolina, 27540!.ConVerdia Health Staffing- Staffing temporary and ... Show more