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Personal Financial Planner
Personal Financial PlannerStone Press FG • Winston-Salem, NC, US
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Personal Financial Planner

Personal Financial Planner

Stone Press FG • Winston-Salem, NC, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_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!

Compensation : $80,000+ OTE

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 :

  • 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
  • Bachelor's Degree a must, sales experience and / or financial internships a plus.
  • A business mindset : You are motivated by the opportunity 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.

    • About Company

    Our mission is clear : To Do Good in our communities and for the families we serve.

    For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

    You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

    We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.

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    Financial Planner • Winston-Salem, NC, US

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