Financial Advisor Position Available In Shelby, Alabama

Job Description:

With 4,300 employees and over 400,000 retail and institutionalclients from more than 80 offices spread across five continents,we’re a Fortune-100, Nasdaq-listed provider, connecting clients tothe global markets – focusing on innovation, human connection, andproviding world-class products and services to all types ofinvestors. At StoneX, we offer you the opportunity to be part of aninstitutional-grade financial services network that connectscompanies, organizations, and investors to the global marketsecosystem. As a team member, youll benefit from our unique blend ofdigital platforms, comprehensive clearing and execution services,personalized high-touch support, and deep industry expertise.

Elevate your career with us and make a significant impact in theworld of global finance.

Business Segment Overview StoneX WealthManagement:

is a leading registered investment advisory firm andindependent broker-dealer that provides an integrated platform oftechnology, comprehensive wealth management, and investmentservices through over 500 advisors and over 100,000 clientsnationwide.

Responsibilities Job Purpose and ResponsibilitiesPosition Purpose:

work with an experienced advisor to service anddeepen existing clients while you build a personal book of businessand help shape clients financial future, by developing an ongoingfinancial planning relationships focused on accomplishing clients’goals. Collaborate with other advisors and members of the firm tostrengthen your skills and knowledge of the wealth managementbusiness. Positions are also available in Chattanooga, TN,Cincinnati, OH, Cleveland OH.

Responsibilities:

Build relationshipswith assigned existing clients and well as develop new clients viaface-to-face, digital and virtual sourcing strategies. Deeplyunderstand clients and prospective clients needs, priorities, andconcerns to accelerate trust and create personalized, comprehensivestrategies to help them achieve their goals. Oversee clientexperience, roles, and responsibilities to ensure a high-quality,streamlined client experience consistent with firm policies andprocedures, regulatory requirements, and ethical guidelines. Engagethe team to create, monitor, and adjust business plan to increasebranch effectiveness and achieve desired business results.

Developing tailored solutions for each client Work with retiringadvisors on an effective exit strategy and partnering plan

Qualifications Required:

Prior finanical services experience Aproven track record of success

Preferred:

2 years of experience

Education and Certification Requirements:

Bachelors Degree required

Working Environment:

Full time onsite