Financial Professional Position Available In Forsyth, North Carolina

Financial Professional Stone Press Financial Group Winston-Salem, NC Job Details $80,000 a year 1 day ago Qualifications Financial planning software Google Workspace CFP CPA Sales Customer service Series 66 Mid-level Microsoft Office Finance Series 7 Math Bachelor’s degree FINRA License Computer skills Business Administration Business Communication skills Full Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your 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:

Design customized financial plans suitable for each client based on potential life changes and changing financial needs Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

Bachelor’s degree in business administration, finance, or related field is required Superior customer service skills, math skills, relationship skills, and communication skills are preferred Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required 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.