Wealth Management Professional Position Available In Mecklenburg, North Carolina

Wealth Management Professional Stone Press Financial Group Charlotte, NC Job Details $80,000 a year 8 hours ago Benefits Tuition reimbursement Qualifications Financial planning software Google Suite 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 Do you have an entrepreneurial 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 impact every day. We believe that growth isn’t just about numbers, it’s about keeping promises to clients and each other. We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. We are seeking entrepreneurial candidates who are motivated by their ability to make an impact in people’s lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual’s drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself. We are looking for someone who has: The mindset of a capitalist and the heart of an altruist, High energy level and strong work ethic, Strong sense of mission and passion, High self-confidence and an optimistic approach, Integrity and trustworthiness, Resilience and humility, and Total commitment in everything you do, Starting a new practice is a challenge, but it is important to get started with a successful financial services firm that offers the platform to perform meaningful work in your community, to enjoy what you do every day, and to be compensated based on your efforts.

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)

Compensation:

$80,000+

OTE Responsibilities:

Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications:

Knowledge of the financial industry, financial products, best practices, and tax regulations is desired 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 Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired 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 Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential Bachelor’s Degree a must, sales experience and/or financial internships a plus.

An entrepreneurial 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.