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Job Description
Associate Financial Professional Stone Press Financial Group Greensboro, NC Job Details $80,000 a year 1 day ago Qualifications Customer communication Series 66 Series 7 Bachelor's degree FINRA License Full Job Description We are Proud Partners of National Life Group, where you'll play a vital role in empowering individuals and families to achieve financial stability and success. As an Associate Financial Professional, you'll have the opportunity to make a real difference, leveraging your expertise to design and implement personalized strategies that help clients reach their financial goals. We believe in doing good in our communities, and with over 175 years of dedication, we've built a legacy of trust and support. You'll be part of a team that values innovation and collaboration, providing you with comprehensive training and resources to grow your practice and build meaningful client relationships. We're looking for driven professionals with a passion for financial services who want to grow their careers alongside our supportive team. If you hold a Bachelor's degree in business or finance, have a knack for forging long-term advising relationships, and possess excellent communication skills, we want to hear from you. You'll find competitive compensation, structured support, and countless opportunities for professional growth. Let's build a future where we all succeed together.
Compensation:
$80,000+ at plan earnings
Responsibilities:
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Design customized financial plans suitable for each client based on potential life changes and changing financial needs Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
Qualifications:
A Bachelor's degree in business administration, finance, or a related field 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 Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred 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 Bachelor's Degree a must, sales experience and/or financial internships a plus.
A business mindset:
You are motivated by the chance 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.
