Experienced Financial Advisor

Stone Press Financial Group  is looking to align with an Experienced Financial Advisorto  join our team. You will spend your day talking to clients about theirfinancialobjectives and risk tolerance and then recommend an appropriatefinancialstrategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latestfinancialproducts on the market. Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships betweenfinancialprofessionals and CPAs.

• Talking to clients to determine their expenses, income, insurance coverage,financial objectives, tax status, risk tolerance, or other information needed to develop afinancialstrategy.
• Answering client questions aboutfinancialstrategies and givingfinancialadvice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reachfinancialobjectives.
• Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, orfinancialperformance necessitate changes in their plan.
• Analyzingfinancialdata received from clients to develop strategies for meeting clients'financial goals.
• Resilience and humility.
• Preparing or interpretingfinancialdocument summaries, investment performance reports, and income projections for clients.
• Implementingfinancialstrategies or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in theirfinancialstatus.
• Building and maintaining your client base.

• Bachelor's degree in business, finance, or related field.
• 3+ years of sales experience.
• Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus).
• Life and health license.
• Valid drivers license.
  
  Knowledge of mutual funds, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing qualityfinancialadvice.

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, . Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC)