Associate Financial Professional
Not Disclosed•Full-TimeOn-site
location_onLittle Rock Trail, Warehouse District, Raleigh, Wake County, North Carolina, 27602, United States
About the 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.
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.
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.
Work location
Work model: On-site
Little Rock Trail, Warehouse District, Raleigh, Wake County, North Carolina, 27602, United States
Raleigh, North Carolina
Key Responsibilities
- check_circleAid clients in implementing financial recommendations such as savings plans and insurance products
- check_circleEstablish strong relationships with new clients and continuously identify prospects
- check_circleProvide exceptional customer service and track all client communications and strategies
Similar Job Opportunities
Skills, education and keywords
Skills: MS Office, Google Suite, CRM Systems, Financial Planning Software, Cpa License, CFP, Finra Series 7, Finra Series 66.
Education: Bachelor's degree in business administration required; Bachelor's degree in finance required.
Frequently asked questions about Associate Financial Professional at Stone Press Financial Group
What does a Associate Financial Professional at Stone Press Financial Group do?expand_more
Day-to-day, the Associate Financial Professional at Stone Press Financial Group will aid clients in implementing financial recommendations such as savings plans and insurance products; establish strong relationships with new clients and continuously identify prospects; provide exceptional customer service and track all client communications and strategies; and design customized financial plans based on client life changes and financial needs.
What are the requirements for this Associate Financial Professional role?expand_more
To qualify for the Associate Financial Professional at Stone Press Financial Group position, applicants should have: Bachelor's degree in business administration, finance, or related field; CPA license, CFP license, FINRA Series 7, and FINRA Series 66; Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant; Knowledge of financial industry, financial products, best practices, and tax regulations; and Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software.