Stone Press Financial Group • Columbia, SC, US Posted 2 days ago Description Do you have an entrepreneurial spirit? At Stone Press Financial Group, we work on meaningful projects in a culture that values people. Join a growing company where you can drive your career and make an impact daily. We believe growth is about fulfilling promises to clients and colleagues, not just numbers. We empower you to be independent, supported by robust resources and experienced advisors, giving you the tools to succeed professionally. As part of our team, you will join a select group of advisors committed to excellence and a disciplined environment. We seek entrepreneurial candidates motivated by making a difference in people's lives and helping clients achieve their long-term financial goals. Our team will guide your drive into a thriving financial advisory practice. You will be in business for yourself, but not alone. Ideal Candidate Traits The mindset of a capitalist and the heart of an altruist High energy and strong work ethic Strong sense of mission and passion High self-confidence and optimism Integrity and trustworthiness Resilience and humility Full commitment in all endeavors Starting a new practice is challenging, but with a successful firm, you can perform meaningful work locally, enjoy your daily work, and earn based on your efforts. What We Offer Mentorship from financial professionals Performance-based incentive trips Tuition reimbursement Note: Securities and investment advisory services are offered through Registered Representatives and Investment Adviser Representatives of ESI, Member FINRA/SIPC. Stone Press Financial Group is independent of ESI. See detailed licensing and compliance info in original description. Responsibilities Provide exceptional customer service to existing clients, monitoring communications and strategies Present suitable financial recommendations based on client risk tolerance and objectives Gather and analyze clients’ financial information to set goals and expectations Assist clients with implementing financial products like insurance, mutual funds, and savings plans Create customized financial plans considering life changes and evolving needs Qualifications Bachelor's Degree required; sales or financial internship experience a plus Entrepreneurial mindset with a desire to help clients and grow personally Personable, caring, and able to connect with others Energetic, positive, and enthusiastic Self-starter with ownership mindset and agility to learn Honest, ethical, and trustworthy Excellent communication and interpersonal skills Comfortable in fast-paced environments Proficiency in MS Office, Google Suite, CRM, and financial software preferred Knowledge of financial industry, products, and regulations desired Proven success as a financial planner or advisor required Valid CPA or CFP license, Series 7 and 66 licenses required Compensation $80,000 OTE About Us Our mission: To Do Good in communities and for families. With over 175 years of history, we are committed to financial stability for families through all of life's phases. We provide comprehensive support, training, and resources to help you grow your practice and serve clients effectively. We seek driven professionals eager to build a career in financial services while helping clients reach their goals. If you desire structured support and growth opportunities, we look forward to connecting with you. #J-18808-Ljbffr