Stone Press Financial Group • Columbia , SC , US Posted 2 days ago Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Seek, identify, and approach new prospects continuously and establish 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 Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications Bachelor's Degree a must, sales experience and/or financial internships a plus. A business 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. Superior customer service skills, math skills, relationship skills, and communication skills are preferred Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred A Bachelor’s degree in business administration, finance, or a related field is required Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Compensation $80,000+ OTE About Stone Press Financial Group 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. #J-18808-Ljbffr