Description
Join Stone Press Financial Group as an Associate Financial Professional, where your impact will help shape the financial futures of families and communities. Our mission, "To Do Good," is at the heart of everything we do, offering individuals stability and confidence through life's challenges. With our 175-year legacy, we provide the foundation and resources you need to succeed. You'll benefit from comprehensive support, training, and the tools necessary to build strong client relationships and deliver personalized financial solutions. If you're a driven professional eager to grow in financial services, we're excited to support your journey and help you realize your potential.
Responsibilities
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• 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
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
• 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
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Bachelor's degree in business administration, finance, or related field is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred