Experienced Holistic Financial Consultant

Join Stone Press Financial Group as a Holistic Financial Consultant, where your expertise can make a real difference in the lives of clients. In this dynamic role, you will engage with clients to understand their financial aspirations and risk profiles, enabling you to recommend tailored financial strategies that resonate with their unique circumstances. If you possess the necessary licenses and a profound understanding of contemporary financial products, we invite you to be part of our mission.Our CPA Advantage program promotes beneficial partnerships between financial advisors and CPAs, enhancing our service offering. Your responsibilities will include:Engaging clients to assess their financial situation, including income, expenses, insurance coverage, financial goals, and risk tolerance to formulate effective financial strategies.Providing clear and informed answers to client inquiries about financial strategies, ensuring they feel supported and understood.Recommending comprehensive strategies encompassing insurance, investment planning, and cash management to aid clients in achieving their financial objectives.Conducting regular reviews of client accounts and strategies to adapt to any life changes, economic shifts, or performance updates.Analyzing client-provided financial data to create strategies that align with their goals.Demonstrating resilience and humility in all client interactions.Preparing and interpreting financial document summaries, investment performance reports, and income projections.Implementing financial strategies effectively, or referring clients to other professionals as needed.Managing and optimizing client portfolios for maximum benefit.Maintaining regular contact with clients to stay updated on their financial status and any changes.Building and nurturing your client base for long-term relationships.Requirements:Bachelor's degree in business, finance, or a related field.Minimum of 3 years of sales experience.Current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 is a plus).Life and health insurance licenses.A valid driver's license.In-depth knowledge of mutual funds, securities, and the insurance industry.Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.Comfortable using technology for various tasks.Demonstrated experience in providing quality financial advice.Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, located at 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209. Stone Press Financial Group operates independently of ESI. In CO, MO, NH, and WI, ESI does business as Vermont Equity Services, Inc.