Financial Advisor

Description

As a Financial Advisor, you will be responsible for delivering comprehensive financial planning and investment management services . You'll play a key role in helping individuals and families achieve their financial goals while growing your own client base within a supportive, growth-minded environment.

Key Responsibilities

Develop and implement personalized financial plans tailored to client needs (investment, retirement, insurance, estate planning, etc.)

• Provide ongoing financial advice and adapt strategies based on life changes and market conditions
• Build and manage a book of business, focusing on client acquisition and retention
• Conduct financial analyses, risk assessments, and market research to inform investment strategies
• Maintain compliance with all FINRA / SEC regulations and firm standards
• Educate clients on financial products, planning tools, and market trends
• Leverage financial planning software and CRM tools for client management and planning
• Actively participate in business development activities, including networking and referrals

Skills, Knowledge and Expertise

Must-Have Qualifications

Active Series 65 or 66 license

Active Health and Life Insurance licenses

Preferred Qualifications

Benefits

You are a trusted financial partner , focused on delivering results for your clients while cultivating long-term relationships. You bring both technical financial knowledge and a human touch to your work, empowering clients to feel confident about their financial future.

Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.