Holistic Financial Planning Consultant - Training Provided

Stone Press FGWinston-Salem, NC, US

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Job Description

Training Provided

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!

Compensation : $80,000+ OTE

Responsibilities :

Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Customize financial plans for each client based on potential life changes and changing financial needs
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications :

Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary

Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required

Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

Bachelor’s degree in business administration, finance, or related field is required

Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

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.

About Company

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.

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Financial Planning Consultant • Winston-Salem, NC, US