Entry Level Financial Advisor

Stone Press Financial Group
Charlotte, NC, US
$63K-$83K a year
Full-time

Job Description

Job Description

Do you have an entrepreneurial spirit?

At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day.

We believe that growth isnt just about numbers, it's about keeping promises to our clients and each other.

We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success.

At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence.

We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in peoples lives and help their clients do the planning needed to achieve their long-term financial goals.

Our team will guide an individuals drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself.

If you are someone who has :

  • The mindset of a capitalist and the heart of an altruist,
  • High energy level and strong work ethic,
  • Strong sense of mission and passion,
  • High self-confidence and optimistic approach,
  • Integrity and trustworthiness,
  • Resilience and humility, and
  • Total commitment in everything you do,

then you should contact us to explore this career opportunity to see if it is the right fit for you.

Starting a new practice is a challenge but it is important to get started with a successful financial services firm which offers the platform to perform meaningful work in your community, to enjoy what you do every day and to be compensated based on your efforts.

Qualifications

  • Bachelor's Degree a must, sales experience and / or financial internships a plus.
  • An entrepreneurial mindset : youre 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 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 that is comfortable in a fast-paced, dynamic environment.

Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.

ESI), Member FINRA / SIPC, 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI.

In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138176(1223)3

Job Type : Full-time

Compensation : $63,000.00 - $83,000.00 per year

Benefits :
  • 401(k)
  • 401(k)
  • Health insurance
  • Life insurance
  • Weekly schedule :

    • Monday to Friday
    • Work setting :
    • Hybrid work
    • Hybrid work
    • Office

    Ability to Relocate :

    Charlotte, NC 28209 : Relocate before starting work (Required)

    Work Location : Hybrid remote in Charlotte, NC 28209

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    30+ days ago
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