Associate Financial Professional Job Lexington area,South Carolina USA,Finance & Banking

Associate Financial Professional

Stone Press Financial Group Lexington, South Carolina, United States

About this position

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.

Compensation:

$80,000+ at plan earnings

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:

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

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

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.

#WHINS1 Salary Information

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