Entry-Level Financial Professional- Training Provided

Company: Stone Press FG
Location: Charleston
Posted on: February 16, 2026

Job Description:

Job Description Job Description 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 performance-based Responsibilities: Customize financial plans for each client based on potential life changes and changing financial needs Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Bachelor’s degree in business administration, finance, or related field is required Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Exemplary communication skills, math skills, relationship skills, and customer service skills are vital CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required 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.

Keywords: Stone Press FG, Charleston , Entry-Level Financial Professional- Training Provided, Accounting, Auditing , Charleston, South Carolina