Career at Stonewater Financial
Position: Junior Financial Advisor
Stonewater Financial, a rapidly growing wealth management firm, is on the lookout for motivated and aspiring Financial Advisors to join our collaborative team. If you are looking to kickstart your career in the financial advisory realm, this is a great opportunity.
LPL with Stonewater Financial:
1. Licensing Support: LPL Financial will assist with the cost of licensing to help jumpstart your career in wealth management.
2. Mentorship and Revenue Sharing: As a Junior Financial Advisor, you will be partnered with a senior advisor who needs assistance in serving their existing book of business. This mentorship arrangement includes a revenue split, ensuring you have a steady income stream as you embark on your career.
Key Responsibilities:
– Client Engagement: Work alongside senior advisors to engage with clients, understanding their financial objectives, risk tolerance, and life goals.
– Financial Analysis: Assist in developing financial plans and conducting financial analyses under the guidance of senior advisors.
– Investment Recommendations: Learn to analyze market trends, economic indicators, and investment products to provide informed investment recommendations.
– Client Relationship Management: Build and maintain relationships with clients, ensuring they receive timely financial advice and updates on economic trends and their portfolio performance.
– Continuous Learning and Improvement: Stay updated with the latest industry developments, investment products, and financial planning tools to provide the best advice to clients.
Required Qualifications, Capabilities, and Skills:
– Bachelor’s degree in Finance, Economics, or related field.
– Strong desire to build a career as a Financial Advisor.
– Excellent communication skills, with the ability to explain complex financial concepts in simple terms.
– A proactive approach, with the ability to work independently and as part of a team.
Preferred Qualifications, Capabilities, and Skills:
– Previous experience or internships in financial services or related fields is a plus.
– Proficient in financial planning software and Microsoft Office Suite.
At Stonewater Financial, we are committed to nurturing a supportive work environment where you can grow both personally and professionally. This position offers a unique blend of mentorship from seasoned advisors and the backing of LPL Financial to ensure a solid foundation for aspiring Financial Advisors.
If you have any questions, feel free to reach out to us at [email protected]