Stone Press Logo

Stone Press

Holistic Financial Representative

Reposted 14 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC
Entry level
In-Office
Charlotte, NC
Entry level
The Holistic Financial Representative will help clients achieve financial goals, requiring strong interpersonal skills and a commitment to personal growth. Responsibilities include providing financial planning and support, while maintaining integrity and a positive attitude in a flexible work environment.
The summary above was generated by AI

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 isn't 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 people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself.

We are looking for 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 an optimistic approach,
  • Integrity and trustworthiness,
  • Resilience and humility, and
  • Total commitment in everything you do,

Starting a new practice is a challenge, but it is important to get started with a successful financial services firm that 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: 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.
What we offer:
  • Flexible Work Environment
  • Comprehensive Training Provided 
  • Mentorship Opportunities from Financial Professionals 
  • Performance-Based Incentive Trips
  • Tuition Reimbursement
  • Basic Subsidy Allowance (requires qualification)
  • Advisor Financing Plan (requires qualification)

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, 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. TC138878(0124)

Similar Jobs

An Hour Ago
Hybrid
3 Locations
159K-305K Annually
Senior level
159K-305K Annually
Senior level
Fintech • Financial Services
Lead the development of solutions on the Calypso platform, managing projects, collaborating with stakeholders, and mentoring team members while ensuring compliance and performance improvements.
Top Skills: Ci/CdCucumberEplGitJavaJenkinsJmsJunitMqOracleSolace
An Hour Ago
Hybrid
3 Locations
100K-196K Annually
Mid level
100K-196K Annually
Mid level
Fintech • Financial Services
The role involves sourcing new clients, leading moderately complex transactions, and collaborating with peers to achieve business objectives. The candidate must have strong sales experience and a solid understanding of client financial needs.
Top Skills: Ms Office Suite (ExcelPowerpoint)
7 Hours Ago
Hybrid
7 Locations
144K-197K Annually
Senior level
144K-197K Annually
Senior level
Fintech • Machine Learning • Payments • Software • Financial Services
The Audit Manager will lead audits, perform risk assessments, and provide risk management advice in payments network operations within Capital One.
Top Skills: Cloud-Based EnvironmentsHpe NonstopIbm MainframeLinuxMobile PaymentsTokenized ServicesWindows

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account