Financial Advisor
Financial Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Overview
Connecting clients to markets and talent to opportunity.
With 4500 employees and over 300000 commercial institutional payments and retail clients we operate from more than 70 offices spread across six continents. As a Fortune 100 Nasdaq-listed provider we connect clients to the global markets focusing on innovation human connection and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities or ingrain yourself in the world of institutional investing StoneX Group is made up of four business segments that offer endless potential for progression and growth.
At StoneX we offer you the opportunity to be part of an institutional-grade financial services network that connects companies organizations and investors to the global markets ecosystem. As a team member youll benefit from our unique blend of digital platforms comprehensive clearing and execution services personalized high-touch support and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.
Responsibilities
Business Segment Overview
StoneX Wealth Management:is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology comprehensive wealth management and investment services through over 500 advisors and over 100000 clients nationwide.
Responsibilities
Job Purpose and Responsibilities
Position Purpose:work with an experienced advisor to service and deepen existing clients while you build a personal book of business and help shape clients financial future by developing an ongoing financial planning relationships focused on accomplishing clients goals. Collaborate with other advisors and members of the firm to strengthen your skills and knowledge of the wealth management business. Positions are also available in Chattanooga TN Cincinnati OH Cleveland OH.
Responsibilities:
- Build relationships with assigned existing clients and well as develop new clients via face-to-face digital and virtual sourcing strategies.
- Deeply understand clients and prospective clients needs priorities and concerns to accelerate trust and create personalized comprehensive strategies to help them achieve their goals.
- Oversee client experience roles and responsibilities to ensure a high-quality streamlined client experience consistent with firm policies and procedures regulatory requirements and ethical guidelines.
- Engage the team to create monitor and adjust business plan to increase branch effectiveness and achieve desired business results.
- Developing tailored solutions for each client
- Work with retiring advisors on an effective exit strategy and partnering plan
Qualifications
Qualifications
Qualifications
Required:
- Prior finanical services experience
- A proven track record of success
Preferred:
- 2 years of experience
Education and Certification Requirements:
- Bachelors Degree required
Working Environment:
- Full time onsite
Required Experience:
Unclear Seniority
Employment Type
Full-Time
