Stone Hendricks Group · 1 week ago
Financial Advisor
Ohio, United States
Full-time
Onsite
Mid, Senior Level
3+ years expStone Hendricks Group is an SEC registered RIA firm focused on providing comprehensive wealth management and retirement income planning. They are seeking an experienced Financial Advisor to join their team and help clients achieve their financial plans through relationship-focused service and expertise.
RecruitingSocial RecruitingStaffing Agency
Hiring Manager
DOUGLAS MISCH
Responsibilities
Demonstrate proficiency in financial planning principals
Possess a genuine interest in serving and caring for clients while being able to start and hold conversations to determine their financial objectives, risk tolerance, income, expenses, insurance coverage, tax status and/or other information needed to develop a financial plan
Demonstrate a willingness to go above and beyond for exceptional customer service
Comfortable being a key component in a small team of professionals
Detail oriented with a commitment to accuracy
Demonstrate an understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients
Strong time management and organizational skills
Comfortable with multitasking and changing priorities
Willingness to help improve and develop processes for the back office to better support advisor activities
Qualification
Required
Demonstrate proficiency in financial planning principals
Possess a genuine interest in serving and caring for clients while being able to start and hold conversations to determine their financial objectives, risk tolerance, income, expenses, insurance coverage, tax status and/or other information needed to develop a financial plan
Demonstrate a willingness to go above and beyond for exceptional customer service
Comfortable being a key component in a small team of professionals
Detail oriented with a commitment to accuracy
Demonstrate an understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients
Strong time management and organizational skills
Comfortable with multitasking and changing priorities
Willingness to help improve and develop processes for the back office to better support advisor activities
Proficiency with Windows and Microsoft Office
Polished, friendly, professional demeanor
CFP certificate, or in process
New Certified Financial Planner (“CFP”) considered depending on other experience, otherwise a minimum of 3 years of experience in financial services industry
Ability to successfully pass a background and credit check
Bachelor's degree, preferably in finance, accounting, or related field
Impeccable SEC and FINRA record, clean U4
Preferred
FINRA Series 7 and 66 and or 65 strongly preferred
Experience in an independent financial services firm preferred
Experience with Junxure, Morningstar, TD Ameritrade, SEI and American Funds a plus
CPA or EA with personal income tax experience a very strong plus
Company
Stone Hendricks Group
Stone Hendricks Group provides direct-hire search services that match successful organizations with talented job candidates.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase