Welcome page Returning Candidate? Log back in! Financial Advisor Locations US-AL-Birmingham ID 2025-12604 Category (Portal Searching) Sales & Trading Position Type (Portal Searching) Experienced Professional Overview

Connecting clients to markets – and talent to opportunity

 

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

 

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, you'll 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.

 

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 100,000 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 clientWork with retiring advisors on an effective exit strategy and partnering plan Qualifications

Qualifications

 

Required: 

Prior finanical services experienceA proven track record of success

Preferred:

2+ years of experience

Education and Certification Requirements: 

Bachelor's Degree required

Working Environment: 

Full time onsite

 

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