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Wealth Management Professional - Training Provided

Stone Press FG • Columbia , SC , US

Posted 10 days ago

Description

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 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 by 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.

What we offer:

• Mentorship Opportunities from Financial Professionals
• Performance-Based Incentive Trips
• Tuition Reimbursement

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, ( . Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs

• Bachelor's Degree a must, sales experience and/or financial internships a plus.
• A business 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.

$80,000+ OTE

About Stone Press FG

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.

• Wealth Management Professional - Training Provided

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Job Title

Director, Financial Planning & Analysis

Job Description

The FPA Director is responsible for overseeing the financial planning, forecasting, and budgeting processes for the LATAM Geo. This role supports the VP of Finance in achieving business goals through strategic financial analysis, consolidation reporting, and tracking of performance against objectives. This position is responsible for achieving business goals and objectives by directing the financial analysis required for strategic planning purposes and tracking performance against goals and objectives.

• Oversee the preparation of budgets, forecasts, and financial planning across the LATAM region.
• Design and implement tools and models to optimize financial forecasting and reporting, driving automation and continuous innovation.
• Ensure internal controls are in place for the accurate use and reporting of revenues and expenditures.
• Designs and delivers financial management reports or other documented information in a timely manner in support of Business processes
• Provides consultation to senior management in business decisions
• Uses financial analysis tools and methodology to assist the Business in improving its ability to compile business cases for expansion
• Reviews financial information and results with senior management on a regular basis
• Identifies, recommends, and implements changes to fiscal policy that will result in meeting/exceeding financial goals and objectives
• Lead and develop a high-performing finance team, focusing on engagement, well-being, and professional growth.
  
  

Apply Now

Job Title

Director, Financial Planning & Analysis

Job Description

The FPA Director is responsible for overseeing the financial planning, forecasting, and budgeting processes for the LATAM Geo. This role supports the VP of Finance in achieving business goals through strategic financial analysis, consolidation reporting, and tracking of performance against objectives. This position is responsible for achieving business goals and objectives by directing the financial analysis required for strategic planning purposes and tracking performance against goals and objectives.

• Oversee the preparation of budgets, forecasts, and financial planning across the LATAM region.
• Design and implement tools and models to optimize financial forecasting and reporting, driving automation and continuous innovation.
• Ensure internal controls are in place for the accurate use and reporting of revenues and expenditures.
• Designs and delivers financial management reports or other documented information in a timely manner in support of Business processes
• Provides consultation to senior management in business decisions
• Uses financial analysis tools and methodology to assist the Business in improving its ability to compile business cases for expansion
• Reviews financial information and results with senior management on a regular basis
• Identifies, recommends, and implements changes to fiscal policy that will result in meeting/exceeding financial goals and objectives
• Lead and develop a high-performing finance team, focusing on engagement, well-being, and professional growth.
  
  

Job Title:

Director, Financial Planning & Analysis

Job Description

The FPA Director is responsible for overseeing the financial planning, forecasting, and budgeting processes for the LATAM Geo. This role supports the VP of Finance in achieving business goals through strategic financial analysis, consolidation reporting, and tracking of performance against objectives. This position is responsible for achieving business goals and objectives by directing the financial analysis required for strategic planning purposes and tracking performance against goals and objectives.

• Oversee the preparation of budgets, forecasts, and financial planning across the LATAM region.
• Design and implement tools and models to optimize financial forecasting and reporting, driving automation and continuous innovation.
• Ensure internal controls are in place for the accurate use and reporting of revenues and expenditures.
• Designs and delivers financial management reports or other documented information in a timely manner in support of Business processes
• Provides consultation to senior management in business decisions
• Uses financial analysis tools and methodology to assist the Business in improving its ability to compile business cases for expansion
• Reviews financial information and results with senior management on a regular basis
• Identifies, recommends, and implements changes to fiscal policy that will result in meeting/exceeding financial goals and objectives
• Lead and develop a high-performing finance team, focusing on engagement, well-being, and professional growth.
  
  

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Job Description

The FPA Director is responsible for overseeing the financial planning, forecasting, and budgeting processes for the LATAM Geo. This role supports the VP of Finance in achieving business goals through strategic financial analysis, consolidation reporting, and tracking of performance against objectives. This position is responsible for achieving business goals and objectives by directing the financial analysis required for strategic planning purposes and tracking performance against goals and objectives.

• Oversee the preparation of budgets, forecasts, and financial planning across the LATAM region.
• Design and implement tools and models to optimize financial forecasting and reporting, driving automation and continuous innovation.
• Ensure internal controls are in place for the accurate use and reporting of revenues and expenditures.
• Designs and delivers financial management reports or other documented information in a timely manner in support of Business processes
• Provides consultation to senior management in business decisions
• Uses financial analysis tools and methodology to assist the Business in improving its ability to compile business cases for expansion
• Reviews financial information and results with senior management on a regular basis
• Identifies, recommends, and implements changes to fiscal policy that will result in meeting/exceeding financial goals and objectives
• Lead and develop a high-performing finance team, focusing on engagement, well-being, and professional growth.
  
  

• Oversee the preparation of budgets, forecasts, and financial planning across the LATAM region.
• Design and implement tools and models to optimize financial forecasting and reporting, driving automation and continuous innovation.
• Ensure internal controls are in place for the accurate use and reporting of revenues and expenditures.
• Designs and delivers financial management reports or other documented information in a timely manner in support of Business processes
• Provides consultation to senior management in business decisions
• Uses financial analysis tools and methodology to assist the Business in improving its ability to compile business cases for expansion
• Reviews financial information and results with senior management on a regular basis
• Identifies, recommends, and implements changes to fiscal policy that will result in meeting/exceeding financial goals and objectives
• Lead and develop a high-performing finance team, focusing on engagement, well-being, and professional growth.
  
  

• Seniority level Director

• Employment type Full-time

• Job function Finance and Sales
• Industries Outsourcing and Offshoring Consulting

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General Summary of Position

The Manager, Financial Planning & Analysis is responsible for developing long-range financial plans and budgets in coordination with the AVP, Financial Planning & Analysis, local CFOs, and Finance Business Partners. They oversee the preparation of financial plans aligned with systemwide standards, based on historical trends, growth projections, and inflation assumptions. The role involves reviewing monthly financial results for accuracy, analyzing variances, and collaborating with finance teams to identify trends and improvement opportunities. The ideal candidate will possess strong financial modeling and analytical skills, a solid understanding of accounting practices, excellent communication and collaboration abilities, and experience in a complex multi-entity organization.

Primary Duties and Responsibilities

1. Team Leadership: Assist in building and maintaining a high-performing team through mentorship, succession planning, motivation, engagement, and change management. Serve as a trainer and coach, conduct annual performance reviews, and provide coaching.
2. Budget Oversight: Provide direction for the preparation of the annual operating budget, including development, collaboration, and ongoing adjustments.
3. Financial Planning: Lead the creation of long-range financial plans by analyzing historical data, incorporating inflation and growth assumptions, and aligning with system and local initiatives.
4. Variance Analysis: Perform analyses during financial close cycles, collaborating with finance partners to understand results and support action planning.
5. Coordination and Training: Work with the AVP to coordinate budgeting responsibilities, including training and ensuring deadlines are met.
6. Prioritization and Issue Resolution: Manage multiple deadlines, identify financial issues, and recommend timely solutions.
7. Regulatory and Technological Awareness: Stay current on accounting, healthcare issues, regulations, and leverage technology to meet organizational needs.
8. Leadership and Values: Embody SPIRIT Values and set an example for staff.

Minimum Qualifications

Education:

• Bachelor's degree in Accounting, Finance, Business Administration, or related field from an accredited university.
• Master's degree (MBA, MHS, or other healthcare-related graduate degree) preferred.

Experience:

• 5-7 years of progressive experience in Finance or Accounting, including financial modeling, analysis, budgeting, and forecasting.
• 1-2 years of experience managing people or teams.

Licenses and Certifications:

• Certified Public Accountant (CPA) preferred.

Knowledge, Skills, and Abilities:

• System-wide thinking with the ability to collaborate across local and system levels.
• Strong analytical, problem-solving, and people management skills.
• Prioritization skills considering strategic and long-term impacts.
• Ability to build effective relationships with internal customers and vendors.
• Understanding of finance value drivers, service-level management, and financial analysis techniques.
• Experience managing relationships with executive leadership.
• Proficiency with Excel, Access, PowerPoint, Outlook, Tableau, Hyperion, and PeopleSoft preferred.

This position offers a hiring range of $93,142 - $175,968.