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🎁 StoneX | Financial Advisor


  • Link: Financial Advisor from StoneX

  • Dates: All year 2025
  • Job location: Birmingham, USA.
  • Job description: 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. Develop tailored solutions for each client. Work with retiring advisors on an effective exit strategy and partnering plan.