Health Plan
401k/Profit Sharing Plan
Bonus structures
Official Office hours Monday - Thursday
Position serves as a lead advisor/relationship manager for firm clients as well as clients the new advisor brings to the firm. They are responsible for all financial planning aspects of the client’s lives including investment management. They will also be expected to generate prospects and develop new client relationships for the firm. The ideal candidate would have the ability to work within our team environment and develop long term relationships with clients.
Develop and deliver comprehensive financial plans.
Review meeting prep done by para-planners and prepare for client meetings.
Manage client financial plans, monitor client activity and service client’s needs.
Working in a team environment with the willingness to learn from others, share information and find solutions together that benefit our clients and our team.
Explain financial planning, tax and investment management concepts and strategies to clients through written and verbal communications.
Stonebridge Financial Planning Group, LLC™ is a passionate team of professionals who are committed to helping clients experience the lifestyle outcomes they desire. We assist clients in building a solid pathway to their future financial dreams. A strong pathway is the most important step in helping prepare them to handle all the changes and challenges that life brings their way. We offer our clients services including Portfolio Management, Retirement Planning, Risk Management, Estate Planning and Tax Planning. We specialize in working with women in transition - divorce, widowhood, layoffs, and inheritance – walking with them through weighty financial decisions that will affect their future and the future of their family and providing guidance to avoid financial mistakes during confusing times.
You will want to become a member of this fast-growing, well-respected team in the financial planning industry. We are looking for a motivated, professional, and energetic individual with experience in a wide variety of roles. Join our team of professionals in a culture that empowers its employees to be an integral part of a unified team, contributing to the value and success of our organiz...ation.
We are an ensemble team and all work together to serve the firm clients well. We are seeking to add another advisor to our team to grow the firm and possibly be a part of our future succession planning.
