At Stella Oak Financial, we deliver personal wealth solutions as diverse as the clients we serve. We strive to understand our clients' unique goals and visions for themselves, their family, businesses and philanthropies – then create a strategic financial plan to put them on a path to achieve their financial objectives.

THE OPPORTUNITY

• Financial Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client’s needs and goals.
• Develop rapport with clients and foster long-term relationships.
• Be knowledgeable about our financial products and financial market trends.
• Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
• Provide dedicated and focused client experiences.

BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO

• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
• A high-quality training program to help you get started.
• Mentorship and professional development training throughout your entire career.
• Leading industry products and solutions built on an integrated technology platform.
• Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor.
• The opportunity to design your roadmap to leadership and specialized roles.
• A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results.

WHO WE ARE

At Stella Oak Financial, we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality. Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living. Our team embodies these beliefs and is committed to helping clients reach their financial goals.

QUALIFICATIONS

• Bachelor’s degree
• Series 7 licensed
• Experience in the financial services and/or insurance industry
• Excellent interpersonal, listening and client relationship building skills
• Strong computer skills including Microsoft Office Suite
• Excellent written and oral communication skills
• Sound judgement, critical thinking and problem solving skills