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Financial Services Professional: Entry-Level
$79k-95k (estimate)
Full Time | Investment Management 9 Months Ago
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Strategic Financial Group is Hiring a Financial Services Professional: Entry-Level Near Houston, TX

Kickstart Your Journey as a Financial Services Professional at Strategic Financial Group

Step into the realm of Strategic Financial Group, a beacon of excellence in financial planning, proudly affiliated with MassMutual, a Fortune 100 luminary. Our foundation is deeply rooted in a mutual company's ethos, dedicated to fulfilling promises, safeguarding families, and uplifting communities since 1851.

Your Role: Financial Advisor

Embark on a fulfilling career path where you'll be instrumental in guiding individuals, business moguls, and families towards a secure financial horizon. At the core of our operations, our clients' aspirations and goals dictate our strategic direction. Surrounded by a cadre of seasoned professionals, you're not just joining a team; you're becoming part of a family committed to mutual success and sustainability. With a plethora of tools, resources, and comprehensive training at your disposal, your journey towards skill refinement and professional growth knows no bounds.

Position Requirements:

  • Bachelor's Degree
  • Permanent Residency or U.S. Citizenship

Your Contributions:

  • Forge trusted relationships as a key advisor to your clients.
  • Navigate clients through the complexities of financial planning, including risk management and estate planning.
  • Cultivate a superior client experience that sets the industry standard.
  • Expand your client base through dedicated prospecting, networking, and community engagement.
  • Foster exemplary relationships with both internal and external stakeholders.

We Are Looking For Individuals Who:

  • Boast a fervent passion for financial wellness and client success.
  • Initiate action and progress as self-starters.
  • Are receptive to coaching and continuous learning.
  • Display an entrepreneurial drive, always seeking innovative solutions.
  • Communicate effectively, showcasing exceptional verbal and written skills.
  • Possess high emotional intelligence, understanding, and empathy.
  • Uphold the utmost professionalism in all endeavors.
  • Excel in building and maintaining robust relationships.
  • Are prepared to obtain critical licenses (Life & Health, SIE, Series 7, and Series 66) within the initial six months.

What Awaits You:

  • An array of health benefits, including medical, vision, and dental insurance.
  • Retirement planning through 401(k) and pension plans.
  • An expansive suite of training and development opportunities, designed to elevate your career to new heights.

Your Skills:

  • Mastery in Business Development
  • Exceptional Verbal Communication
  • A Coachable Attitude
  • Unwavering Professionalism
  • A Relationship-Oriented Approach
  • Superior Interpersonal Skills

Embark on Your Legacy

With Strategic Financial Group, your career transcends a job; it’s a journey laden with opportunities for growth, impact, and fulfillment. Ready to shape financial futures? Your path begins here. Welcome to Strategic Financial Group.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$79k-95k (estimate)

POST DATE

08/14/2023

EXPIRATION DATE

06/10/2024

WEBSITE

stgfin.com

HEADQUARTERS

BOWIE, MD

SIZE

25 - 50

FOUNDED

2004

REVENUE

<$5M

INDUSTRY

Investment Management

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