What are the responsibilities and job description for the Financial Services Associate - New Graduate Opportunity position at Strategic Financial Group?
Strategic Financial Group Overview
Founded in 1903, Strategic Financial Group (SFG) is a full-service financial planning firm helping individuals, families, and businesses build and protect their financial futures. We simplify the complex world of financial decision-making through personalized strategies that align with each client’s goals and values.
Our advisors specialize in wealth management, retirement planning, risk management, business planning, and special needs planning — always with a people-first approach.
At SFG, collaboration, integrity, and community are at the core of who we are. We offer the personalized attention of a boutique firm and we’re deeply committed to professional growth, mentorship, and giving back to the communities we serve.
Launch your Career in Financial Services
If you’re graduating from college in Winter 2025 or Spring 2026 and are ready to make a meaningful impact while building a strong foundation in financial services, this is your opportunity to start strong.
At Strategic Financial Group, we believe being a great financial advisor is about more than managing money — it’s about building relationships, earning trust, and helping people create a vision for their future. You’ll have the opportunity to work closely with clients, teammates, and mentors who are all driven by a shared purpose: helping others achieve lasting financial confidence.
From day one, you’ll be immersed in a collaborative, growth-oriented environment where you’ll:
Job Responsibilities
Founded in 1903, Strategic Financial Group (SFG) is a full-service financial planning firm helping individuals, families, and businesses build and protect their financial futures. We simplify the complex world of financial decision-making through personalized strategies that align with each client’s goals and values.
Our advisors specialize in wealth management, retirement planning, risk management, business planning, and special needs planning — always with a people-first approach.
At SFG, collaboration, integrity, and community are at the core of who we are. We offer the personalized attention of a boutique firm and we’re deeply committed to professional growth, mentorship, and giving back to the communities we serve.
Launch your Career in Financial Services
If you’re graduating from college in Winter 2025 or Spring 2026 and are ready to make a meaningful impact while building a strong foundation in financial services, this is your opportunity to start strong.
At Strategic Financial Group, we believe being a great financial advisor is about more than managing money — it’s about building relationships, earning trust, and helping people create a vision for their future. You’ll have the opportunity to work closely with clients, teammates, and mentors who are all driven by a shared purpose: helping others achieve lasting financial confidence.
From day one, you’ll be immersed in a collaborative, growth-oriented environment where you’ll:
- Build meaningful relationships with clients through authentic conversations and personalized guidance.
- Learn the entrepreneurial side of the business by developing your own client base and growing your practice over time.
- Collaborate with experienced advisors and teams to create comprehensive strategies that support clients' life goals.
- Gain mentorship, hands-on training, and professional development to help you succeed in both business and leadership.
- Contribute to a supportive, team-focused culture where success is shared and growth is celebrated.
Job Responsibilities
- Build and maintain meaningful client relationships based on trust and personalized guidance.
- Partner with clients to create strategies that align with their goals and values.
- Collaborate with advisors and teammates to deliver exceptional client experiences.
- Grow your own practice with mentorship, training, and entrepreneurial support.
- Stay current on financial trends and strategies to provide informed advice.
- Bachelor’s Degree in Finance, Economics, or a related field.
- Life & Health Insurance license (not required, but preferred).
- FINRA SIE (not required, but preferred).
- Creative problem-solving abilities with a proactive mindset.
- Curiosity, coachability, and a problem-solving mindset.
- Strong interpersonal and communication skills.
- Proficiency in MS Office and financial management software.
- Knowledge of regulatory standards and compliance requirements.
- A passion for building relationships and a commitment to client success.
- Must be legally authorized to work in the United States (U.S. citizens or permanent residents only).
- Licensing & certification support
- Mentorship, training programs, and a clear path for career success
- Health, dental, and vision insurance
- Professional development resources
- A growth-minded culture