Financial Advisor

3 weeks ago


Houston, United States Strategic Financial Group Full time

Financial Services Professional:

 

Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises, protect their families, and support their communities since 1851. 


As a Financial Advisor you will work directly with individuals, business owners, and families to help them navigate and secure their financial future. Our clients are at the heart of our business, and we put their goals and objectives at the forefront of our work. As you work alongside experienced professionals, you will be a part of a team who will guide you to build a sustainable practice. You will have access to a host of tools, resources, and training to develop and continually improve your skill set.

 

You will:

·        Serve as a trusted advisor to your clients

·        Work with clients in the areas of financial position, risk management, retirement planning, tax management, wealth accumulation, and estate planning

·        Drive a world-class client experience

·        Develop a market of clients by prospecting, networking, and engaging in community initiatives

  • Build and maintain excellent working relationships with internal & external partners and teammates

 

The ideal candidate:

·        Is passionate about financial wellness

·        Is a self-starter

·        Is coachable

·        Has an entrepreneurial mindset

·        Has an overall mindset of continuous improvement

·        Has excellent verbal and written communication skills

·        Has a high EQ (emotional intelligence)

·        Embodies the highest level of professionalism

·        Is able to build and maintain relationships with others

·        Currently has the following licenses (or is willing to obtain them within the first 6 months of hire): Life & Health, SIE, Series 7, and Series 66

 Featured benefits:

·        Medical insurance

·        Vision insurance

·        Dental insurance

·        401(k)

·        A host of training and development opportunities

  • Skills - Business Development, Verbal Communication, Coachability, Professionalism, Relationship Oriented, Interpersonal Skills

  • Financial Advisor

    6 days ago


    Houston, Texas, United States LPL Financial Full time

    Financial Advisor – Alliant Credit UnionYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Alliant Credit Union in Houston, TX would allow you to join the Investment Program at Alliant Credit Union as a Financial...

  • Financial Advisor

    4 days ago


    Houston, Texas, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in Houston, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...


  • Houston, United States Cetera Financial Group Full time

    Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative with Cetera Investors. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives. Why We Think You’ll Like It Here Our team of forward-thinkers...

  • Financial Advisor

    3 weeks ago


    Houston, United States Strategic Financial Group Full time

    Financial Services Professional:  Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...

  • Financial Advisor

    2 weeks ago


    Houston, United States Strategic Financial Group Full time

    Financial Services Professional:  Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...

  • Financial Advisor

    1 month ago


    Houston, United States Strategic Financial Group Full time

    Job DescriptionJob DescriptionEmbark on a Career as a Financial Services Professional at Strategic Financial GroupJoin the ranks of Strategic Financial Group, an esteemed financial planning entity under the expansive umbrella of MassMutual, a Fortune 100 trailblazer. Our mission? To champion financial independence, future preparedness, and community impact...

  • Financial Advisor

    2 weeks ago


    Houston, United States Strategic Financial Group LLC Full time

    Financial Services Professional: Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...

  • Financial Advisor

    1 month ago


    Houston, United States Strategic Financial Group Full time

    Job DescriptionJob DescriptionFinancial Services Professional: Entry-Level OpportunityEmbark on a transformative career with Strategic Financial Group, a leading financial planning firm and esteemed General Agency of MassMutual—a Fortune 100 titan renowned for empowering communities and individuals since 1851. As a Financial Advisor, you'll play a...


  • Houston, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457 enrollment,...


  • Houston, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...

  • Financial Advisor

    1 week ago


    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com) Who We Are: Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are committed to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, such as wealth management, estate planning,...

  • Financial Advisor

    1 week ago


    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are committed to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, such as wealth management, estate planning, and...

  • Financial Advisor

    1 week ago


    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are committed to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, such as wealth management, estate planning, and...

  • Financial Advisor

    18 hours ago


    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management transcends standard financial services by offering personalized guidance to ensure a secure and prosperous retirement for our clients. Our expert financial advisors provide a comprehensive suite of services, including wealth management,...

  • Financial Advisor

    3 weeks ago


    Houston, United States CNI Consulting Inc. Full time

    Job Description FINANCIAL ADVISOR Overview Our client is currently seeking an experienced Financial Advisor to join their growing team. The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. The Financial Advisor will work with additional team members to provide...

  • Financial Advisor

    18 hours ago


    Houston, United States The Fitzpatrick Group Full time

    Ready to make a difference?The Fitzpatrick Group is on a mission to disrupt the financial services industry. While our competitors value their profits over their advisors, our mission is to put the education of our advisors first.The financial services industry has consistently put profits first. The misleading math, the fees, and the sales tactics have...


  • Houston, United States Prime Capital Investment Advisors Full time

    Prime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial advisor. As an Associate Financial Advisor at Prime Capital Investment...


  • Houston, United States Prime Capital Investment Advisors Full time

    Prime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial advisor. As an Associate Financial Advisor at Prime Capital Investment...

  • Financial Advisor

    2 weeks ago


    Houston, United States Leah Yosef International Full time

    Wealth Advisor, Independent RIA Houston, TX Overview Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high net worth clientele ($1M-100M+ net worth). This role is ideal for an independent or...

  • Financial Advisor

    2 weeks ago


    Houston, United States New York Life Full time

    Description Are you a motivated individual looking to join the Financial Advisor team at the Houston branch of New York Life? At New York Life, we empower Advisors to create their own professional paths by offering exceptional training in marketing, client engagement, and impactful communication. Supported by a strong sales team and dedicated development...