Financial Advisor

2 weeks ago


Houston, United States Strategic Financial Group Full time
Job DescriptionJob Description

Embark on a Career as a Financial Services Professional at Strategic Financial Group

Join 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 since 1851. Our foundation is a mutual company that not only understands but prioritizes the value of its clients and their contributions to society.

The Role: Financial Advisor

Dive into a role where your primary mission is to guide individuals, business owners, and families towards securing a prosperous financial future. At Strategic Financial Group, we place the future of our clients at the heart of everything we do, aligning our strategies with their goals and aspirations. Surrounded by a team of seasoned professionals, you’ll cultivate a practice built on sustainability, backed by a rich suite of tools, resources, and expertise designed to foster your growth and skill enhancement.

Qualifications:

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

Your Impact:

  • Act as a pivotal advisor for clients, guiding them through financial planning, risk management, retirement strategies, and more.
  • Elevate the client experience to unparalleled heights, setting new industry standards.
  • Spearhead client market development through diligent prospecting, networking, and community involvement.
  • Forge and nurture outstanding relationships across the board, from clients to colleagues and beyond.

We’re Searching for Someone With:

  • A bachelor's degree and an unyielding drive for knowledge.
  • An entrepreneurial spirit, eager to explore and innovate within the financial sector.
  • A profound passion for enhancing financial wellness.
  • An innate ability to initiate, lead, and remain open to learning.
  • A community-focused mindset, complemented by a strong emotional intelligence.
  • The readiness to acquire essential licenses (Life & Health, SIE, Series 7, and Series 66) within the first six months of joining.

Perhaps This Path Isn’t for You If:

  • Communicating and networking seem more daunting than exciting.
  • Goal-driven approaches don’t resonate with you.
  • The idea of building and managing your own client portfolio doesn’t appeal to you.
  • Self-motivation and initiative are not your strongest suits.

What’s in It for You?

  • Comprehensive health benefits, including medical, vision, and dental insurance.
  • Retirement planning options with 401(k) and pension plans.
  • A rich portfolio of training and development opportunities, ensuring your growth is continuous and supported.



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