Financial Services Professional: Entry-Level

7 days ago


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

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.



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