Financial Services Consultant

3 weeks ago


Houston, Texas, United States Strategic Financial Group Full time

Take your first step towards a fulfilling career in financial services with Strategic Financial Group. Our Entry-Level Financial Advisor position offers a dynamic and supportive environment where you can grow professionally and make a meaningful impact on clients' lives.

About the Role

We are seeking a highly motivated and results-driven individual to join our team as a Financial Advisor. As a key member of our organization, you will be responsible for providing exceptional client service, building strong relationships, and guiding individuals, families, and businesses towards their financial goals.

The ideal candidate will have a Bachelor's Degree and Permanent Residency or U.S. Citizenship. In addition, they will possess excellent communication and interpersonal skills, with the ability to navigate complex financial situations and provide tailored solutions to clients.

Key Responsibilities
  • Forge trusted relationships with clients through effective communication and regular check-ins.
  • Navigate clients through the complexities of financial planning, including risk management and estate planning.
  • Cultivate a superior client experience by staying up-to-date on industry trends and best practices.

Estimated Salary: $60,000 - $80,000 per year.



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