Financial Services Professional: Career Launchpad

6 days ago


Houston, Texas, United States Strategic Financial Group Full time

Transforming Financial Futures

At Strategic Financial Group, we're on a mission to empower individuals and families to achieve their financial aspirations. As a Financial Services Professional, you'll play a pivotal role in shaping the futures of our clients.

We're seeking a dynamic and results-driven individual to join our team. If you're passionate about delivering exceptional client experiences, navigating complex financial landscapes, and fostering long-lasting relationships, this is an opportunity to embark on a rewarding career journey.

Your Role: As a Financial Advisor, you'll work closely with clients to understand their unique needs, goals, and objectives. You'll provide expert guidance on risk management, estate planning, and investment strategies, helping them navigate the complexities of financial planning.

Requirements:

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

Your Contributions:

  • Foster trusted relationships as a key advisor to your clients.
  • Navigate clients through the intricacies 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.

Salary Estimate: $60,000 - $80,000 per annum, based on location and experience.



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