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Financial Advisor

Employer
Strategic Financial Group
Location
Houston, Texas, United States
Closing date
May 16, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Financial Services Professional: Entry-Level

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, gain their financial independence, prepare for their future, and make an impact for 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 client's future is 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 professionals who will develop and continually improve your skill set.

This job requires a Bachelor's Degree and permanent residency or Citizenship.

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
Has a bachelor's degree in related field (required)
Is a self-starter
Desire to learn
Has an entrepreneurial mindset
Has an overall mindset of continuous enhancement
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)
Pension plan
A host of training and development opportunities

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