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Strategic Financial Group · 1 week ago

Financial Services Professional

Houston, TX

Full-time

Onsite

New Grad, Entry Level

Strategic Financial Group is a full-service financial planning firm founded in 1903, dedicated to helping individuals and businesses secure their financial futures. The role offers an opportunity to build relationships with clients while developing personalized financial strategies, supported by mentorship and training in a collaborative environment.

Business DevelopmentFinancial ServicesInsurance

Senior Management

No H1B

U.S. Citizen Only

Responsibilities

Build and maintain meaningful client relationships based on trust and personalized guidance

Partner with clients to create strategies that align with their goals and values

Collaborate with advisors and teammates to deliver exceptional client experiences

Grow your own practice with mentorship, training, and entrepreneurial support

Stay current on financial trends and strategies to provide informed advice

Qualification

Bachelor’s Degree in FinanceLife & Health Insurance licenseFINRA SIESeries 7& 66Financial management softwareClient-facing financial experienceRegulatory standardsCuriosityCoachabilityCreative problem-solvingInterpersonal skillsCommunication skills

Required

Bachelor's Degree in Finance, Economics, or a related field

Creative problem-solving abilities with a proactive mindset

Curiosity, coachability, and a problem-solving mindset

Strong interpersonal and communication skills

Proficiency in MS Office and financial management software

Previous experience in a client-facing financial role

Knowledge of regulatory standards and compliance requirements

A passion for building relationships and a commitment to client success

Must be legally authorized to work in the United States (U.S. citizens or permanent residents only)

Preferred

Life & Health Insurance license (not required, but preferred)

FINRA SIE, Series 7, & 66 (not required, but preferred)

Benefits

Licensing & certification support

Mentorship, training programs, and a clear path for career success

Health, dental, and vision insurance

Professional development resources

A growth-minded culture

Company

Strategic Financial Group

Welcome to Strategic Financial Group, formally MassMutual Greater Houston.

Founded in 1851

Houston, Texas, USA

51-200 employees

https://greaterhouston.massmutual.com

Funding

Current Stage

Growth Stage

Leadership Team

Briyana Clark

Executive Assistant to Chief Executive Officer/ GA

Lena Allouche

Chief Growth Officer

Company data provided by crunchbase