Financial Services Associate - New Graduate Opportunity jobs in United States
cer-icon
Apply on Employer Site
company-logo

Strategic Financial Group · 4 hours ago

Financial Services Associate - New Graduate Opportunity

positionHouston, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Strategic Financial Group is a full-service financial planning firm founded in 1903, dedicated to helping individuals, families, and businesses build and protect their financial futures. The Financial Services Associate role offers new graduates the opportunity to build meaningful client relationships, develop their own client base, and collaborate with experienced advisors while receiving mentorship and professional development in a supportive team environment.

Business DevelopmentFinancial ServicesInsurance
check
Senior ManagementbadNo H1BnoteU.S. Citizen Onlynote

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 SIEFinancial management softwareCuriosityCoachabilityRegulatory standardsInterpersonal skillsCommunication skillsCreative problem-solving

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
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 (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

twittertwittertwitter
company-logo
Welcome to Strategic Financial Group, formally MassMutual Greater Houston.
dateFounded in 1851
location
Houston, Texas, USA
people-size51-200 employees
web-link
https://greaterhouston.massmutual.com

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Briyana Clark
Executive Assistant to Chief Executive Officer/ GA
linkedin
leader-logo
Lena Allouche
Chief Growth Officer
linkedin
Company data provided by crunchbase