Capital Strategies Group, Inc. · 1 month ago
Financial Services Representative
Austin, TX
Full-time
Hybrid
New Grad, Entry Level
$73K/yr - $83K/yrCapital Strategies is dedicated to helping families achieve long-term financial stability. As a Financial Services Representative, you will build a business that positively impacts people's lives by providing financial solutions and developing client relationships.
Consulting
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analyses
Broaden and deepen your skillset through ongoing professional development and joint work
Qualification
Required
A strong relationship builder with a focus on putting people first
A connector of people
A dedicated worker: independent, self-motivated and goal oriented
Benefits
401(k)
401(k) 4% Match
Dental insurance
Disability insurance
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Retirement plan
Vision insurance
Company
Capital Strategies Group, Inc.
Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies.
Founded in 1985
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase