Capital Strategies Group, Inc. · 23 hours ago
Financial Representative
San Antonio, TX
Full-time
Hybrid
Mid Level
$74K/yr - $89K/yr
3+ years expCapital Strategies is seeking adventurous and bold individuals to join their team as Financial Representatives. In this role, you will provide financial guidance and advice to clients while building meaningful relationships and developing your own business.
Consulting
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through thorough fact-gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and collaborative work with fellow associates
Qualification
Required
Bachelor's
Sales: 3 years
Location: San Antonio, TX 78216
Preferred
Life & Health Insurance License
Series 7
Series 66
Benefits
401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Professional development assistance
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.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase