Financial Advisor - Entry Level

About us:

Strategic Financial Group is a growth-oriented financial planning and investment firm that puts client relationships at its core. We offer a collaborative work environment and support the professional growth of our employees, while driving success for our clients with innovative, tailored financial solutions.

The Opportunity:

Whether you're graduating from college or exploring a new direction in your career, this is your opportunity to make a meaningful impact while building a strong foundation in financial services. At Strategic Financial Group, you'll be the driver behind our clients' financial success. Starting your journey at an entry level, you’ll be given the opportunity to learn from our seasoned professionals while building strong client relationships and fostering growth within our business. You'll play a key role in developing strategic financial plans, analyzing financial data, forecasting trends, and working closely with our team to ensure client satisfaction and success. If you are eager to learn, passionate about helping others, and ready to grow -- this role is built for you.

Job Responsibilities:

• Analyze client's financial status, develop and implement financial strategies.
• Assist with financial forecasting and modeling to drive strategic decision-making.
• Build and maintain client relationships through proactive communication and effective problem-solving.
• Collaborate with your team to share best practices and improve processes.
• Ensure compliance with financial regulations and maintain up-to-date knowledge of the financial industry.

Desired Qualifications:

• Bachelor’s Degree in Finance, Economics, or a related field.
• A desire to pursue your Life & Health Insurances licenses & FINRA Series 7 & 66 (we'll support you!)
• 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.

What We Offer:

• 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

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