Financial Services Professional

Since 1903, Strategic Financial Group has been a leading provider of comprehensive financial advising and investment products serving individuals and families. Strategic Financial Group specializes in goals-based financial advising, including planning for retirement, education, legacy, and other life goals through tailored investment advice and guidance.

Our Financial Advisors work closely with clients to help them pursue the life they envision, building personal relationships with advisory teams dedicated to meeting their unique needs. We believe trust is built through transparency, and our trusted advisory teams are equipped with access to comprehensive investment insights and the convenience of banking solutions.

At Strategic Financial Group, we foster an inclusive environment where diversity of thought and experience is valued. Our Financial Advisory team reflects a variety of backgrounds and perspectives, helping to create a culture-driven, resilient, results-focused community that delivers effective solutions for our clients.

The Opportunity:

As a Financial Services Professional at Strategic Financial Group, you'll be the driver behind our clients' financial success. 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.

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 team to share best practices and improve processes.
• Ensure compliance with financial regulations and maintain up-to-date knowledge of the financial industry.
• Source new clients through referrals, networking, and proactive outreach.
• Leverage the full suite of resources available at Strategic Financial Group to provide clients with the best possible financial solutions.
• Commit to continuous training and professional development to enhance your practice and advance your career.

Desired Qualifications:

• Bachelor’s Degree in Finance, Economics, or a related field.
• Life and Health Insurance Licenses or willing to obtain
• FINRA Series 7 & Series 66 (or Series 63 & 65) or willing to obtain
• Experience in sales, business development or client acquisition is a plus.
• Excellent quantitative and analytical skills.
• Creative problem-solving abilities with a proactive mindset.
• Strong interpersonal and communication skills.
• Proficiency in MS Office and financial management software.
• Previous experience in a client-facing financial role.
• Advanced degree or certification such as MBA, CFA, or CFP.
• Experience with financial planning software.
• Knowledge of regulatory standards and compliance requirements.
• A passion for building relationships and a commitment to client success.

If you're ready to grow with a forward-thinking company that is here to train and equip you with the tools to succeed, we encourage you to apple today!

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