Retirement Planner-Entry Level Job at Catalyst Financial Group LLC Houston, Houston, TX

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  • Catalyst Financial Group LLC Houston
  • Houston, TX

Job Description

Want to know more about the position? Watch this introductory video!

link.catalystfg.com/whycatalyst

Catalyst Financial Group LLC  is a financial advisory firm with a clear focus and mission:  Changing the statistic one client at a time.

What are the statistics?

  • 62% of American’s live paycheck to paycheck
  • The average American has 4,000 in their savings account
  • The median American account balance has 35,000 in their retirement account
  • Only 58% of people own stock
  • Finances are the #1 cause of divorce in America

Together, we are a catalyst for change. With your help, we aim to make the world a better place through financial literacy and education.

We are looking for individuals who are passionate about impacting their community and making a difference. The ideal candidate possesses the ability to build deep, meaningful relationships, a strong work ethic, and a desire to be a part of something bigger than themselves.

A candidate for this position should be a self-starter, entrepreneurial in nature, a team player, coachable, and have a long-term vision.

Responsibilities (will be learned through our training program):

  • Provide support to clients
  • Build and maintain a portfolio of client assets
  • Meeting/onboarding prospective clients

Qualifications:

  • Bachelor’s Degree (Any Major)
  • Interest in financial markets
  • Excellent interpersonal skills

Job Type: Full-time

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Vision insurance

Physical setting:

  • Office

Supplemental pay types:

  • Commission pay

Ability to commute/relocate:

  • Houston, TX 77077: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

 

Job Tags

Full time, Relocation,

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