Retirement Planner-Entry Level

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