Financial Advisor

Strategic Financial Group; Houston (TX); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Comprehensive training and development

Mentorship from experienced advisors

Licensing support and education

401(k) with firm contribution

Health, dental, and vision insurance

Job summary

Strategic Financial Group (SFG) has served the Houston community since 1903, helping individuals, families, and business owners navigate important financial decisions with confidence. The firm offers training, mentorship, and the autonomy to build your own practice within an established platform.

As a Financial Advisor, you’ll help clients set goals, develop wealth strategies, and work toward long-term financial security.

Qualifications

• Bachelor's degree preferred; 2+ years of professional experience in a client-focused role.
• Demonstrated success in a relationship-driven role and strong interpersonal skills.
• Ability to work independently and manage priorities effectively; licensing support provided by the firm.

Responsibilities

• Build meaningful relationships with clients throughout the Houston community and beyond.
• Identify financial goals and create strategies to help clients achieve them.
• Develop and grow your own client base through networking and referrals, with mentorship from experienced advisors.

Skills

Interpersonal skills

Communication

Relationship building

Self-motivated

Entrepreneurial mindset

Education

Bachelor's Degree preferred

2+ years of professional experience

Tools

FINRA licensing (Series 7/66)

Job description

About Strategic Financial Group

Strategic Financial Group (SFG), a MassMutual firm, has served the Houston community since 1903, helping individuals, families, and business owners navigate important financial decisions with confidence.

As a full-service financial planning firm, we specialize in wealth management, retirement planning, risk management, business planning, and special needs planning. Our success has always been built on relationships, integrity, and a commitment to helping clients achieve their goals.

Today, we're looking for ambitious professionals ready to take ownership of their future and build a meaningful career as a Financial Advisor.

The Opportunity

Are you a successful professional looking for more control over your career, income, and future growth?

Many of our most successful advisors began their careers in industries such as sales, education, banking, healthcare, recruiting, real estate, business development, and management. What they shared wasn't a background in finance. It was a passion for helping people, building relationships, and creating opportunities.

As a Financial Advisor at Strategic Financial Group, you'll have the opportunity to build your own practice while receiving extensive training, mentorship, and support from experienced professionals.

This is a career for individuals who are motivated by independence, personal growth, and the desire to make a lasting impact on the lives of others.

What You'll Do

• Build meaningful relationships with individuals, families, and business owners throughout the Houston community.
• Help clients identify financial goals and create strategies to help achieve them.
• Develop your own client base through networking, referrals, and community involvement.
• Partner with experienced advisors to learn financial planning and wealth management strategies.
• Guide clients through important life decisions related to retirement, protection, education funding, wealth accumulation, and legacy planning.
• Continuously develop your expertise through licensing, training programs, mentorship, and professional development opportunities.
• Operate with the autonomy of a business owner while leveraging the resources of an established firm.

Who We're Looking For

You may be a great fit if you are:

• Motivated by building something of your own.
• Naturally skilled at developing relationships and earning trust.
• Entrepreneurial and self-driven.
• Comfortable working toward goals and creating opportunities.
• Passionate about helping people improve their financial future.
• Looking for a career with long-term growth potential and professional autonomy.

Preferred Backgrounds

We welcome professionals from a variety of industries, including:

• Sales
• Real Estate
• Banking
• Insurance
• Education
• Healthcare
• Recruiting
• Business Development
• Hospitality
• Client Relationship Management

Qualifications

• Bachelor's Degree preferred
• 2+ years of professional experience
• Strong interpersonal and communication skills
• Demonstrated success in a relationship-driven role
• Ability to work independently and manage priorities effectively
• Life & Health Insurance License or willingness to obtain
• FINRA licensing (Series 7 and Series 66 or equivalent) or willingness to obtain with firm support

What We Offer

• Comprehensive training and development
• Mentorship from experienced financial advisors
• Licensing support and professional education
• Access to financial planning and wealth management resources
• Flexibility and autonomy to build your own practice
• Leadership development opportunities
• Collaborative team environment
• Long-term career growth potential
• Health, dental, and vision insurance
• 401(k) with firm contribution

Why SFG?

At Strategic Financial Group, you aren't stepping into a corporate sales role. You're building a career and a practice of your own.

We believe the most successful advisors are relationship builders, problem solvers, and community leaders. If you're looking for an opportunity to create something meaningful, take ownership of your future, and help others do the same, we'd love to start a conversation.

Build a career with purpose. Build a practice with ownership. Build your future with Strategic Financial Group.