Financial Services Professional

Strategic Financial Group; Houston (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Strategic Financial Group is seeking a motivated Financial Advisor to build a personal book of business in Houston, TX. You’ll operate with real autonomy, backed by mentorship, training, and an established firm infrastructure.

You’ll develop strategic financial plans, analyze client data, forecast trends, and ensure client satisfaction while growing your practice within MassMutual’s framework.

Qualifications

• 2+ years in sales, finance or client-facing roles.
• Bachelor’s Degree in Finance, Economics, Marketing, or related field.
• Life and Health Insurance Licenses or willing to obtain.
• FINRA Series 7 & 66 or Series 63 & 65 or willing to obtain.
• Proactive problem-solving with strong communication.
• Experience with financial software and MS Office.
• Demonstrated success in a client-facing financial role.

Responsibilities

• Build and maintain client relationships through proactive communication and effective problem-solving.
• Analyze client's financial status, develop and implement financial strategies.
• 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.

Skills

Client relationships

Communication skills

Sales experience

Financial analysis

Regulatory knowledge

MS Office

Education

Bachelor's in Finance/Economics/Marketing

Job description

Job Description

StrategicFinancial Group (SFG), a MassMutual firm serving Houston since 1903, is seekinga motivated, relationship-driven professional to join us as a FinancialAdvisor. This role is built for people ready to take ownership of their career,build a book of business, and operate with real autonomy — backed by thetraining, mentorship, and infrastructure of an established firm.

Ifyou're driven by performance, independence, and the opportunity to buildsomething of your own while helping clients reach meaningful financial goals,we'd love to talk.

About us:

StrategicFinancial Group (SFG), a MassMutual firm, is a full-service financial planningpractice that's served the Houston community since 1903 — helping individuals,families, and businesses navigate complex financial decisions throughthoughtful, goal-oriented planning. Our advisors provide holistic guidanceacross wealth management, retirement, risk management, business planning, andspecial needs planning, always with a people-first approach. We combine thefeel of boutique practice with a strong commitment to mentorship, professionalgrowth, and community impact — with a clear path to becoming a licensedFinancial Advisor.

The Opportunity:

Asa Financial Services Professional at Strategic Financial Group, you'll be thedriver behind our clients' financial success. You’ll be given the opportunityto learn from our seasoned professionals while building strong clientrelationships and fostering growth within our business. You'll play a key rolein developing strategic financial plans, analyzing financial data, forecastingtrends, and working closely with our team to ensure client satisfaction andsuccess.

Job Responsibilities:

• Build and maintain client relationships through proactive communication and effective problem-solving.
• Analyze client's financial status, develop and implement financial strategies.
• 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.

Qualifications:

• 2+ years of professional experience (sales, finance, real estate, banking, education, or client-facing roles preferred)
• Bachelor’s Degree in Finance, Economics, Marketing, 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
• Creative problem-solving abilities with a proactive mindset.
• Strong interpersonal and communication skills.
• Proficiency in MS Office and financial management software.
• Demonstrated success in a client-facing financial role.
• Knowledge of regulatory standards and compliance requirements.
• A passion for building relationships and a commitment to client success.