Financial Services Professional

MassMutual; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Strategic Financial Group, a MassMutual firm, seeks a motivated Financial Advisor to own a personal book of business and deliver holistic financial planning. You’ll receive mentorship, robust infrastructure, and opportunities to grow within a trusted firm that has served Houston since 1903.

You will build client relationships, analyze financial data, and craft strategic plans while adhering to regulatory standards.

Qualifications

• 2+ years of professional experience in 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 willingness to obtain.
• FINRA Series 7 & Series 66 (or Series 63 & 65) or willingness to obtain.
• 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.

Responsibilities

• Build and maintain client relationships through proactive communication and effective problem-solving.
• Analyze clients' financial status and 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

Relationship building

Client-facing

Communication

Proactive mindset

Regulatory knowledge

Education

Bachelor’s Degree in Finance/Economics/Marketing or related

Tools

MS Office

Job description

Strategic Financial Group (SFG), a MassMutual firm serving Houston since 1903, is seeking a motivated, relationship-driven professional to join us as a Financial Advisor. 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 the training, mentorship, and infrastructure of an established firm.

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

About us:

Strategic Financial Group (SFG), a MassMutual firm, is a full-service financial planning practice that's served the Houston community since 1903 — helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. Our advisors provide holistic guidance across wealth management, retirement, risk management, business planning, and special needs planning, always with a people-first approach. We combine the feel of boutique practice with a strong commitment to mentorship, professional growth, and community impact — with a clear path to becoming a licensed Financial Advisor.

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:

• 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.