Junior Financial Advisor

Strategic Financial Group

Houston (TX)

On-site

USD 50,000 - 70,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Salary + Commission

Licensing & Certification Support

Medical, Dental, Vision Insurance

401(k)

Job summary

Strategic Financial Group is looking for a motivated Junior Financial Advisor in Houston, Texas. You will benefit from a structured growth path, income support during your training, and the ability to build your client base from day one. This role requires a Bachelor's degree in Finance or Economics preferred, and you must be willing to pursue necessary licenses. Enjoy comprehensive support, a collaborative environment, and benefits including medical insurance and a 401(k) plan.

Qualifications

Bachelor’s degree in Finance, Economics, or related Field preferred.
Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (sponsorship provided).
Strong communicator, comfortable building relationships.

Responsibilities

Join a team to help clients meet their financial goals.
Build and retain client relationships from the start.
Participate in mentorship and development programs.

Skills

Strong communicator

Motivated and collaborative

Entrepreneurial mindset

Willingness to obtain licenses

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

Junior Financial Advisor

Strategic Financial Group (SFG) is seeking a driven, entrepreneurial individual to join us as a Junior Financial Advisor. This role offers a unique opportunity to build a long-term career in financial services through hands-on mentorship, meaningful client exposure, and increasing autonomy as you grow.

If you’re motivated by building relationships, guiding others toward their financial goals, and developing professionally within a supportive environment, we encourage you to explore this opportunity with SFG.

The Opportunity

Structured Path to Growth: Our Junior Financial Advisor Development Program is designed for early-career professionals. Through formal training, weekly development sessions, and mentorship, you’ll build the foundation needed to grow into a full Financial Advisor.

Income Support & Performance Upside: We offer a 2-year training stipend + commission model to support your transition into the role while you build your book of business, allowing your success and effort to directly drive your income.

Client Ownership from Day One: Unlike many firms, our advisors build and retain ownership of their client relationships from the start, empowering you to grow your own book of business and establish long-term equity in your work.

Comprehensive Support: Our advisors are backed by a dedicated in-house team across marketing, financial planning, product solutions, and compliance support, so you can stay focused on building relationships and delivering value to clients.

Collaborative, Entrepreneurial Culture: We pride ourselves on a team-oriented environment that blends collaboration with an entrepreneurial spirit. Advisors are supported, challenged, and celebrated as they grow their careers.

About us

Strategic Financial Group (SFG) is a full-service financial planning firm serving 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. As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience.

Skills & Experience