Wealth Management Advisor

Strategic Financial Group; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Uncapped commission structure

Licensing & Certification Support

Medical, Dental, Vision Insurance

401(k)

Job summary

Strategic Financial Group seeks a Wealth Management Advisor in Houston, Texas. This role offers the chance to build a business rooted in client relationships while receiving structured onboarding, mentorship, and a supportive team. The ideal candidate has strong communication skills, a relevant degree, and a willingness to obtain necessary licenses. Benefits include an uncapped commission structure and comprehensive insurance. This is an entrepreneurial opportunity aimed at motivated individuals with a genuine desire to help others grow long-term wealth.

Qualifications

• Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses.
• Must be legally authorized to work in the United States.
• Genuine interest in helping others reach their goals.

Responsibilities

• Work with clients to protect and grow their wealth.
• Build and retain ownership of client relationships.

Skills

Strong communicator

Motivated and collaborative

Comfortable building relationships

Strong personal network

Education

Bachelor’s degree in Finance, Economics or related field

Job description

Wealth Management Advisor

Some of the best financial professionals we know didn’t start in finance. They came from education, real estate, healthcare, sales, or the military. What they had in common: people trusted them, and they were ready to build something of their own.

That’s exactly who we’re looking for at Strategic Financial Group. This is a business-building opportunity, not a desk job. You’ll work with clients to protect what they’ve built and help them grow long-term wealth, using relationships you’ve already spent years earning. We run a non-captive model backed by MassMutual, which means you keep your independence while gaining access to world-class resources.

The Opportunity

• A Structured Path into Advising: We provide a structured onboarding experience, mentorship, and training to help you successfully transition into financial services.
• 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.
• Leverage Your Network: Build a business rooted in relationships you’ve already developed, helping people you know make informed financial decisions.
• 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

• Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (sponsorship provided)
• Bachelor’s degree in Finance, Economics, or a related Field preferred
• Strong communicator, comfortable building relationships and clearly expressing ideas with clients and team members
• Strong personal or professional network
• Motivated, collaborative, and coachable, with an entrepreneurial mindset and a genuine interest in helping others reach their goals
• Must be legally authorized to work in the United States

Featured benefits

• Uncapped commission structure
• Licensing & Certification Support
• Medical, Dental, Vision Insurance
• 401(k)