Wealth Management AdvisorSome 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 OpportunityA 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 UsStrategic 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 & ExperienceWillingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (sponsorship provided)Bachelor's degree in Finance, Economics, or a related Field preferredStrong communicator, comfortable building relationships and clearly expressing ideas with clients and team membersStrong personal or professional networkMotivated, collaborative, and coachable, with an entrepreneurial mindset and a genuine interest in helping others reach their goalsMust be legally authorized to work in the United StatesFeatured BenefitsUncapped commission structureLicensing & Certification SupportMedical, Dental, Vision Insurance401(k)