What are the responsibilities and job description for the Financial Advisor position at Strategic Financial Group?
Strategic Financial Group (SFG) is seeking a motivated, relationship-driven professional to join us as a Financial Advisor. This role is designed for individuals ready to take ownership of their career, build a book of business, and operate with a high degree of autonomy.
If you’re driven by performance, independence, and the opportunity to build something of your own while helping clients achieve meaningful financial goals, we encourage you to explore this opportunity.
The Opportunity
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
If you’re driven by performance, independence, and the opportunity to build something of your own while helping clients achieve meaningful financial goals, we encourage you to explore this opportunity.
The Opportunity
- Entrepreneurial Career Path: This is a business-building opportunity where you have the autonomy to grow your own client base and shape your long-term success.
- Uncapped Earning Potential: Our performance-driven compensation model allows your income to directly reflect your effort, consistency, and results.
- 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.
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
- 1-4 years of professional experience (sales, finance, real estate, banking, education or client-facing roles preferred[MW1] )
- Licensed or willing 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
- 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
- Uncapped commission structure
- Licensing & Certification Support
- Medical, Dental, Vision Insurance
- 401(k)