Financial Services Professional

Strategic Financial Group Overview

Founded in 1903, Strategic Financial Group (SFG) is a full-service financial planning firm helping individuals, families, and businesses build and protect their financial futures. We simplify the complex world of financial decision-making through personalized strategies that align with each client’s goals and values.

Our advisors specialize in wealth management, retirement planning, risk management, business planning, and special needs planning — always with a people-first approach.

At SFG, collaboration, integrity, and community are at the core of who we are. We offer the personalized attention of a boutique firm and we’re deeply committed to professional growth, mentorship, and giving back to the communities we serve.

The Opportunity

Whether you’re graduating from college or exploring a new direction in your career, this is your opportunity to make a meaningful impact while building a strong foundation in financial services.

At Strategic Financial Group, we believe being a great financial advisor is about more than managing money — it’s about building relationships, earning trust, and helping people create a vision for their future. You’ll have the opportunity to work closely with clients, teammates, and mentors who are all driven by a shared purpose: helping others achieve lasting financial confidence.

From day one, you’ll be immersed in a collaborative, growth-oriented environment where you’ll:

• Build meaningful relationships with clients through authentic conversations and personalized guidance.
• Learn the entrepreneurial side of the business by developing your own client base and growing your practice over time.
• Collaborate with experienced advisors and teams to create comprehensive strategies that support clients' life goals.
• Gain mentorship, hands-on training, and professional development to help you succeed in both business and leadership.
• Contribute to a supportive, team-focused culture where success is shared and growth is celebrated.
  
  

We’re looking for individuals who are people-driven, entrepreneurial, and eager to make a difference. If you’re passionate about helping others, ready to take ownership of your career, and excited to grow with a team that invests in your success — this role is built for you.

Job Responsibilities

• Build and maintain meaningful client relationships based on trust and personalized guidance.
• Partner with clients to create strategies that align with their goals and values.
• Collaborate with advisors and teammates to deliver exceptional client experiences.
• Grow your own practice with mentorship, training, and entrepreneurial support.
• Stay current on financial trends and strategies to provide informed advice.
  
  

Desired Qualifications

• Bachelor’s Degree in Finance, Economics, or a related field.
• Life & Health Insurance license (not required, but preferred).
• FINRA SIE, Series 7, & 66 (not required, but preferred).
• Creative problem-solving abilities with a proactive mindset.
• Curiosity, coachability, and a problem-solving mindset.
• Strong interpersonal and communication skills.
• Proficiency in MS Office and financial management software.
• Previous experience in a client-facing financial role.
• Knowledge of regulatory standards and compliance requirements.
• A passion for building relationships and a commitment to client success.
• Must be legally authorized to work in the United States (U.S. citizens or permanent residents only).
  
  

What We Offer

• Licensing & certification support
• Mentorship, training programs, and a clear path for career success
• Health, dental, and vision insurance
• Professional development resources
• A growth-minded culture
• Must be legally authorized to work in the U.S. (U.S. citizens or permanent residents only).