What are the responsibilities and job description for the Wealth Management Advisor position at Strategic Financial Group?
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
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
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.
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
- Uncapped commission structure
- Licensing & Certification Support
- Medical, Dental, Vision Insurance
- 401(k)