Financial Advisor
About The Position
Strategic Financial Group (SFG), a MassMutual firm, has served the Houston community since 1903, helping individuals, families, and business owners navigate important financial decisions with confidence. As a full-service financial planning firm, we specialize in wealth management, retirement planning, risk management, business planning, and special needs planning. Our success has always been built on relationships, integrity, and a commitment to helping clients achieve their goals. Today, we're looking for ambitious professionals ready to take ownership of their future and build a meaningful career as a Financial Advisor. This is a career for individuals who are motivated by independence, personal growth, and the desire to make a lasting impact on the lives of others. You'll have the opportunity to build your own practice while receiving extensive training, mentorship, and support from experienced professionals.
Requirements
- Bachelor's Degree preferred
- 2+ years of professional experience
- Strong interpersonal and communication skills
- Demonstrated success in a relationship-driven role
- Ability to work independently and manage priorities effectively
- Life & Health Insurance License or willingness to obtain
- FINRA licensing (Series 7 and Series 66 or equivalent) or willingness to obtain with firm support
Responsibilities
- Build meaningful relationships with individuals, families, and business owners throughout the Houston community.
- Help clients identify financial goals and create strategies to help achieve them.
- Develop your own client base through networking, referrals, and community involvement.
- Partner with experienced advisors to learn financial planning and wealth management strategies.
- Guide clients through important life decisions related to retirement, protection, education funding, wealth accumulation, and legacy planning.
- Continuously develop your expertise through licensing, training programs, mentorship, and professional development opportunities.
- Operate with the autonomy of a business owner while leveraging the resources of an established firm.
Benefits
- Health, dental, and vision insurance
- 401(k) with firm contribution
- Comprehensive training and development
- Mentorship from experienced financial advisors
- Licensing support and professional education
- Access to financial planning and wealth management resources
- Flexibility and autonomy to build your own practice
- Leadership development opportunities
- Collaborative team environment
- Long-term career growth potential
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
