Investment Associate

Strategic Financial Group•Houston, TX

About The Position

Strategic Financial Group (SFG) is a growth-focused financial advisory firm providing comprehensive investment management and financial planning services across the Greater Houston area. We are seeking an Investment Associate to support investment research, portfolio strategy, and client advisory initiatives. This is a career-building role designed for professionals who want to grow within wealth management — whether toward a senior investment role or an advisor/relationship management path. The Investment Associate will work closely with advisors and the financial planning team to support portfolio construction, market research, and client strategy execution.

Requirements

Bachelor’s degree in Finance, Economics, Business, or related field
2+ years of experience in wealth management, financial advising, or investment analysis
Strong understanding of asset allocation, portfolio construction, and financial planning
Excellent communication and presentation skills
Entrepreneurial mindset with long-term career ambitions in financial services
Proficiency with CRM systems, financial planning software, and Microsoft Office

Nice To Haves

FINRA SIE, Series 7 & 66 preferred
CFP®, CFA, CIMA, or other advanced designation preferred

Responsibilities

Conduct market research across equities, fixed income, and alternative investments
Analyze portfolio allocations and support rebalancing strategies
Monitor macroeconomic trends and capital market developments
Assist with investment research and due diligence
Prepare portfolio analyses and performance reports
Develop client presentation materials and investment commentary
Participate in client meetings with advisors
Translate complex market information into clear client messaging
Support onboarding of new advisors with investment infrastructure
Maintain data integrity across custodial and reporting systems
Assist with client education and thought leadership materials