Junior Financial Advisor

Strategic Financial Group•Houston, TX

15h

About The Position

Strategic Financial Group (SFG) is expanding our team and seeking an entrepreneurial individual to join us as a Junior Financial Advisor. This role offers a unique opportunity to build a long-term career in financial services through hands-on mentorship, meaningful client exposure, and increasing autonomy as you go. The Opportunity: If you’re graduating in Spring 2026 and interested in building a relationship-driven career in financial services, this role offers a strong place to start. As a Junior Financial Advisor, you’ll work closely with experienced advisors, clients, and leadership while developing the skills needed to grow into a trusted financial advisor. You’ll gain early client exposure, structured training, and a clear path toward building your own practice over time.

Requirements

Education: Bachelor’s degree in Finance, Economics, or a related field
Licensing : willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 (sponsorship provided)
Personal Attributes: motivated, values-driven, curious, and coachable
Communication Skills: comfortable connecting with clients and teammates, building relationships, and expressing ideas clearly
Mindset: entrepreneurial, proactive, and excited about helping others achieve their goals
Team & Collaboration: enjoys learning from others, working with experienced advisors, and contributing to supportive team culture
Technological Skills: comfortable with Microsoft Office and willing to learn financial software
Work Authorization: must be legally authorized to work in the United States

Responsibilities

Client Relationship Development: build and maintain meaningful client relationships based on trust and personalized guidance.
Financial Guidance & Strategy: partner with clients to create strategies that align with their goals and values.
Entrepreneurship: grow your own practice with mentorship, training, and entrepreneurial support.
Team-based Approach : Collaborate with advisors and teammates to deliver exceptional client experiences.
Trend Research: stay current on financial trends and strategies to provide informed advice