Wealth Management Advisor

Strategic Financial Group•Houston, TX

2d•Onsite

About The Position

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. We provide a structured onboarding experience, mentorship, and training to help you successfully transition into financial services. 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. 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. Build a business rooted in relationships you’ve already developed, helping people you know make informed financial decisions. 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. 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.

Requirements

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

Responsibilities

Work with clients to protect what they’ve built and help them grow long-term wealth.
Build and retain ownership of client relationships.
Build a business rooted in relationships you’ve already developed.
Help people you know make informed financial decisions.
Stay focused on building relationships and delivering value to clients.