Banking Services, Business Plan, Communication Skills, Customer Relations, Customer Support/Service, Dental Insurance, Economics, Entrepreneurship, Finance, Financial Planning, Financial Services, Financial Strategy, Licensing, Marketing Plan, Mentoring, Product Planning, Real Estate, Retirement and Pension Management, Risk Management, Sales, Series 66, Series 7, Special Needs, Vision Plan, Wealth Management
Strategic Financial Group (SFG), a MassMutual firm serving Houston since 1903, is seeking a motivated, relationship-driven professional to join us as a Financial Advisor. This role is built for people ready to take ownership of their career, build a book of business, and operate with real autonomy — backed by the training, mentorship, and infrastructure of an established firm.
If you're driven by performance, independence, and the opportunity to build something of your own while helping clients reach meaningful financial goals, we'd love to talk.
The Opportunity
- Entrepreneurial Career Path: Grow your own client base and shape your long-term success, with the autonomy of running your own business and the backing of a 120-year-old firm.
- Uncapped Earning Potential: Our performance-driven compensation model — including a competitive base/draw during your licensing and ramp-up period — means your income reflects your effort, consistency, and results.
- Client Ownership from Day One: Unlike many firms, our advisors build and retain ownership of their client relationships from the start, establishing real long-term equity in the business they build.
- Hands-On Mentorship: You'll shadow and joint-work with senior advisors as you build your first client relationships, backed by an in-house team across marketing, financial planning, product solutions, and compliance.
- Collaborative, Entrepreneurial Culture: A team-oriented environment that blends the feel of a boutique practice with real infrastructure — advisors are supported, challenged, and celebrated as they grow.
Your First Year
We invest in getting you licensed and ramped up right:
- Sponsored licensing (State Life & Health, FINRA SIE, Series 7, Series 66) and structured exam prep
- Hands-on mentorship and joint work with experienced advisors
- Dedicated support building your first client relationships and your business plan
About Us
Strategic Financial Group (SFG), a MassMutual firm, is a full-service financial planning practice that's served 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. We combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact — with a clear path to becoming a licensed Financial Advisor.
Skills & Experience
- 1-4 years of professional experience (sales, finance, real estate, banking, education, or client-facing roles preferred)
- Licensed or willing to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (full 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 teammates
- Coachable, self-motivated, and genuinely interested in helping others reach their goals
- Must be legally authorized to work in the United States
Featured Benefits
- Uncapped commission structure with base/draw support during licensing and ramp-up
- Full licensing & certification sponsorship
- Medical, Dental, Vision Insurance
- 401(k)
Ready to build something of your own? Apply today to start the conversation.
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Strategic Financial Group