Business Plan, Communication Skills, Customer Relations, Dental Insurance, Economics, Entrepreneurship, Finance, Financial Planning, Financial Services, Financial Strategy, Licensing, Marketing Plan, Mentoring, Product Planning, Retirement and Pension Management, Risk Management, Series 66, Series 7, Special Needs, Team Player, Vision Plan, Wealth Management
Junior Financial Advisor
Strategic Financial Group (SFG) is seeking a driven, 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 grow.
If you’re motivated by building relationships, guiding others toward their financial goals, and developing professionally within a supportive environment, we encourage you to explore this opportunity with SFG.
The Opportunity
- Structured Path to Growth: Our Junior Financial Advisor Development Program is designed for early-career professionals. Through formal training, weekly development sessions, and mentorship, you’ll build the foundation needed to grow into a full Financial Advisor.
- Income Support & Performance Upside: 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.
- Client Ownership from Day One: 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.
- Comprehensive Support: 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.
- Collaborative, Entrepreneurial Culture: 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.
About us
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.
Skills & Experience
- Bachelor’s degree in Finance, Economics, or a related Field preferred
- Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (sponsorship provided)
- Strong communicator, comfortable building relationships and clearly expressing ideas with clients and team members
- 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
Featured benefits:
- Salary + Commission
- Licensing & Certification Support
- Medical, Dental, Vision Insurance
- 401(k)
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Strategic Financial Group