Wealth Management Advisor

The Opportunity

• Leverage Your Network: Build a business rooted in relationships you already have, helping people you know make informed, confident financial decisions.
• Client Ownership from Day One: Unlike many firms, you build and retain ownership of your client relationships from the start, establishing real long-term equity in the business you build.
• Income Support & Performance Upside: A 2-year training stipend plus commission model supports your transition into the role while you build your book — so your success and effort directly drive your income.
• A Structured Path into Advising: Structured onboarding, mentorship, and training help you make a confident transition into financial services, whatever your background.
• Comprehensive Support: You're backed by a dedicated in-house team across marketing, financial planning, product solutions, and compliance — so you can stay focused on the relationships that got you here.
• Collaborative, Entrepreneurial Culture: A team-oriented environment where advisors are supported, challenged, and celebrated as they grow their careers.

About Us

Strategic Financial Group (SFG) is a full-service financial planning firm 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 — offering a clear path into financial services through licensing support, training, and hands-on experience.

Skills & Experience

• A strong personal or professional network built through prior experience in fields like sales, real estate, healthcare, education, or the military
• 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 a genuine interest in helping others reach their goals
• Bachelor's degree in Finance, Economics, or a related field preferred
• Must be legally authorized to work in the United States

Featured Benefits

• 2-year training stipend + commission
• Licensing & Certification Support
• Medical, Dental, Vision Insurance
• 401(k)