Some of the best financial professionals we know didn't start in finance. They came from education, real estate, healthcare, sales, or the military. What they had in common: people trusted them, and they were ready to build something of their own.
That's exactly who we're looking for at Strategic Financial Group. 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 — meaning you're not limited to a single company's products, and you keep your independence while gaining access to world-class resources.
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)
Ready to build a business on relationships you've already earned? Apply today.
#LI-GHMSFG1
#LI-MW1
