Top 2 Junior financial planner Jobs in Houston Tx

Junior Financial Advisor
Strategic Financial Group —Houston, TX
- Full-time
- Finance
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Registered Representative - State Farm Agent Team Member
Dale Guidry Jr - State Farm Agent —Humble, TX
- $24.04 an hour
- Full-time
- Mid-level
- Analysis skills
- Communication skills
- Opportunities for advancement
Quick Apply

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Junior Financial Advisor

Strategic Financial Group -
Houston, TX

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Customer communication
Wealth management
Economics
Customer relationship building
Bachelor's degree in finance
Bachelor's degree in economics
Finance
Managing financial planning clients
Bachelor's degree
Client retention
Risk management
Financial goal setting advisory services
Financial services
Retirement planning advisory services
Communication skills
Entry level
Under 1 year

Full Job Description

Junior Financial Advisor

Strategic Financial Group (SFG), a MassMutual firm serving Houston since 1903, is seeking a driven individual to join us as a Junior Financial Advisor. This role is built for early-career professionals ready to launch a long-term career in financial services through hands-on mentorship, real 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'd love to talk.

The Opportunity

Structured Path to Growth: Our Junior Financial Advisor Development Program is designed specifically for early-career professionals — no prior industry experience required. Through formal training, weekly development sessions, and one-on-one mentorship, you'll build the foundation to grow into a full Financial Advisor.
Income Support & Performance Upside: A 2-year training stipend plus commission model supports your transition into the role while you build your book of business — so you have a stable foundation while your effort and results start to drive your income.
Client Ownership from Day One: Unlike many firms, you'll build and retain ownership of your client relationships from the start, establishing real long-term equity in the business you build.
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 building relationships and delivering value to clients.
Collaborative Culture: A team-oriented environment where advisors are supported, challenged, and celebrated as they grow their careers.

Your Development Path

Formal training and weekly development sessions designed for early-career advisors
One-on-one mentorship from experienced advisors as you build your first client relationships
Sponsored licensing (State Life & Health, FINRA SIE, Series 7, Series 66)
A defined 2-year runway to grow from Junior Financial Advisor into a full Financial Advisor

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 through structured 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 (full sponsorship provided)
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

2-year training stipend + commission
Full licensing & certification sponsorship
Medical, Dental, Vision Insurance
401(k)

Ready to launch your career in financial services? Apply today to start the conversation.

#LI-GHMSFG1

#LI-MM1

#LI-MM2

Quick Apply

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junior financial planner jobs in houston tx

Junior Financial Advisor

Registered Representative - State Farm Agent Team Member

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