Junior Financial Advisor
Strategic Financial Group, Houston, TX, United States
Junior Financial Advisor
Strategic Financial Group (SFG) is expanding our team and seeking an 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 go.
The Opportunity If you’re graduating in Spring 2026 and interested in building a relationship‑driven career in financial services, this role offers a strong place to start.
As a Junior Financial Advisor, you’ll work closely with experienced advisors, clients, and leadership while developing the skills needed to grow into a trusted financial advisor. You’ll gain early client exposure, structured training, and a clear path toward building your own practice over time.
Key Responsibilities
Client Relationship Development:
build and maintain meaningful client relationships based on trust and personalized guidance.
Financial Guidance & Strategy:
partner with clients to create strategies that align with their goals and values.
Entrepreneurship:
grow your own practice with mentorship, training, and entrepreneurial support.
Team‑based Approach:
Collaborate with advisors and teammates to deliver exceptional client experiences.
Trend Research:
stay current on financial trends and strategies to provide informed advice.
Skills & Experience
Education:
Bachelor’s degree in Finance, Economics, or a related field.
Licensing:
willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 (sponsorship provided).
Personal Attributes:
motivated, values‑driven, curious, and coachable.
Communication Skills:
comfortable connecting with clients and teammates, building relationships, and expressing ideas clearly.
Mindset:
entrepreneurial, proactive, and excited about helping others achieve their goals.
Team & Collaboration:
enjoys learning from others, working with experienced advisors, and contributing to supportive team culture.
Technological Skills:
comfortable with Microsoft Office and willing to learn financial software.
Work Authorization:
must be legally authorized to work in the United States.
Compensation & Benefits
Salary + Commission.
Mentorship, training programs, and a clear path for career success.
Health, dental, & vision insurance.
Licensing & certification support.
Professional development resources.
A growth‑minded culture.
About Strategic Financial Group SFG is a full‑service financial planning firm that has helped individuals, families, and businesses build and protect their financial futures in the Houston community since 1903. We simplify complex financial decisions through personalized strategies that align with each client’s goals and values.
Our advisors specialize in holistic financial planning – including wealth management, retirement planning, risk management, business planning, and special needs planning – always with a people‑first approach.
At SFG, collaboration, integrity, and community are at the core of who we are. We offer the care and flexibility of a boutique firm while remaining deeply committed to professional development, mentorship, and giving back to the community we serve.
In that same spirit, SFG supports motivated individuals who want to help clients achieve their financial goals by offering a defined career track with licensing support and training to become a Financial Advisor.
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Strategic Financial Group (SFG) is expanding our team and seeking an 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 go.
The Opportunity If you’re graduating in Spring 2026 and interested in building a relationship‑driven career in financial services, this role offers a strong place to start.
As a Junior Financial Advisor, you’ll work closely with experienced advisors, clients, and leadership while developing the skills needed to grow into a trusted financial advisor. You’ll gain early client exposure, structured training, and a clear path toward building your own practice over time.
Key Responsibilities
Client Relationship Development:
build and maintain meaningful client relationships based on trust and personalized guidance.
Financial Guidance & Strategy:
partner with clients to create strategies that align with their goals and values.
Entrepreneurship:
grow your own practice with mentorship, training, and entrepreneurial support.
Team‑based Approach:
Collaborate with advisors and teammates to deliver exceptional client experiences.
Trend Research:
stay current on financial trends and strategies to provide informed advice.
Skills & Experience
Education:
Bachelor’s degree in Finance, Economics, or a related field.
Licensing:
willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 (sponsorship provided).
Personal Attributes:
motivated, values‑driven, curious, and coachable.
Communication Skills:
comfortable connecting with clients and teammates, building relationships, and expressing ideas clearly.
Mindset:
entrepreneurial, proactive, and excited about helping others achieve their goals.
Team & Collaboration:
enjoys learning from others, working with experienced advisors, and contributing to supportive team culture.
Technological Skills:
comfortable with Microsoft Office and willing to learn financial software.
Work Authorization:
must be legally authorized to work in the United States.
Compensation & Benefits
Salary + Commission.
Mentorship, training programs, and a clear path for career success.
Health, dental, & vision insurance.
Licensing & certification support.
Professional development resources.
A growth‑minded culture.
About Strategic Financial Group SFG is a full‑service financial planning firm that has helped individuals, families, and businesses build and protect their financial futures in the Houston community since 1903. We simplify complex financial decisions through personalized strategies that align with each client’s goals and values.
Our advisors specialize in holistic financial planning – including wealth management, retirement planning, risk management, business planning, and special needs planning – always with a people‑first approach.
At SFG, collaboration, integrity, and community are at the core of who we are. We offer the care and flexibility of a boutique firm while remaining deeply committed to professional development, mentorship, and giving back to the community we serve.
In that same spirit, SFG supports motivated individuals who want to help clients achieve their financial goals by offering a defined career track with licensing support and training to become a Financial Advisor.
#J-18808-Ljbffr