Junior Financial Advisor

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)