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.
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Skills Required
- A strong personal or professional network (sales, real estate, healthcare, education, military experience)
- Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (sponsorship for licensing provided)
- Strong communicator comfortable building relationships and clearly expressing ideas to 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 related field
- Must be legally authorized to work in the United States
What We Do
Strategic Financial Group (SFG), a MassMutual firm, is a Houston-based full-service financial planning practice serving individuals, families, and businesses. Since 1903, it has helped clients make informed, goal-oriented decisions through wealth management, retirement planning, investment guidance, risk management, business planning, estate and special-needs planning. Its financial professionals provide tailored strategies and relationship-based support designed to help clients pursue financial security and long-term goals.
