Financial Professional Strategic Financial Group - 4.3 Houston, TX Job Details Full-time 18 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Vision insurance Qualifications Finance advising Customer relationship building Mid-level Client relationship development Bachelor's degree Sales pipeline management Communication skills Full Job Description
ABOUT THE ROLE
Strategic Financial Group (SFG) is hiring a Financial Professional to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for someone who is new to the industry or just graduated college. If you are someone who is motivated, relationship-driven and looking for a career that gives you autonomy, uncapped earning potential, and the ability to build a book of business over time, this is the perfect role for you. If you're looking for a career where your income reflects the effort you put in — and where the work actually matters — this is it.
KEY RESPONSIBILITIES
Build and manage a pipeline through networking, referrals, and proactive outreach Conduct discovery meetings to understand client goals and priorities Educate clients on financial strategies and solutions aligned to their needs Develop long-term relationships through ongoing service, reviews, and follow-up Leverage SFG's mentorship, training, and internal resources to grow your practice Maintain compliance standards and complete required licensing
QUALIFICATIONS
Strong communication skills and a relationship-first approach Self-motivated, accountable, and comfortable in a performance-based environment Demonstrated ability to set goals and execute consistently Willingness to obtain Life & Health License, SIE, and Series 7 & 65 (if not already licensed) Bachelor's degree preferred
WHAT WE OFFER
Base Salary + uncapped commission structure with performance-based growth Non-captive model with flexibility and autonomy Training, coaching, and mentorship from experienced advisors A collaborative advisor community and proven infrastructure