Wealth Management Advisor
Strategic Financial Group LLC
Wealth Management Advisor 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, which means you keep your independence while gaining access to world-class resources. The Opportunity A Structured Path into Advising: We provide a structured onboarding experience, mentorship, and training to help you successfully transition into financial services. 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. Leverage Your Network: Build a business rooted in relationships you’ve already developed, helping people you know make informed financial decisions. 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 Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (sponsorship provided) Bachelor’s degree in Finance, Economics, or a related Field preferred Strong communicator, comfortable building relationships and clearly expressing ideas with clients and team members Strong personal or professional network 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 Uncapped commission structure Licensing & Certification Support Medical, Dental, Vision Insurance 401(k) #J-18808-Ljbffr
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...SuggestedWork at officeFlexible hours
$148.79k - $230.21k
...update your information by visiting and logging into the careers section of the system.Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments...SuggestedFull timeFlexible hours- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as...Suggested
- ...they've built and help them grow long-term wealth, using relationships you've already... ...Culture: A team-oriented environment where advisors are supported, challenged, and... ...provide holistic guidance across wealth management, retirement, risk management, business planning...Suggested
$100k - $225k
...) S+H Search is partnering with a fast‑growing, independent wealth management firm backed by seasoned leadership and a strong fiduciary philosophy... ...and Dallas , creating multiple opportunities for Wealth Advisors at varying levels of seniority. This role is ideal for...SuggestedFull timeFlexible hours$147k - $241.5k
...general liability and pollution related matters.Responsibilities include delivering superior business results through effective team management and the resolution of all claims activities. This position works within broad authority limits on assignments requiring a high...Full timeWork experience placementWork at officeLocal area$104.8k - $192.3k
...background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption,... ...our clients' needs. If you aspire to be part of a community of advisors making a significant impact on prominent businesses, this role...Summer holidayWork at officeFlexible hours$104.8k - $192.3k
...background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption,... ...our clients' needs. If you aspire to be part of a community of advisors making a significant impact on prominent businesses, this role...Summer holidayWork at officeFlexible hours$152.3k
...deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures—and business purpose. We work in a uniquely collaborative...Work at officeLocal area- Job DescriptionLife Insurance managers are focused on developing new capabilities for our life and annuity industry and bringing those to our clients through delivery. This requires delivery leadership coupled with expertise in life and annuity business processes, operating...Full timeLive inWork at officeLocal area
$99k - $266k
...responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your... ...client relationships- Acting as a tax technical business advisor- Specializing in international insurance tax- Implementing technology...Full timeH1b- ...diversity of ideas, experiences and backgrounds.You are a confident Manager who spots and stays ahead of the SAP platform , industry and... ...with clients or within AccentureBecome a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current...Full timeWork experience placementLive inWork at officeLocal area
- ..., TXDescriptionTarantino Properties is looking to add an Asset Manager to join our growing company in Houston, Texas.Tarantino Properties... ...our team. Tarantino is committed to each team member's health, wealth, and overall well-being. We deeply value the contributions of...Work at officeFlexible hours
- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and development... ...we will improve the way the world works and lives. As a Manager in the Asset Management practice, you will be responsible for:•...Full timeFor contractorsLive inWork at officeLocal area
$100k - $125k
...your relevant experience to a new industry, join our team as we help shape a brighter way forward. Summary/Objective:The Senior Asset Manager - Special Assets must demonstrate attention to detail, organization, analytical orientation, risk mitigation, and possess the...Full timeLocal areaNight shift- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and... ...the way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting project...Full timeFor contractorsLive inWork at officeLocal area
$101.38k - $168.96k
...we can solve the world’s most complex challenges and deliver more impact together.Role description:We are seeking a Senior Asset Management Consultant to join our Resilience Water Team and work on a variety of engagements with our Asset Management practice in the West...Full timePart time- ...in continuous operation since 1889. The Private Wealth Director leads and cultivates client relationships... ...segments. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping clients navigate complex financial needs...Temporary workWork at officeFlexible hours
- ...Hybrid Wholesalers to join their Private Wealth team. These roles partner with an... ...Wholesaler (Regional Leader) to deepen advisor relationships, promote investment solutions... ...knowledge, sales support, and relationship management within the territory Collaborate with the...Work at office
$96k - $129k
...Mass Tort and Complex Casualty - Complex Director At AIG, we are reimagining the way we help customers to manage risk. Join us as a Mass Tort and Complex Casualty - Complex Director to play your part in that transformation. You’ll work with some of the best claims...Work at officeFlexible hours$120k - $150k
...The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role includes overseeing the preparation and implementation of client financial plans and investment strategies independently, or often with the support of a Financial Planning...$120k - $150k
...based on your skills and experience — talk with your recruiter to learn more. Base pay range $120,000.00/yr - $150,000.00/yr Claims Manager – Energy Liability – Global P&C Insurance Carrier Locations: Houston, Dallas, New York, Philadelphia, Boston, Scottsdale, Los...Full timeRemote work- ...: We are Advisory. Our vision is to become the world’s leading advisors in harnessing technology and innovation as a force to reinvent... ...implementing technology architectures that drive business value, manage complexity, and accelerate harmonization of the IT estate. We...Full timeLive inWork at officeLocal area
$125k - $255k
...DescriptionThe Managing Director, Captive Insurance Banking, is part of the Global Specialty Products team. This role focuses on business development and client relationship management in the captive insurance space. The Director will pursue new client relationships,...Full timeWork at officeRemote workWork from homeFlexible hours- ...Job Title: Insurance Manager Contract Type: Permanent Time Type: Full time Job Description The Insurance Manager – Americas oversees Gunvor’s insurance strategy across the Americas, with a primary focus on U.S. energy and property exposures, ensuring the company’s assets...Permanent employmentFull timeContract workLocal area
- ...Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.ResponsibilitiesAs an Property Manager at Hines, you play a key role in facilitating the smooth day-to-day operations of the property, while providing the highest quality...Work experience placementWork at officeLocal area
- About this role:Wells Fargo is seeking an Senior Fiduciary Specialty Asset Manager (Energy) within Banking, Lending & Trust, part of Wealth & Investment Management (WIM) Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com). This role supports the...Full timeWork experience placementWork at officeFree visa
$97.85k - $227.24k
...in our culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities:Provide excellent client service to multi-state companies with property...Local area$141.9k - $284.9k
...nowhere like RSM.Responsibilities: RSM is rapidly expanding its National Property Tax Practice and looking for a growth-oriented Senior Manager - Property Tax. You’ll collaborate with team members within a dynamic culture to deliver exceptional client and talent experiences....Full timeWork experience placementInternshipLocal area- ...estate firm dedicated to serving investors, partners and clients through expertise in investment, development, brokerage and property management. Our experience spans diverse property types, including logistics, multifamily, retail, mixed-use, healthcare, office, data...Full timeContract workWork at officeRemote workShift work
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