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How much do forward financial group jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for forward financial group in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What career advancement opportunities are typically available for professionals at Forward Financial Group?

At Forward Financial Group, professionals often have access to a clear path of career progression, starting from entry-level financial representative roles and advancing to senior advisor and management positions. The company emphasizes ongoing training and mentorship, equipping employees with the skills to grow within the organization. High performers may have opportunities to take on leadership responsibilities, such as managing teams or training new hires, and can also pursue specialized certifications to expand their expertise. Advancement is generally merit-based, rewarding those who consistently meet or exceed performance goals.

What is the difference between Forward Financial Group vs Financial Advisor?

AspectForward Financial GroupFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial services firms, offices, client meetingsBank branches, independent practices, corporate settings
Industry UsageFinancial planning, investment managementPersonal financial planning, investment advice

Both roles involve providing financial advice and require similar certifications. Forward Financial Group typically refers to a specific firm or brand, while a Financial Advisor is a broader role across many firms. The main difference lies in the employer and branding, but the core skills and credentials are comparable.

What is Forward Financial Group?

Forward Financial Group is a financial services organization that provides clients with a range of financial planning and insurance products. The company typically offers services such as retirement planning, life insurance, investment strategies, and wealth management. Their advisors work with individuals and businesses to help them achieve their financial goals and secure their financial future. Forward Financial Group is known for its client-focused approach and personalized financial solutions.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Forward Financial Group, and why are they important?

To thrive as a Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant licensing such as FINRA Series 7 and 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is crucial. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly set top advisors apart. These skills are vital for building lasting client relationships, ensuring compliance, and providing sound financial guidance tailored to client goals.
Infographic showing various Forward Financial Group job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 90% Full Time, 6% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Senior Financial Advisor

Senior Financial Advisor

Strategic Financial Group

Houston, TX • Remote

Full-time

Medical, Life, Retirement

Posted 20 days ago

Job description

Since 1903, Strategic Financial Group has been a leading provider of comprehensive wealth management and investment products serving individuals and families. Strategic Financial Group specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through tailored investment advice and guidance.

Our Financial Advisors work closely with clients to help them pursue the life they envision, building personal relationships with advisory teams dedicated to meeting their unique needs. We believe trust is built through transparency, and our trusted advisory teams are equipped with access to comprehensive investment insights and the convenience of banking solutions.

At Strategic Financial Group, we foster an inclusive environment where diversity of thought and experience is valued. Our Financial Advisory team reflects a variety of backgrounds and perspectives, helping to create a culture-driven, resilient, results-focused community that delivers effective solutions for our clients.

Key Responsibilities:

  • Provide comprehensive, goals-based financial planning and wealth strategies to clients, evaluating their needs and customizing solutions.
  • Maintain a deep understanding of the latest financial planning tools, techniques, and strategies to stay ahead of industry trends.
  • Foster and maintain strong relationships with our management team, ensuring compliance with guidelines and addressing any issues that may require supervisory attention.
  • Source new clients through referrals, networking, and proactive outreach.
  • Leverage the full suite of resources available at Strategic Financial Group to provide clients with the best possible financial solutions.
  • Commit to continuous training and professional development to enhance your practice and advance your career as a Financial Advisor.

Required Qualifications:

  • 3 + years of experience in the wealth management industry
  • FINRA Series 7 & 66 (or Series 63 & 65) registrations
  • Life & Health Insurance license (or willing to obtain)
  • Expertise in Finance and Investments
  • Experience in retirement planning strategies
  • Proven experience in managing client portfolios and driving business growth
  • Strong relationship-building and business development skills.

Preferred Qualifications:

  • Bachelor’s degree or higher strongly preferred.
  • Demonstrated ability to collaborate and drive lead generation.
  • Experience balancing investment management, client acquisition, and sales activities.
  • Additional professional certifications such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) are a plus.
  • Exceptional communication skills, both written and verbal.
  • Highly entrepreneurial and self-motivated.

If you're ready to grow with a forward-thinking company, we encourage you to apply today!


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