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Strategic Financial Group Jobs (NOW HIRING)

C&A Financial Group

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Strategic Financial Advisor

Wall, NJ · On-site

$50K - $250K/yr

At C&A Financial Group, our advisors are known as Cash Flow Strategists --trusted partners who help ... Apply cash flow analysis and strategies to help clients achieve financial confidence * Work ...

Training provided

C&A Financial Group

Be Seen First

Strategic Financial Advisor

Wall, NJ · On-site

$50K - $250K/yr

At C&A Financial Group, our advisors are known as Cash Flow Strategists --trusted partners who help ... Apply cash flow analysis and strategies to help clients achieve financial confidence * Work ...

Training provided

ProducifyX

Striano Financial Group

Boca Raton, FL

Striano Financial Group of Northwestern Mutual is proud to be recognized for both professional ... Recommend and implement insurance strategies to protect clients' assets and income. * Ongoing ...

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How much do strategic financial group jobs pay per year?

As of May 29, 2026, the average yearly pay for strategic financial group in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

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

AspectStrategic Financial GroupFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications common
Work EnvironmentFinancial firms, consulting firms, or independent practiceBanking institutions, independent firms, or insurance companies
Industry UsageUsed by firms offering comprehensive financial planning and investment servicesUsed by professionals providing personalized financial advice to clients

Strategic Financial Group typically refers to a firm or team providing broad financial planning and investment strategies, often requiring advanced certifications. A Financial Advisor is a professional offering personalized financial advice, often working within banks or independent firms. While both roles focus on financial planning, Strategic Financial Group emphasizes a team or firm-based approach, whereas Financial Advisor refers to individual practitioners.

What cities are hiring for Strategic Financial Group jobs? Cities with the most Strategic Financial Group job openings:
What states have the most Strategic Financial Group jobs? States with the most job openings for Strategic Financial Group jobs include:
Strategic Financial Group jobs near you
Senior Financial Advisor

Senior Financial Advisor

Strategic Financial Group

Houston, TX • On-site

Full-time

Medical, Life, Retirement

Posted 13 days ago

Job description

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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