Careers

Strategy Financial Group is more than just a financial planning firm – we are a vibrant, close-knit family dedicated to helping our clients thrive in retirement. Putting client needs first is deeply rooted in our culture and at the core of everything we do. At Strategy Financial Group, our associates cherish the experience of seeing their efforts directly impact the lives of our clients.

Our values are embedded in all we do, from hiring and culture to our client services.

• We have a growth mindset.
• We do the right thing.
• We have a commitment to excellence.
• We put people first.
• We are a family.

• We are large enough (and growing) to offer growth opportunities to our associates
• Our leadership is nimble and takes our associates’ feedback to better how we serve our clients
• Excellent benefits including (Medical, Dental, Vision, Life, Disability).
• Matched 401(k) because we want our associates to build wealth towards retirement just like our clients
• Half day Fridays all year round

• Wealth Advisory
• Client Services
• Marketing
• Administration