Join Our Team – Build a Career with Purpose at Strategic Income Group

At Strategic Income Group (SIG), we believe that work is more than just a job—it’s a calling. We exist to serve our clients with integrity, wisdom, and excellence, helping them become better stewards of their financial resources. Our team is made up of high-quality, high-character professionals who are passionate about making a difference in people’s lives while upholding our mission, vision, and core values.

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Why Work at SIG?

  • We believe in helping clients honor God with their finances, ensuring they make wise decisions for their families and future generations.

  • We don’t just talk about integrity, stewardship, and excellence—we live it every day.

  • Whether you’re an experienced professional or just starting your career, we provide mentorship, training, and a clear path for advancement.

  • We believe in working hard, supporting each other, and celebrating wins together.

  • We set the bar high and work with driven, talented, and ethical individuals who want to make an impact.

STRATEGIZE INVEST GIVE

The Roles We Offer

We are always seeking top-tier professionals in roles such as:

Financial & Investment Professionals

  • Provide comprehensive financial planning and investment advice with wisdom and integrity.

  • Support the management of private investment funds and alternative assets.

  • Lead the oversight and execution of private fund investment strategies.

  • Oversee and manage investment strategies, portfolio construction, and market research and communicate firm views with staff and clients.

  • Assist Financial Planners in research, planning, and keeping clients on track with their financial plans.

  • Execute trades, firm wide rebalances, and ensure compliance with investment strategies.

Client Services & Operations

  • Deliver outstanding service and support to ensure a seamless client experience.

  • Maintain regulatory compliance and ethical business practices.

  • Oversee and optimize the day-to-day functions of our growing firm.

  • Assist new clients with the transition into SIG, ensuring an excellent first experience.

  • Assist in implementing and monitoring compliance programs and industry regulations.

  • Manage invoicing, billing reconciliation, and client account transactions.

Administrative & Technology

  • Provide high-level administrative support to CEO.

  • Assist with office management, scheduling, and operational support.

  • Manage technology systems, cybersecurity, and IT support for the firm.

If you feel you would be an incredible addition to our team, we encourage you to start the process today. We actively build a waitlist of qualified candidates for immediate and future opportunities.

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More Than Just a Paycheck

If you’re looking for more than just a paycheck—if you want to be part of a team that is committed to serving others, growing together, and striving for excellence—then we want to hear from you. Whether we are currently hiring for your ideal role or not, we are always looking to connect with top-tier talent who align with our culture.

How to Join SIG (or Our Talent Waitlist)

We have designed a multi-step process that allows us to get to know you while giving you an opportunity to understand our culture, expectations, and career paths.
Start Your Application Here

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  • Daily Inspiration 4/17/2024

    I will help save and make my clients money today than they had yesterday.

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    Keri Alcos, CWS ®

    Associate Financial Planner| Licensed Medicare Specialist
    (480) 999-9906
    Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.

    As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).

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