Senior Financial Advisor

Strategic Financial Group; Houston (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Strategic Financial Group is seeking an experienced Senior Financial Advisor in Houston to lead client relationships, design holistic financial plans, and grow an existing book of business. This role emphasizes autonomy, leadership, and long-term client partnerships within an established firm.

You will mentor junior advisors, drive business development, and stay abreast of market trends and regulatory changes to deliver fiduciary guidance aligned with clients’ goals and values.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Active State Life & Health license and FINRA SIE, Series 7 & 66 (or equivalent) required.
• CFP®, CFA, CIMA, or other advanced designation preferred.

Responsibilities

• Lead client relationships with comprehensive financial planning and investment guidance tailored to goals and values.
• Drive organic growth through client referrals, community engagement, and strategic prospecting efforts.
• Manage and grow an existing book of business while developing long-term client retention strategies.
• Design and implement holistic financial strategies across wealth management, retirement, estate, risk management, and business planning.
• Mentor junior advisors and contribute to a collaborative, high-performing team culture.
• Represent SFG in the Houston community through networking, events, and professional involvement.
• Stay current on economic trends, financial markets, regulatory updates, and planning strategies to provide fiduciary-driven advice.

Skills

Client leadership

Business development

Practice management

Strategic planning

Mentorship

Community engagement

Market insight

Communication

Entrepreneurial mindset

Tech proficiency

Education

Bachelor's degree (Finance/Economics/Business)

Tools

CRM systems

Financial planning software

Microsoft Office

Job description

Strategic Financial Group (SFG) is expanding our team and seeking an experienced, relationship-driven professional to join us as a Senior Financial Advisor.

The Opportunity

As a Senior Financial Advisor, you will serve as a trusted partner to clients while contributing to the strategic growth of the firm. This role is designed for a seasoned advisor who values autonomy, leadership, and long-term relationship building.

You will manage and expand a book of business, provide comprehensive financial guidance, mentor junior advisors, and play a meaningful role in shaping the continued success of SFG. This is an opportunity to build within an established firm that values entrepreneurial spirit, collaboration, and legacy.

Key Responsibilities

• Client Relationship Leadership: Serve as the primary advisor for clients, delivering comprehensive financial planning and investment guidance tailored to their goals and values.
• Business Development: Drive organic growth through client referrals, community engagement, and strategic prospecting efforts.
• Practice Management: Manage and grow an existing book of business while developing long-term client retention strategies.
• Strategic Financial Planning: Design and implement holistic financial strategies across wealth management, retirement, estate considerations, risk management, and business planning.
• Mentorship & Team Leadership: Support and mentor junior advisors, contributing to a collaborative and high-performing team culture.
• Community Engagement: Represent SFG in the Houston community through networking, events, and professional involvement.
• Market & Trend Insight: Stay current on economic trends, financial markets, regulatory updates, and planning strategies to provide informed, fiduciary-driven advice.

Skills & Experience

• Education: Bachelor’s degree in Finance, Economics, Business, or related field
• Experience: 5+ years of experience in financial advising, wealth management, or related field
• Licensing: Active State Life & Health license and FINRA SIE, Series 7 & 66 (or equivalent) required
• Certifications: CFP®, CFA, CIMA, or other advanced designation preferred
• Book of Business: Demonstrated experience managing and growing client relationships (portable book a plus)
• Leadership: Experience or interest in mentoring junior professionals or contributing to team development
• Business Acumen: Strong understanding of asset allocation, portfolio construction, risk management, and financial planning principles
• Communication Skills: Excellent interpersonal and presentation skills with the ability to simplify complex financial concepts
• Mindset: Entrepreneurial, strategic, and relationship-oriented with a long-term vision for growth
• Technological Skills: Proficient in CRM systems, financial planning software, and Microsoft Office
• Work Authorization: Must be legally authorized to work in the United States

Compensation & Benefits

• Commission-based with transition support
• Opportunity for long-term leadership and growth within the firm
• Health, dental, & vision insurance
• 401(k) with firm contribution
• Professional development & advanced certification support
• Opportunities to lead and mentor junior advisors & grow a team
• A collaborative, growth-minded culture rooted in integrity and community

About Strategic Financial Group

SFG is a full-service financial planning firm that has helped individuals, families, and businesses build and protect their financial futures in the Houston community since 1903. We simplify complex financial decisions through personalized strategies that align with each client’s goals and values.

Our advisors specialize in holistic financial planning – including wealth management, retirement planning, risk management, business planning, and special needs planning – always with a people-first approach.

At SFG, collaboration, integrity, and community are at the core of who we are. We offer the care and flexibility of a boutique firm while remaining deeply committed to professional development, mentorship, and long-term growth for both our clients and our advisors.