Senior Financial Advisor: Lead Growth & Mentorship

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 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.