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David Careers

Senior Financial Advisor

Posted today

strategic financial groupHouston (TX)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Strategic Financial Group (SFG) is expanding our team and seeking an experienced, relationship-driven professional to join us as a Senior Financial Advisor. This role offers the opportunity to step into a leadership capacity within a collaborative, growth-minded firm while continuing to build and deepen meaningful client relationships.
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 GroupSFG 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.

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