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 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.
Skills Required
- Bachelor's degree in Finance, Economics, Business, or a related field
- 5+ years of experience in financial advising, wealth management, or a related field
- Active State Life & Health license
- FINRA SIE, Series 7, and Series 66 licenses, or equivalent
- Experience managing and growing client relationships or a book of business
- Understanding of asset allocation, portfolio construction, risk management, and financial planning principles
- Excellent interpersonal and presentation skills
- Proficiency in CRM systems, financial planning software, and Microsoft Office
- Legally authorized to work in the United States
- CFP, CFA, CIMA, or another advanced designation
- Portable book of business
- Experience or interest in mentoring junior professionals or contributing to team development
What We Do
Strategic Financial Group (SFG), a MassMutual firm, is a Houston-based full-service financial planning practice serving individuals, families, and businesses. Since 1903, it has helped clients make informed, goal-oriented decisions through wealth management, retirement planning, investment guidance, risk management, business planning, estate and special-needs planning. Its financial professionals provide tailored strategies and relationship-based support designed to help clients pursue financial security and long-term goals.
