Senior Financial Advisor

Strategic Financial Group

  • Houston, TX
  • Permanent
  • Full-time
  • 11 days ago
Since 1903, Strategic Financial Group has been a leading provider of comprehensive wealth management and investment products serving individuals and families. Strategic Financial Group specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through tailored investment advice and guidance.Our Financial Advisors work closely with clients to help them pursue the life they envision, building personal relationships with advisory teams dedicated to meeting their unique needs. We believe trust is built through transparency, and our trusted advisory teams are equipped with access to comprehensive investment insights and the convenience of banking solutions.At Strategic Financial Group, we foster an inclusive environment where diversity of thought and experience is valued. Our Financial Advisory team reflects a variety of backgrounds and perspectives, helping to create a culture-driven, resilient, results-focused community that delivers effective solutions for our clients.Key Responsibilities:
  • Provide comprehensive, goals-based financial planning and wealth strategies to clients, evaluating their needs and customizing solutions.
  • Maintain a deep understanding of the latest financial planning tools, techniques, and strategies to stay ahead of industry trends.
  • Foster and maintain strong relationships with our management team, ensuring compliance with guidelines and addressing any issues that may require supervisory attention.
  • Source new clients through referrals, networking, and proactive outreach.
  • Leverage the full suite of resources available at Strategic Financial Group to provide clients with the best possible financial solutions.
  • Commit to continuous training and professional development to enhance your practice and advance your career as a Financial Advisor.
Required Qualifications:
  • 3 + years of experience in the wealth management industry
  • FINRA Series 7 & 66 (or Series 63 & 65) registrations
  • Life & Health Insurance license (or willing to obtain)
  • Expertise in Finance and Investments
  • Experience in retirement planning strategies
  • Proven experience in managing client portfolios and driving business growth
  • Strong relationship-building and business development skills.
Preferred Qualifications:
  • Bachelor’s degree or higher strongly preferred.
  • Demonstrated ability to collaborate and drive lead generation.
  • Experience balancing investment management, client acquisition, and sales activities.
  • Additional professional certifications such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) are a plus.
  • Exceptional communication skills, both written and verbal.
  • Highly entrepreneurial and self-motivated.
If you're ready to grow with a forward-thinking company, we encourage you to apply today!#LI-GHMSFG1

Strategic Financial Group