Senior Financial Advisor

Key Responsibilities

• Deliver comprehensive, goals-based financial planning and wealth strategies, evaluating client needs and customizing solutions
• Build and grow a client base through referrals, networking, and proactive outreach — with support transitioning or growing an existing book
• Stay current on financial planning tools, strategies, and industry trends
• Leverage SFG's full suite of resources — planning, product, marketing, and compliance support — to deliver the best possible outcomes for clients
• Commit to continuous professional development to advance your practice and your career

Required Qualifications

• 3+ years of experience in wealth management, with a track record of managing client portfolios and driving business growth
• FINRA Series 7 & 66 (or Series 63 & 65) registrations
• Life & Health Insurance license (or willing to obtain)
• Strong expertise in finance, investments, and retirement planning strategies
• Strong relationship-building and business development skills

Preferred Qualifications

• Bachelor's degree or higher
• Additional certifications such as CFP or CRPC
• Demonstrated ability to drive lead generation and balance investment management, client acquisition, and sales activity
• Exceptional written and verbal communication skills
• Highly entrepreneurial and self-motivated

Featured Benefits

• Competitive payout structure with support for advisors transitioning an existing book
• Access to in-house planning, product, marketing, and compliance resources
• Licensing & Certification Support
• Medical, Dental, Vision Insurance
• 401(k)