Senior Financial Advisor
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. 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.
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