About this role
Senior Financial Advisor at Strategic Financial Group. Location: Houston, Texas, United States. Role: provide planning, source clients, maintain relationships Requirements: 3+ years wealth management experience; FINRA 7 & 66 (or 63 & 65); Life/Health insurance license (or willing to obtain); finance/investments expertise; retirement planning; client portfolio management and business development. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 66, finra series 63, finra series 65, life insurance Commitment: Full Time Workplace: Hybrid Languages: English