SENIOR WEALTH ADVISOR

ADP, Inc.; Plano (TX); On-site; USD 120,000 - 230,000; Full time

Job summary

SFMG Wealth Advisors seeks a Senior Wealth Advisor to lead high-net-worth client relationships and delivery of complex financial planning. The role requires deep experience in retirement, tax, estate, insurance, and investment strategies, with strong analytical and communication skills to explain concepts clearly.

You will coordinate across teams, maintain portfolios, and collaborate with attorneys and CPAs to serve clients' needs from day one.

Qualifications

• 10+ years serving as lead advisor for high-net-worth clients.
• Bachelor's degree in Finance or related field.
• Proficient with financial planning software (eMoney), CRM (Salesforce) and portfolio tools.

Responsibilities

• Lead client relationships and communicate complex topics to clients effectively.
• Explain all financial planning topics including retirement, tax, estate, insurance, education, and planning.
• Coordinate and manage projects across Client Service, Financial Planning, and Investment Management teams.
• Establish leadership with clients' attorneys, CPAs, and outside advisors.

Skills

Lead client relationships

Financial planning software

CRM technology

Portfolio management

Education

Bachelor's degree in Finance

Tools

eMoney

Salesforce

Orion

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

SENIOR WEALTH ADVISOR

Full Time Plano, Texas, Plano, TX, US

5 days ago Requisition ID: 1039

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Position Summary

We are seeking a Senior Wealth Advisor to serve as lead advisor within our growing wealth management practice. The ideal candidate will have 10+ years of experience serving as lead advisor for high-net-worth individuals, with a proven track record of owning complex client relationships from planning through implementation. We need someone who can step in and immediately serve clients with minimal onboarding, confidently handling complex conversations around retirement, tax, estate, and investment planning from day one. The position requires strong analytical and communication skills, including the ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments. In addition, the position necessitates tremendous organizational skills, excellent attention to detail, and the ability to perform multiple tasks successfully.

Responsibilities

Client Responsibilities

• Lead client relationships and communicate complex topics to clients in an effective manner.
• Explain to clients all financial planning topics including retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care.
• Coordinate and manage projects and tasks assigned across Client Service, Financial Planning, and Investment Management teams while taking ultimate responsibility for quality control of client deliverables.
• Establish a leadership role with clients' attorneys, CPAs, and outside advisors to coordinate client needs.
• Expertise in portfolio construction utilizing firm investment models and sleeves.
• Monitor financial markets, client investments, and continually stay abreast of changes to SFMG model portfolios.
• Present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments.
• Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash.
• Strong understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity.
• Mastery of SFMG's service and compliance process.

Team Responsibilities

• Be involved and engaged as a passionate team member.
• Actively contribute to team goals and success.
• Provide consistent and constructive feedback to other professionals through thoughtful mentorship.

Firm Responsibilities

• Personal alignment with SFMG's Core Values.
• Understand and support SFMG's vision, mission, and strategy.
• Adhere to SFMG's investment approach.
• Actively involved in firm committees (investment, wealth management, business development, marketing, etc.).
• Participate in firm task forces as needed.

Growth Responsibilities

• Maintain a thorough understanding of financial planning, client management, and planning strategies.
• Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships.
• Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics.
• Maintain key relationships with industry centers of influence and key partners.

Core Qualities & Values

Service, Integrity, and Ethics

• Firm commitment to passionately protecting the clients' best interest.
• Provide exceptional client service by anticipating needs, exceeding expectations, being detail oriented, and committing to continuous improvement and excellence.
• Maintain objectivity and transparency in all client interactions.
• Uphold unquestionable ethical standards and integrity.

Leadership Skills

• Proven leadership capabilities within the firm or in previous roles.
• Ability to inspire, motivate, provide feedback to, and guide others effectively.
• Capable of effectively receiving and implementing feedback.
• Demonstrated discipline and accountability to drive tasks and initiatives forward.

Cultural Fit

• Alignment with the firm's values, mission, and culture.
• Foster a culture of collaboration, diversity, and opportunity.
• Team-first mentality - put the team and firm's priorities above one's own.
• Ability to disagree constructively.

Intellectual Curiosity and Continuous Learning

• Demonstrated commitment to professional development, innovation, and ongoing improvement.

Community Involvement

• Active involvement in community and philanthropic activities.

Required Skills and Abilities

• Minimum 10 years serving clients as the lead advisor.
• Bachelor's degree in a relevant finance-related field such as Financial Planning, Accounting, or Finance.
• Extensive background using financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), or other related software packages.

Who We Are

Founded in 2002, SFMG Wealth Advisors is a leading Registered Investment Advisory firm in the Southwest, helping to provide Confidence for Life™ to our clients through investment management, financial planning, and personal service. We are a growing independent, fee-only RIA specializing in the needs of high-net-worth and ultra-high-net-worth clients. We believe in the quality of our culture and people, and their commitment to making client lives better. Our team includes over 40 professionals, including 11 advisors. Our typical client net worth ranges between $3-$30 million, and we currently steward assets of over $3 billion for the families we serve.