Senior Wealth Advisor & Client CFO (CFP/CPA/CFA/JD)

S Piper Staffing LLC; Florida; On-site; USD 75,000 - 120,000; Full time

Job summary

S Piper Staffing LLC seeks a Financial Advisor (CFP, CPA, CFA, or JD) to join our Dallas or Houston wealth management team. You will lead engagements, develop comprehensive wealth plans, and work with tax, estate, and investment specialists to deliver client-focused solutions.

The role requires 4+ years in wealth management, a Bachelor's degree, and active credentials. You will mentor staff, manage multiple client relationships, and operate on-site in Texas.

Qualifications

• Bachelor's degree is required.
• Must currently hold CFP, CPA, CFA, or JD.
• 4+ years of experience in wealth management and financial planning.
• Experience with high net-worth clients exceeding $3M preferred.
• Strong proficiency with MS Office (Excel/PowerPoint).
• Excellent communication and interpersonal skills.

Responsibilities

• Work directly with high net-worth clients as primary contact.
• Develop and present comprehensive financial plans and investment strategies.
• Analyze portfolios and recommend strategic adjustments.
• Prepare deliverables like cash flow analysis and asset allocation.
• Lead client meetings and manage follow-up execution.
• Oversee portfolio rebalancing and trading activity.
• Collaborate with tax, estate, and investment planning specialists.
• Mentor junior team members and contribute to team development.

Skills

Microsoft Office Suite

Wealth management

Financial planning

Client relationship management

Education

Bachelor's Degree

Tools

CRM systems

Job description

S Piper Staffing LLC seeks a Financial Advisor (CFP, CPA, CFA, or JD) to join our Dallas or Houston wealth management team. You will lead engagements, develop comprehensive wealth plans, and work with tax, estate, and investment specialists to deliver client-focused solutions.

The role requires 4+ years in wealth management, a Bachelor's degree, and active credentials. You will mentor staff, manage multiple client relationships, and operate on-site in Texas.