Senior Wealth Advisor & Client Experience Lead

Focus Financial Partners; Dallas (TX); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Annual cash bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

SCS in Dallas, TX seeks a Client Advisor to join the wealth management team. You will manage client investment plans, prepare meetings, and translate complex topics into clear guidance for clients.

Excellent communication, organization, and detail orientation are essential as you support growth and client service excellence. The role requires 5+ years in relevant fields, a Bachelor's degree, and CFP/CFA designations are preferred.

Qualifications

• Bachelor's degree required; CFP/CFA designation highly preferred.
• 5+ years in investment/wealth management, estate planning, or tax/accounting.
• Fluency in planning or investment topics.
• Proficient in Word, Excel, PowerPoint and Outlook.
• Strong organizational, prioritization, and time management skills.
• Analytical with attention to detail; strong problem solving.
• High energy, self-motivated in an entrepreneurial environment.
• Strong written and oral communication; travel for client meetings.

Responsibilities

• Actively manage and oversee clients' investment and financial plans.
• Prepare client meeting presentations and coordinate reporting.
• Analyze and communicate wealth management topics clearly.
• Participate in client meetings and respond to inquiries promptly.
• Serve as first point of contact for select clients.
• Think strategically to meet client needs.
• Drive process and efficiency improvements.
• Support new business development activities.

Skills

Investment experience

Wealth management

Communication skills

Attention to detail

Time management

Willingness to travel

Education

Bachelor's degree

CFP designation

CFA designation

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

SCS in Dallas, TX seeks a Client Advisor to join the wealth management team. You will manage client investment plans, prepare meetings, and translate complex topics into clear guidance for clients.

Excellent communication, organization, and detail orientation are essential as you support growth and client service excellence. The role requires 5+ years in relevant fields, a Bachelor's degree, and CFP/CFA designations are preferred.