Senior Wealth Advisor - Lead Client Relationships

SFMG Wealth Advisors; Plano (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

SFMG Wealth Advisors in Plano, TX is seeking an experienced Wealth Advisor to lead client relationships and deliver comprehensive financial planning and investment guidance from day one.

The role requires 5+ years advising clients, strong analytical skills, and the ability to present concepts to clients and collaborate with attorneys and CPAs. You will own portfolios, coordinate teams, and contribute to firm growth with integrity.

Qualifications

• At least 3 years as lead advisor serving clients.
• Bachelor's degree in a finance-related field.
• Proficient with financial planning software and CRM tools.

Responsibilities

• Serve as lead advisor on client relationships and plan development.
• Explain retirement, tax, estate, and investment topics to clients.
• Build financial plans using planning software and present recommendations.

Skills

Lead advisor experience

Client relationship management

Financial planning

Education

Bachelor's degree inFinance/Accounting/Financial Planning

Tools

Microsoft Office Suite

eMoney

XLR8/Salesforce

Orion

Calendaring software

Job description

SFMG Wealth Advisors in Plano, TX is seeking an experienced Wealth Advisor to lead client relationships and deliver comprehensive financial planning and investment guidance from day one.

The role requires 5+ years advising clients, strong analytical skills, and the ability to present concepts to clients and collaborate with attorneys and CPAs. You will own portfolios, coordinate teams, and contribute to firm growth with integrity.