Senior Wealth Advisor - Lead Client Relationships

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

Job summary

SFMG in Plano, TX seeks an experienced Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will work independently, discuss retirement, tax, estate, and investment topics, and present recommendations to clients using our planning tools.

The position requires 5+ years of advisory experience, a finance degree, and strong analytical and communication skills to manage client portfolios with precision from day one.

Qualifications

• Lead advisor with 3+ years serving clients.
• Bachelor's degree in finance-related field such as Financial Planning, Accounting, or Finance.
• Extensive experience with MS Office, eMoney, Salesforce/XLR8, Orion, and calendar software.

Responsibilities

• Serve as lead advisor on client relationships.
• Explain to clients all financial planning topics including retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care.
• Build comprehensive financial plans using the firm's financial planning software, analyze client financial documents, and present recommendations directly to clients.
• Coordinate and manage projects and tasks assigned across Client Service and Investment Management teams while taking ultimate responsibility for quality control of client deliverables.
• Prepare meeting recaps, take ownership of follow-up items, and proactively schedule client meetings.

Skills

Lead advisor

Client service

Financial planning

Education

Bachelor's degree in finance-related field

Tools

Microsoft Office Suite

eMoney

Salesforce

Orion

Job description

SFMG in Plano, TX seeks an experienced Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will work independently, discuss retirement, tax, estate, and investment topics, and present recommendations to clients using our planning tools.

The position requires 5+ years of advisory experience, a finance degree, and strong analytical and communication skills to manage client portfolios with precision from day one.