Senior Wealth Advisor & Lead Client Strategist

SFMG; Plano (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

SFMG Wealth Advisors in Plano, TX seeks a Senior Wealth Advisor to lead client relationships for high-net-worth individuals. You will manage planning from retirement and tax to estate and investment strategies, requiring day-one readiness and strong analytical skills.

The role demands exceptional communication, organizational prowess, and the ability to coordinate with attorneys, CPAs, and outside advisors while upholding SFMG’s standards and investment approach.

Qualifications

• 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.

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 across Client Service, Financial Planning, and Investment Management teams while ensuring 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 stay updated on SFMG model portfolios.
• Present economic concepts and address questions about portfolios and investments.
• Manage rebalancing, tax loss harvesting, and other trades to optimize cash positions.
• Demonstrate knowledge of Private Credit, Private Real Estate, and Private Equity.
• Master SFMG's service and compliance processes.

Skills

Lead advisor

Financial planning

CRM software

Portfolio management

Education

Bachelor's degree in finance-related field

Tools

eMoney

XLR8/Salesforce

Orion

Job description

SFMG Wealth Advisors in Plano, TX seeks a Senior Wealth Advisor to lead client relationships for high-net-worth individuals. You will manage planning from retirement and tax to estate and investment strategies, requiring day-one readiness and strong analytical skills.

The role demands exceptional communication, organizational prowess, and the ability to coordinate with attorneys, CPAs, and outside advisors while upholding SFMG’s standards and investment approach.