Senior Wealth Advisor: Lead HNW Planning & Investments

ADP, Inc.; Plano (TX); On-site; USD 120,000 - 230,000; Full time

Job summary

SFMG Wealth Advisors seeks a Senior Wealth Advisor to lead high-net-worth client relationships and delivery of complex financial planning. The role requires deep experience in retirement, tax, estate, insurance, and investment strategies, with strong analytical and communication skills to explain concepts clearly.

You will coordinate across teams, maintain portfolios, and collaborate with attorneys and CPAs to serve clients' needs from day one.

Qualifications

• 10+ years serving as lead advisor for high-net-worth clients.
• Bachelor's degree in Finance or related field.
• Proficient with financial planning software (eMoney), CRM (Salesforce) and portfolio tools.

Responsibilities

• Lead client relationships and communicate complex topics to clients effectively.
• Explain all financial planning topics including retirement, tax, estate, insurance, education, and planning.
• Coordinate and manage projects across Client Service, Financial Planning, and Investment Management teams.
• Establish leadership with clients' attorneys, CPAs, and outside advisors.

Skills

Lead client relationships

Financial planning software

CRM technology

Portfolio management

Education

Bachelor's degree in Finance

Tools

eMoney

Salesforce

Orion

Job description

SFMG Wealth Advisors seeks a Senior Wealth Advisor to lead high-net-worth client relationships and delivery of complex financial planning. The role requires deep experience in retirement, tax, estate, insurance, and investment strategies, with strong analytical and communication skills to explain concepts clearly.

You will coordinate across teams, maintain portfolios, and collaborate with attorneys and CPAs to serve clients' needs from day one.