Associate Wealth Advisor

SFMG Wealth Advisors•Plano, TX

103d

About The Position

We are seeking an Associate Wealth Advisor to help empower our growing client base to reach their financial goals. The ideal candidate will have 5 years of industry experience with at least 1 year of direct experience delivering financial planning and investment advice to individuals. The position offers growth potential and the ability to work with a respected wealth management firm. The position requires strong analytical and communication skills, including the ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments. In addition, the position necessitates tremendous organizational skills, excellent attention to detail and the ability to perform multiple tasks successfully. This full-time professional role reports to Tyler Young, Head of Advisory.

Requirements

Minimum 1 years serving clients as the lead advisor.
Bachelor’s Degree at a four-year college, preferably in relevant finance-related fields such as Financial Planning, Accounting, and Finance.
CFP® is required.
Extensive background using Microsoft Office Suite (Outlook, Word, Excel, One Note, Teams), financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), calendaring software, or other related software packages.

Responsibilities

Serve as lead advisor on client relationships.
Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care.
Analyze financial documents, prepare financial plan summaries using the firm's financial planning software, and present recommendations 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.
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 continually stay abreast of changes to SFMG model portfolios.
Ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments.
Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash.
Basic understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity.
Mastery of the SFMG’s client experience and compliance processes.
Work closely with and take direction from Michael Cowles, Team Lead, who will manage activities and delegate responsibilities while providing ongoing guidance and support.
Actively contribute to team goals and success.
Provide consistent and constructive feedback to other team members.
Personal alignment with SFMG’s Core Values.
Understand and support the SFMG’s vision, mission, and strategy.
Adhere to SFMG’s investment approach.
Actively involved in firm committees (Investment, Wealth Management, etc.).
Participate in firm task forces as needed.
Maintain a thorough understanding of financial planning, client management and investment management strategies.
Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships.
Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics.
Develop and maintain key relationships with industry centers of influence and key partners.