Senior Wealth Advisor

SFMG Wealth Advisors•Plano, TX

1d•Onsite

About The Position

We are seeking a Senior Wealth Advisor to serve as lead advisor within our growing wealth management practice. The ideal candidate will have 10+ years of experience serving as lead advisor for high-net-worth individuals, with a proven track record of owning complex client relationships from planning through implementation. We need someone who can step in and immediately serve clients with minimal onboarding, confidently handling complex conversations around retirement, tax, estate, and investment planning from day one. 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.

Requirements

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.
CFP® required
Extensive background using financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), or other related software packages.

Nice To Haves

CPA/PFS, CFA, CIMA, or CPWA designation highly desired.

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 assigned across Client Service, Financial Planning, and Investment Management teams while taking ultimate responsibility for 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 continually stay abreast of changes to SFMG model portfolios.
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.
Strong understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity.
Mastery of SFMG's service and compliance process.
Be involved and engaged as a passionate team member.
Actively contribute to team goals and success.
Provide consistent and constructive feedback to other professionals through thoughtful mentorship.
Personal alignment with SFMG's Core Values.
Understand and support SFMG's vision, mission, and strategy.
Adhere to SFMG's investment approach.
Actively involved in firm committees (investment, wealth management, business development, marketing, etc.).
Participate in firm task forces as needed.
Maintain a thorough understanding of financial planning, client management, and planning 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.
Maintain key relationships with industry centers of influence and key partners.