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SENIOR WEALTH ADVISOR

SFMG Wealth Advisors · Plano, TX · 1 mo ago
On-siteFinance$30/hrFull-time

Position Summary

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. The role requires strong analytical and communication skills, the ability to present economic concepts, explain their impact on portfolios, and answer client questions. Exceptional organizational skills, attention to detail, and multitasking ability are essential.

Responsibilities

  • Lead client relationships and communicate complex topics to clients in an effective manner.
  • Explain all financial planning topics—including retirement, tax, estate, insurance, education, charitable planning, asset protection, and elder care—to clients.
  • Coordinate and manage projects and tasks across Client Service, Financial Planning, and Investment Management teams, taking ultimate responsibility for quality control of client deliverables.
  • Establish a leadership role with clients' attorneys, CPAs, and outside advisors to coordinate client needs.
  • Utilize firm investment models and sleeves for portfolio construction.
  • Monitor financial markets, client investments, and stay abreast of changes to SFMG model portfolios.
  • Present economic concepts, explain their impact on clients' portfolios, and answer client questions about investments.
  • Manage rebalancing, tax‑loss harvesting trades, and other transactions necessary to raise or invest cash.
  • Demonstrate strong understanding of alternative investments, including Private Credit, Private Real Estate, and Private Equity.
  • Master SFMG's service and compliance processes.
  • Engage as a passionate team member, actively contributing to team goals and success.
  • Provide consistent, constructive feedback to colleagues through thoughtful mentorship.
  • Align personally with SFMG's Core Values and support the firm’s vision, mission, and strategy.
  • Adhere to SFMG's investment approach and participate in firm committees and task forces as needed.
  • Maintain a thorough understanding of financial planning, client management, and planning strategies; contribute to firm growth by attracting new clients and retaining existing relationships.
  • Continuously develop technical skills across complex financial planning, investment, tax, estate, retirement, and insurance topics.
  • Maintain key relationships with industry centers of influence and strategic partners.

Required Skills and Abilities

  • Minimum 10 years serving clients as the lead advisor.
  • Bachelor's degree in a finance‑related field such as Financial Planning, Accounting, or Finance.
  • CFP® required; CPA/PFS, CFA, CIMA, or CPWA designation highly desired.
  • Extensive experience with financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), or similar platforms.

Core Qualities & Values

  • Service, Integrity, and Ethics – a firm commitment to passionately protecting clients' best interests.
  • Exceptional client service by anticipating needs, exceeding expectations, and maintaining meticulous attention to detail.
  • Objectivity and transparency in all client interactions.
  • Unquestionable ethical standards and integrity.

Leadership Skills

  • Proven leadership capabilities within the firm or previous roles.
  • Ability to inspire, motivate, provide feedback to, and guide others effectively.
  • Receptive to feedback and skilled at implementing it.
  • Demonstrated discipline and accountability to drive tasks and initiatives forward.

Cultural Fit

  • Alignment with the firm's values, mission, and culture.
  • Foster a collaborative, diverse, and opportunity‑rich environment.
  • Team‑first mentality – prioritize team and firm goals over personal agendas.
  • Ability to disagree constructively.
  • Intellectual curiosity and commitment to continuous learning.
  • Active involvement in community and philanthropic activities.

About SFMG Wealth Advisors

Founded in 2002, SFMG Wealth Advisors is a leading Registered Investment Advisory firm in the Southwest, providing “Confidence for Life™” through investment management, financial planning, and personal service. We are an independent, fee‑only RIA focused on high‑net‑worth and ultra‑high‑net‑worth clients. Our team comprises over 40 professionals, including 11 advisors. Typical client net worth ranges from $3 million to $30 million, and we steward more than $3 billion in assets for the families we serve.

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