WEALTH ADVISOR

Position Summary

We are seeking an experienced Wealth Advisor to serve as lead advisor on a book of client relationships within our growing wealth management practice. The ideal candidate will have at least 5 years of experience directly advising clients on financial planning and investment strategy, with a proven track record of owning client relationships and leading meetings independently. This is not an entry‑level or support role. The advisor must be able to step in and immediately serve clients with minimal onboarding, confidently handling conversations around retirement, tax, estate, and investment planning from day one. Strong analytical and communication skills are required, including the ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments. The role also demands excellent organizational skills, meticulous attention to detail, and the ability to manage multiple tasks successfully.

Client Responsibilities

• Serve as lead advisor on client relationships.
• Explain all financial planning topics to clients, including retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care.
• Build comprehensive financial plans using the firm’s financial planning software, analyze client financial documents, and present recommendations directly to clients.
• Coordinate and manage projects and tasks across Client Service and Investment Management teams, taking ultimate responsibility for quality control of client deliverables.
• Prepare meeting recaps, own follow‑up items, and proactively schedule client meetings.
• 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 their investments.
• Manage the process of rebalancing client portfolios, tax‑loss harvesting trades, and any other trades necessary to raise or invest cash.
• Maintain a basic understanding of alternative investments, including Private Credit, Private Real Estate, and Private Equity.
• Master SFMG’s client experience and compliance processes.

Team Responsibilities

• Actively contribute to team goals and success.
• Provide consistent and constructive feedback to other team members.

Firm Responsibilities

• Demonstrate personal alignment with SFMG’s Core Values.
• Understand and support SFMG’s vision, mission, and strategy.
• Adhere to SFMG’s investment approach.
• Participate actively in firm committees (Investment, Wealth Management, etc.).
• Join firm task forces as needed.

Growth Responsibilities

• Maintain a thorough understanding of financial planning, client management, and investment management strategies.
• Contribute to firm growth by attracting new clients and identifying opportunities to retain and expand existing relationships.
• Continuously develop and master technical skills across complex financial planning, investment, tax, estate, retirement, and insurance topics.
• Develop and maintain key relationships with industry centers of influence and key partners.

Core Qualities & Values

• Alignment with the firm’s values, mission, and culture.
• Foster a culture of collaboration, diversity, and opportunity.
• Team‑first mentality – prioritize team and firm priorities above personal interests.
• Ability to disagree constructively.
• Active, engaged participation as a passionate team member, contributing to team goals.
• Provide consistent, constructive feedback through thoughtful mentorship.
• Represent the firm by dressing, acting, and presenting as an Advisor at all times.
• Commitment to service, integrity, and ethics: protect clients’ best interests, anticipate needs, exceed expectations, be detail‑oriented, and pursue continuous improvement.
• Uphold unquestionable ethical standards and transparency in all client interactions.
• Proven leadership capabilities: inspire, motivate, give feedback, guide others, receive and implement feedback, and drive tasks and initiatives forward with discipline and accountability.
• Intellectual curiosity and continuous learning: dedication to professional development, innovation, and ongoing improvement.
• Active involvement in community and philanthropic activities.

Required Skills and Abilities

• Minimum 3 years serving clients as the lead advisor.
• Bachelor’s degree in a finance‑related field such as Financial Planning, Accounting, or Finance.
• CFP® certification required.
• Extensive experience with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams).
• Proficiency in financial planning software (eMoney).
• Experience with CRM technology (XLR8/Salesforce).
• Familiarity with portfolio management software (Orion).
• Strong calendaring and scheduling skills.

About the Company

Founded in 2002, SFMG is a leading Registered Investment Advisory firm in the Southwest, providing “Confidence for Life™” to clients through investment management, financial planning, and personal service. We are a growing independent, fee‑only RIA specializing in the needs of high‑net‑worth and ultra‑high‑net‑worth clients. Our culture emphasizes quality, collaboration, and a commitment to making clients’ lives better. The team includes over 40 professionals, including 11 advisors. Our typical client net worth ranges between $3 – $30 million, and we currently steward assets of over $3 billion for the families we serve.