About this opportunity
SFMG lists this Senior Wealth Advisor & Lead Client Strategist opportunity in plano, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
SFMG Wealth Advisors in Plano, TX seeks a Senior Wealth Advisor to lead client relationships for high-net-worth individuals. You will manage planning from retirement and tax to estate and investment strategies, requiring day-one readiness and strong analytical skills.
The role demands exceptional communication, organizational prowess, and the ability to coordinate with attorneys, CPAs, and outside advisors while upholding SFMG’s standards and investment approach.
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Worksite address
plano, TX, 75086, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.