About this opportunity
ADP, Inc. lists this Senior Wealth Advisor: Lead HNW Planning & Investments opportunity in plano, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
SFMG Wealth Advisors seeks a Senior Wealth Advisor to lead high-net-worth client relationships and delivery of complex financial planning. The role requires deep experience in retirement, tax, estate, insurance, and investment strategies, with strong analytical and communication skills to explain concepts clearly.
You will coordinate across teams, maintain portfolios, and collaborate with attorneys and CPAs to serve clients' needs from day one.
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Worksite address
plano, TX, 75086, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.