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.
#J-18808-LjbffrSenior Wealth Advisor: Lead HNW Planning & Investments in plano at Unknown Company
This position is listed as full time and onsite.