Senior Wealth Advisor - Lead Client Relationships
SFMG Wealth Advisors
SFMG Wealth Advisors in Plano, TX is seeking an experienced Wealth Advisor to lead client relationships and deliver comprehensive financial planning and investment guidance from day one. The role requires 5+ years advising clients, strong analytical skills, and the ability to present concepts to clients and collaborate with attorneys and CPAs. You will own portfolios, coordinate teams, and contribute to firm growth with integrity. #J-18808-Ljbffr SFMG Wealth Advisors
Vacancy posted 3 days ago
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