We are seeking a financial planning associate to join our rapidly growing practice. The ideal candidate will have 2 to 5 years of experience delivering financial services to high net worth individuals. The position offers growth potential and the ability to work with a respected wealth management firm. The position requires strong analytical and communication skills. In addition, the position necessitates tremendous organizational skills, excellent attention to detail and the ability to perform multiple tasks successfully.
Financial Planning Duties:
Developing, implementing and monitoring financial planning strategies for clients
Coordinating projects with clients and their attorneys, money managers, brokers, bankers, CPAs, insurance companies, and other external experts
Preparing financial analyses and research for various personal wealth management issues; including but not limited to retirement planning, investments, estate planning, tax planning, debt management and insurance
Preparing financial reports and presentations for clients
Communication with advisors and other professionals
Preparing client reviews
Other Essential Traits:
Fundamental knowledge and experience with comprehensive financial planning topics, including capital markets, financial strategies, estate/gift planning, and tax planning
Designations demonstrating such knowledge are preferred, including CPA, CFP®, CFA
Ideal candidate will look to obtain the CFP® designation
Expertise in dealing with the unique financial issues of wealthy families
Strong communication skills, self-motivated, and team-oriented
Demonstrated ability to maintain extreme confidentiality in dealing with client matters
Demonstrated ability to “multi-task”, manage several projects at one time
Use of financial planning software (eMoney) and CRM technology (Junxure Cloud) are preferred.
Extensive background in use of Windows and Microsoft based products (Word, Excel and PowerPoint)
SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 1992, our team offers high-touch, personalized financial planning and wealth management for individuals and families. We approach each client relationship from a planning perspective. We see this as an ongoing, dynamic rela...tionship rather than a one-time event.
SFMG Wealth Advisors integrates comprehensive financial planning services with the management of your investment portfolio. Through our unwavering commitment, our goal is to provide you with peace of mind and a high level of financial confidence.
Our team of financial advisors is dedicated to providing a culture where the sole focus is care of your financial interests. Because our investment management firm is owned and managed by our partners, we strive to provide you with unbiased financial advice. This approach is the reason that we operate as a fee-only business. By providing our services through a fee-only arrangement, rather than commissions, the investment advice we render is focused on how it benefits you and not on how it enriches the firm. Our overarching goal is to provide advice that fits your financial needs and objectives.
Our highly networked leadership group delivers a team of responsive wealth strategists committed to delivering clear, objective investment advice. We believe so strongly in our investment advice that we invest alongside you in the very same vehicles. Your success and our success are inextricably linked.
The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We can help you plan your future, manage your affairs, and enjoy living with financial confidence, providing you with peace of mind.