Senior Wealth Advisor (Dallas)

Senior Wealth Advisor (Compensation : ~$350,000$400,000 total, depending on book size)

Sage Search Partners is seeking a Senior Wealth Advisor for an independent, boutique wealth management firm in the financial services industry in Dallas, TX. In this senior role, you will oversee and grow a substantial book of high-net-worth client relationships, delivering comprehensive planning and investment advice while leveraging a steady flow of firm-generated leads in a highly collaborative, in-office environment.

In addition to holding required securities licensing and preferably a CFP designation, the ideal candidate will bring at least seven or more years of experience in financial, estate, and / or tax planning, a strong track record of managing and growing a significant advisory book, and the confidence to lead client relationships and present sophisticated wealth strategies independently. If you would like to join a dynamic company with lots of room for growth and excellent work / life balance, apply today.

Responsibilities

• Lead and deepen a meaningful book of client relationships, serving as a primary point of contact for many households while partnering closely with other advisors on complex relationships.
• Develop, refine, and present holistic financial plans, including retirement cash flow projections, education funding analyses, tax-aware strategies, estate planning reviews, and risk management assessments.
• Gather, analyze, and maintain detailed client data; produce planning deliverables such as net worth statements, cash flow analyses, and investment and performance reports to support recommendations.
• Design, implement, and monitor target asset allocations; assist with trading and rebalancing activities, and reconcile account histories to ensure portfolios remain aligned with client goals.
• Prepare thoroughly for client meetings, including assembling materials, coordinating agendas, and documenting key takeaways; ensure all follow-up items are completed and accurately tracked in the CRM.
• Independently handle portions of client meetings and, where appropriate, lead meetings entirely - articulating complex financial concepts in a clear, relatable way.
• Collaborate with internal team members on para-planning work, including long-term capital sufficiency analyses, income and tax planning projections, and scenario modeling for planning recommendations.
• Help create and maintain client-facing digital resources such as portals and reports to enhance transparency and client engagement.
• Proactively seek opportunities to improve processes and workflows for both advisors and client service associates, contributing ideas that enhance overall client experience and team efficiency.
• Conduct research on individual securities and investment strategies as needed to support portfolio recommendations and client discussions.

Client Requirements

Qualified candidates will be contacted for an interview.