Sage Search Partners
Senior Wealth Advisor
Base pay range: $350,000.00/yr - $400,000.00/yr
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 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 the required securities licensing and 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.
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
Bachelor’s degree required, with a strong academic foundation in finance, accounting, economics, business, or a related discipline preferred.
Active Series 65 (or equivalent qualification) and the ability to meet all regulatory requirements for providing investment advice.
A minimum of 7 years of experience in financial planning, estate planning, tax planning/preparation, and/or comprehensive wealth management, ideally serving high-net-worth clients.
Proven ability to develop and deliver sophisticated wealth planning and investment recommendations, and to communicate those strategies directly and confidently to clients.
Completion of the CFP® designation is strongly preferred.
Demonstrated leadership capabilities, including the ability to work cross‑functionally, guide team members, and contribute positively to a collaborative, “teacher/coach” style culture.
Excellent interpersonal, communication, and networking skills, with a talent for building trust with both clients and internal partners.
Comfort thriving in a fast‑paced, evolving environment, with a hands‑on, in‑office presence in Dallas (100% on‑site).
Qualified candidates will be contacted for an interview.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance, Strategy/Planning, and Customer Service
Referrals increase your chances of interviewing at Sage Search Partners by 2x.
Benefits: Vision insurance, Medical insurance, 401(k).
#J-18808-Ljbffr
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 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 the required securities licensing and 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.
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
Bachelor’s degree required, with a strong academic foundation in finance, accounting, economics, business, or a related discipline preferred.
Active Series 65 (or equivalent qualification) and the ability to meet all regulatory requirements for providing investment advice.
A minimum of 7 years of experience in financial planning, estate planning, tax planning/preparation, and/or comprehensive wealth management, ideally serving high-net-worth clients.
Proven ability to develop and deliver sophisticated wealth planning and investment recommendations, and to communicate those strategies directly and confidently to clients.
Completion of the CFP® designation is strongly preferred.
Demonstrated leadership capabilities, including the ability to work cross‑functionally, guide team members, and contribute positively to a collaborative, “teacher/coach” style culture.
Excellent interpersonal, communication, and networking skills, with a talent for building trust with both clients and internal partners.
Comfort thriving in a fast‑paced, evolving environment, with a hands‑on, in‑office presence in Dallas (100% on‑site).
Qualified candidates will be contacted for an interview.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance, Strategy/Planning, and Customer Service
Referrals increase your chances of interviewing at Sage Search Partners by 2x.
Benefits: Vision insurance, Medical insurance, 401(k).
#J-18808-Ljbffr