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Financial Advisor

Financial Advisor

SWMG, LLCFort Worth, TX, USA
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SWMG

Title : Financial Advisor

Subtitle : Financial Advisor (Servicing Advisor)

Job Details

Time : Full Time Position with expected 40+ hours per week in Fort Worth office

Salary and bonus - $100k to $125K plus production bonus plus revenue growth bonus

Dress Code : Business Professional

Hours : Monday-Thursday : 8am-5pm & Friday : 8am-4pm

Benefits : Medical, Dental, Vision, Disability, Life, PTO, 401k with match

Are you a veteran advisor with a track record for providing advice to high net worth clients ? Do you have a passion for financial planning and investing ? If yes, keep reading...

Established financial planning and investment firm is looking for a seasoned financial advisor to service its existing client base. This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker / presenter. They should exhibit the highest integrity and a reputation for putting the client first. This career path offers unlimited income and career growth potential. Strittmatter Wealth offers a Financial Advisor Career Path unmatched in the industry.

Job Duties and Responsibilities

  • Meet with existing clients for investment update and financial planning review meetings
  • Each client has a lead advisor and a servicing advisor. The client meets twice a year, once with the lead advisor and once with the servicing advisor.
  • Meet with new clients to assist lead advisor in providing financial planning services
  • Manage the financial planning process from start to finish for each client including :

Prepare financial plans using eMoney and other financial planning software

  • Create customized financial recommendations
  • Prepare investment recommendations
  • Present recommendations to clients
  • Conduct research as needed related to assigned client cases
  • Participate in the coordination of daily trading and reviewing daily completed tasks
  • Ensure compliance notation is adhered to
  • Assist in marketing materials development
  • Prepare and present webinars and seminars
  • Prepare trackers weekly
  • Write or update policies and procedures weekly
  • Perform other duties and responsibilities as assigned

    • Job Requirements

  • Minimum of 10+ years of financial planning experience in a client facing role
  • CERTIFIED FINANCIAL PLANNER™ (CFP™) designation is a plus
  • Series 65 license needed if you do not have CFP™
  • Life and Health Insurance licensed
  • Bachelor's degree or higher-level degree
  • Sales Training
  • Knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products
  • Knowledge of concepts and regulations related to financial planning
  • Knowledge of financial related technology, software planning tools and presentations
  • MS Excel, Word, Outlook and PowerPoint proficiency to produce presentations, correspondence, electronic communication; maintain spreadsheets and databases

    • Skills Necessary

  • Strong organization and time management skills to prioritize workload, handle multiple tasks and meet deadlines
  • Ability to present complex topics an easy to understand language
  • Detail oriented to ensure quality standards are met without impairing workflow
  • Skill in following up to ensure resolution and completion of tasks
  • Ability to produce presentations, correspondence; maintain spreadsheets and databases
  • Ability to incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options
  • Read and interpret technical and legal documents; apply the information as appropriate
  • Provide a high level of customer service in a calm, courteous and professional manner
  • Ability to work independently as well as collaboratively within a team environment

    • Software used :

  • Outlook email
  • Redtail CRM
  • Microsoft Office 365 (Word / Excel / PowerPoint / Teams)
  • Google Suite (Doc, Sheets, Forms)
  • Industry specific software (Morningstar, eMoney, Nitrogen, and Pershing 360)

    • Mission Statement :

  • To enrich, educate and advance our client's lives by providing quality investment and planning advice
  • Provide the best in class total wealth management services and experience
  • To uphold our fiduciary promise by putting our client's interest above our own

    • Company Goals :

  • Grow revenue by 30-50% per year
  • Grow sales force by 50% per year
  • Expand offering to new verticals each year
  • Provide advanced planning strategies to high net worth clients

    • Company Values :

    To Learn more about our company values, go to

    Why Strittmatter Brochure :

    To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at : By CLICKING HERE

    We look forward to meeting you!

    Other Services Provided

  • Financial Education Classes taught in many colleges throughout metroplex
  • RIA Acquisition
  • Business planning and brokerage
  • Real Estate Brokerage, Investing, Property Management
  • Recruiting

    • Job Posted by ApplicantPro

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