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 recommendationsPrepare investment recommendationsPresent recommendations to clientsConduct research as needed related to assigned client casesParticipate in the coordination of daily trading and reviewing daily completed tasksEnsure compliance notation is adhered toAssist in marketing materials developmentPrepare and present webinars and seminarsPrepare trackers weeklyWrite or update policies and procedures weeklyPerform other duties and responsibilities as assignedJob Requirements
Minimum of 10+ years of financial planning experience in a client facing roleCERTIFIED FINANCIAL PLANNER™ (CFP™) designation is a plusSeries 65 license needed if you do not have CFP™Life and Health Insurance licensedBachelor's degree or higher-level degreeSales TrainingKnowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based productsKnowledge of concepts and regulations related to financial planningKnowledge of financial related technology, software planning tools and presentationsMS Excel, Word, Outlook and PowerPoint proficiency to produce presentations, correspondence, electronic communication; maintain spreadsheets and databasesSkills Necessary
Strong organization and time management skills to prioritize workload, handle multiple tasks and meet deadlinesAbility to present complex topics an easy to understand languageDetail oriented to ensure quality standards are met without impairing workflowSkill in following up to ensure resolution and completion of tasksAbility to produce presentations, correspondence; maintain spreadsheets and databasesAbility to incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their optionsRead and interpret technical and legal documents; apply the information as appropriateProvide a high level of customer service in a calm, courteous and professional mannerAbility to work independently as well as collaboratively within a team environmentSoftware used :
Outlook emailRedtail CRMMicrosoft 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 adviceProvide the best in class total wealth management services and experienceTo uphold our fiduciary promise by putting our client's interest above our ownCompany Goals :
Grow revenue by 30-50% per yearGrow sales force by 50% per yearExpand offering to new verticals each yearProvide advanced planning strategies to high net worth clientsCompany 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 metroplexRIA AcquisitionBusiness planning and brokerageReal Estate Brokerage, Investing, Property ManagementRecruitingJob Posted by ApplicantPro
