Financial Advisor

Financial Advisor

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 :

Skills Necessary :

Software used :

Mission Statement :

Company Goals :

Company Values :

To learn more about our company values, go to https : / / strittmatterwealth.com / about / our-values /

Why Strittmatter For My Career 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 :