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SWMG
Title: Financial Advisor
Subtitle: Financial Advisor Level 2 (Lead Advisor)
Job Details
Time: Full Time Position with expected 40 hours per week in the downtown Fort Worth office
Salary and bonus - $75k plus production 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 attracting and providing advice to high net worth clients? Do you have a passion for financial planning and investing? If yes, keep reading...
Fast growing financial planning and investment firm is looking for a seasoned lead financial advisor. 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 Lead Advisor Career Path unmatched in the industry.
Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you!
Job Duties and Responsibilities
Job Requirements
Skills Necessary
Software used:
Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you!
Other Services Provided
Full Time
05/13/2024
06/10/2024
The job skills required for Financial Advisor (Lead Advisor) include Presentation, Customer Service, Health Insurance, Brokerage, Microsoft Office, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor (Lead Advisor). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor (Lead Advisor). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor (Lead Advisor) positions, which can be used as a reference in future career path planning. As a Financial Advisor (Lead Advisor), it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor (Lead Advisor). You can explore the career advancement for a Financial Advisor (Lead Advisor) below and select your interested title to get hiring information.