SWMG

Financial Advisor Level 1 (Servicing)

Job Details

• Full Time Position with expected 40 hours per week in the downtown Fort Worth office.
• Salary and bonus - $75k plus revenue 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...

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

• Service existing client base only. No new client acquisition requirements.
• Each client has a lead advisor and a servicing advisor that they each meet with once per year. This is the servicing advisor role.
• Meet with new clients to assist lead advisor in providing financial planning services
• Meet with existing clients for investment update and financial planning review meetings
• 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 3 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
• Verifiable history of new client conversion and onboarding
• 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)

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

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