3 Financial Planner Jobs in Fort Worth, TX
SWMG is Hiring a Financial Planner Near Fort Worth, TX
SWMG, LLC
Financial Planner - Level 3 Lead Advisor
Job Details
- Full Time Position with expected 40 hours per week in the office
- Salary and bonus - Salary based on experience and skill set, range $75k - $100k
- Dress Code: Business Professional
- Hours: 8am - 5pm Monday -Thursday & 8am -4pm Friday
- Benefits: Medical, Dental, Vision, Disability, Life, PTO, and 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 planner. 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
- Conversion of company provided $1M prospects to clients using script
- Onboarding of new clients through the first year only
- Manage the financial planning process from start to finish for each client including:
- Assist paraplanner team in preparation of financial plans using eMoney and other financial planning software
- Assist paraplanner team in creation of customized financial recommendations
- Assist paraplanner team in preparation of portfolio design and 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
- Perform other duties and responsibilities as assigned
Job Requirements
- Minimum of 5 years of financial planning experience in a client facing role
- Certified Financial Planner (CFP) designation
- Life and Health Insurance license
- 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
- Sales training
- 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
- Strong Ability for Public Speaking
Software used:
- Outlook email
- Redtail CRM
- Microsoft Office (Word/ Excel/ PowerPoint)
- Google Suite (Doc, Sheets, Forms)
- Industry specific software (Morningstar, eMoney and VeoOne)
Other Services Provided
- Lead Advisor Career Path
- Paraplanner Apprenticeship Program
- Financial Classes taught in many colleges throughout metroplex
- RIA Acquisition
- Business planning and brokerage
- Real Estate Brokerage, Investing, Property Management
- Recruiting
Job Summary
Full Time
$123k-143k (estimate)
04/17/2024
04/15/2029
The job skills required for Financial Planner include Accounting, Customer Service, Planning, Presentation, PowerPoint, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Gives a solid foundation for understanding types of financial circumstances and options.
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Step 3: View the best colleges and universities for Financial Planner.
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