What are the responsibilities and job description for the Senior Financial Advisor (Client Servicing) position at SWMG?
Job description:
We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions while building lasting relationships. This is an excellent opportunity for an advisor who enjoys working with an established client base, values a fiduciary approach, and wants a long-term career path within a growing RIA.
About Us
Strittmatter Wealth Management Group (SWMG) is a boutique Registered Investment Advisor serving high-net-worth individuals, and business owners. We have been in business since 2007 and specialize in retirement planning, investment management and business planning.
Location: Fort Worth, TX (In-Person)
Compensation: $95,000 - $105,000 Base Salary Bonuses
Benefits: Medical, Dental, Vision, Disability, Life Insurance, 401(k) with Company Match, Paid Time-Off
Schedule: Monday-Thursday 8:00 AM-5:00 PM, Friday 8:00 AM-4:00 PM
What You'll Do
Service our existing client-base
Conduct financial planning and investment review meetings
Collaborate with senior advisors to deliver comprehensive planning solutions
Develop financial plans and customized recommendations using financial planning software
Present planning strategies and investment recommendations to clients
Conduct case specific research
Coordinate trading activities and client service tasks
Maintain compliance and documentation standards
Support client education initiatives, seminars, webinars, and marketing efforts
What We're Looking For
8 to 10 years of client-facing financial planning or overall wealth management experience
Should have strong financial planning skills
CFP® designation preferred
Series 65 required if CFP® designation is not held
Life & Health Insurance License required
Bachelor's degree required
Strong knowledge of financial planning, investments, retirement planning, insurance, and wealth management strategies
Excellent presentation, communication, and relationship-building skills
Ability to explain complex financial concepts in a clear and engaging manner
Strong organizational skills and attention to detail
Commitment to fiduciary standards and putting clients first
Why Join Strittmatter Wealth Management Group
Defined long-term career growth path
Competitive salary plus performance-based bonus opportunities
Comprehensive benefits package
401(k) with company match
Professional, collaborative, and team-oriented culture
Salary : $95,000 - $105,000