Financial Planner

SWMG, LLC

Fort Worth, TX

Vision , Medical , Dental , Paid Time Off , Life Insurance , Retirement
Full-Time

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

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