- Conversion of company provided prospects and self generated prospects to clients using scripts
- 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
- Minimum of 5+ years of financial planning experience in a client facing role
- Verifiable history of new client conversion and onboarding
- Certified Financial Planner (CFP) designation
- Life and Health Insurance license
- Bachelor's degree or higher-level degree
- Sales Training
- 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
- 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
- Outlook email
- Redtail CRM
- Microsoft Office (Word/ Excel/ PowerPoint)
- Google Suite (Doc, Sheets, Forms)
- Industry specific software (Morningstar, eMoney and VeoOne)
- 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
-
Financial Advisor
2 weeks ago
SWMG, LLC Fort Worth, United StatesSWMG · Financial Advisor Level 1 (Servicing) · Full-Time · $75k + bonus · 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... · Establ ...
-
Financial Advisor
3 weeks ago
SWMG, LLC Fort Worth, United StatesSWMG · 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: 8 ...
-
Financial Advisor
2 weeks ago
SWMG, LLC Fort Worth, United StatesJob Description · Job DescriptionSWMG · Title: Financial Advisor · Subtitle: Financial Advisor Level 3 (Lead Generator) · Job Details · Time: Part for full time: Flexible and remote or in office · Salary and bonus - Base amount plus compensation based on appointments scheduled. T ...
-
Financial Advisor
3 weeks ago
Atria Wealth Solutions Fort Worth, United StatesJoin a Winning Team · CUSO Financial Services, LP (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. · EECU Credit Union is a not-for-profit commun ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Fort Worth, United StatesJoin a Winning Team · CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. · EECU Credit Union is a not-for-profit communi ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Fort Worth, United StatesJob Description · Job DescriptionJoin a Winning Team · CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. · EECU Credit Un ...
-
Financial Advisor
1 week ago
SWMG, LLC Fort Worth, United StatesJob Description · Job DescriptionSWMG · Financial Advisor Level 1 (Servicing) · Full-Time · $75k + bonus · 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 y ...
-
Financial Advisor
3 days ago
NovaTech Solutions Lewisville, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for 100 ye ...
-
Financial Advisor
2 weeks ago
Thrivent Fort Worth, United StatesThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. · Responsibilities · Provide ...
-
Financial Advisor Securities
2 weeks ago
Southside Bancshares Fort Worth, United StatesPromotes and sells Non-deposit Investment products "NDIP" and services to the public through an integrated marketing program, including branch training, relationship development, individual and group presentations, direct-mail programs, follow-up cal Financial Advisor, Financial, ...
-
Lead Financial Advisor
1 week ago
SWMG, LLC Fort Worth, United StatesJob Description · Job DescriptionSWMG · 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 · Dres ...
-
Financial Advisor Securities
3 weeks ago
Southside Bank Fort Worth, United StatesPosition Title: · Financial Advisor Securities · Exempt Status: · Exempt, Full Time · Reports to: · SVP, Program Manager · Location: · Dallas/Fort Worth · Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance · Insurance Eligibility for Team Members and Dep ...
-
Financial Advisor Securities
1 week ago
Southside Bank Fort Worth, United StatesJob Description · Job DescriptionPosition Title: · Financial Advisor Securities · Exempt Status: · Exempt, Full Time · Reports to: · SVP, Program Manager · Location: · University Center · Benefits: · Medical, Prescription Drugs, Dental, and Vision Insurance · Insurance Eligib ...
-
Financial Advisor Securities
3 weeks ago
Southside Bank Fort Worth, United StatesJob Description · Job DescriptionPosition Title: · Financial Advisor Securities · Exempt Status: · Exempt, Full Time · Reports to: · SVP, Program Manager · Location: · Dallas/Fort Worth · Benefits: · Medical, Prescription Drugs, Dental, and Vision Insurance · Insurance Eligi ...
-
Best Financial Advisor Books
3 weeks ago
News Business Insider Fort Worth, United StatesManaging finances can be a daunting task, and seeking advice from a trusted financial advisor can make all the difference. Whether you're an aspiring financial advisor or an individual seeking guidance on managing your finances, reading the best financial advisor books can provid ...
-
Wealth Management Financial Advisor
4 days ago
American National Bank of Texas Fort Worth, United StatesThe Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals. Other responsibilities include: · Meeting with clients to discuss their financial goals and current financial position · ...
-
Wealth Management Financial Advisor
3 weeks ago
American National Bank of Texas Fort Worth, United StatesThe Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals. Other responsibilities include: · Meeting with clients to discuss their financial goals and current financial position · Bu ...
-
Wealth Management Financial Advisor
1 week ago
American National Bank of Texas Fort Worth, United States· The Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals. · Other responsibilities include: · Meeting with clients to discuss their financial goals and current financial positi ...
-
Merrill Financial Solutions Advisor
1 week ago
Bank of America Fort Worth, United StatesMerrill Financial Solutions Advisor - Fort Worth & Associates Market · Fort Worth, Texas;Southlake, Texas; Fort Worth, Texas · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection ...
-
Best Financial Advisor Books
1 week ago
News Business Insider Fort Worth, United StatesManaging finances can be a daunting task, and seeking advice from a trusted financial advisor can make all the difference. Whether you're an aspiring financial advisor or an individual seeking guidance on managing your finances, reading the best financial advisor books can provid ...
Financial Advisor - Fort Worth, United States - SWMG, LLC
Description
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 We look forward to meeting you
Job Duties and Responsibilities
Other Services Provided
