Lead Servicing Advisor

SWMG

Title: Financial Advisor

Subtitle: Financial Advisor Level 1 (Servicing)

Job Details

Time : Full Time Position with expected 40+ hours per week in the Fort Worth office 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 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

• Meet with existing clients for investment update and financial planning review meetings
• Each client has a lead advisor and a servicing advisor. The client meets twice a year, once with the lead advisor and once with the servicing advisor.
• Meet with new clients to assist lead advisor in providing financial planning services
• 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
• Adhere to compliance notation
• Assist in marketing materials development
• Prepare and present webinars and seminars
• Prepare trackers weekly
• Perform other duties and responsibilities as assigned

Job Requirements

• Minimum of 10+ 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
• 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)

Mission Statement:

• To enrich, educate and advance our client's lives by providing quality investment and planning advice
• Provide the best in class total wealth management services and experience
• To uphold our fiduciary promise by putting our client's interest above our own

Company Goals:

• Grow revenue by 30-50% per year
• Grow sales force by 50% per year
• Expand offering to new verticals each year
• Provide advanced planning strategies to high net worth clients

Company Values:

To Learn more about our company values, go to

Why Strittmatter Brochure:

To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: By CLICKING HERE

We look forward to meeting you!

Other Services Provided

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