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SWMG

Financial Advisor

SWMG, Fort Worth

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Financial Advisor

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.
  • Ensure compliance notation is adhered to.
  • Assist in marketing materials development.
  • Prepare and present webinars and seminars.
  • Prepare trackers weekly.
  • Write or update policies and procedures 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

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

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