Strittmatter Wealth Management Group
Financial Advisor
Strittmatter Wealth Management Group, Fort Worth, Texas, United States, 76102
Job Details
Title: Financial Advisor
Subtitle: Financial Advisor (Servicing Advisor)
Time : Full Time Position with expected 40+ hours per week in Fort Worth office
Salary and bonus
- $100k to $125K plus production bonus plus revenue growth 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 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. 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 https://strittmatterwealth.com/about/our-values/
#J-18808-Ljbffr
- $100k to $125K plus production bonus plus revenue growth 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 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. 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 https://strittmatterwealth.com/about/our-values/
#J-18808-Ljbffr