What are the responsibilities and job description for the Producing Sales Advisor position at SWMG, LLC?

SWMG

Title : Financial Advisor

Subtitle : Producing Sales Advisor

Job Details

Time : Full Time Position with expected 40 hours per week at our Fort Worth office

Salary and bonus - $75k to $100 plus production bonus - Target Income $150-$250k

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.

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

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

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 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

Job Requirements

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

Skills Necessary

Professional, consultative sales approach

Strong organization and time management skills to prioritize workload, handle multiple tasks and meet deadlines

Ability to present complex topics using 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

Software used :

Outlook email

Redtail CRM

Microsoft Office (Word / Excel / PowerPoint)

Google Suite (Doc, Sheets, Forms)

Industry specific software (Morningstar, eMoney and VeoOne)

Company Values :

To Learn more about our company values, go to https : / / strittmatterwealth.com / about / our-values /

Why Strittmatter Brochure :

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

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https : / / strittmatterwealth.applicantpro.com / jobs / 3639391-1032279.html

Salary : $75,000 - $100,000

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