Lead Certified Financial Planner™ / Ria Only Firm

SWMG, LLC
LEAD CERTIFIED FINANCIAL PLANNER™ / RIAOnly Firm
Full-Time
$75k-$100k annually + 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...
Fast growing financial planning and investment firm is looking for a seasoned lead financial planner. 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 stritttmatterwealth.com. We look forward to meeting you!
Job Duties and Responsibilities

• Conversion of company provided $1M+ prospects to clients using script
• 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
• Certified Financial Planner (CFP) designation
• Life and Health Insurance license
• Bachelor's degree or higher-level degree
• Sales Training
• Verifiable history of new client conversion and onboarding
• 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

• 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

Job Details

• Full Time Position with expected 40+ hours per week in the office
• Salary and bonus - Salary based on experience and skill set, range $75k - $100k
• Dress Code: Business Professional
• Hours: 8am - 5pm Monday -Thursday & 8am -4pm Friday
• Benefits: Medical, Dental, Vision, Disability, Life, 401k with match

Software used:

• Outlook email
• Redtail CRM
• Microsoft Office (Word/ Excel/ PowerPoint)
• Google Suite (Doc, Sheets, Forms)
• Industry specific software (Morningstar, eMoney and VeoOne)

Other Services Provided

• Lead Advisor Career Path
• Paraplanner Apprenticeship Program
• Financial Classes taught in many colleges throughout metroplex
• RIA Acquisition
• Business planning and brokerage
• Real Estate Brokerage, Investing, Property Management
• Recruiting