Senior Financial Advisor (Client Servicing)
$95k - $105kSWMG
Job Description
Job Description
Job description:We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions while building lasting relationships. This is an excellent opportunity for an advisor who enjoys working with an established client base, values a fiduciary approach, and wants a long-term career path within a growing RIA.About UsStrittmatter Wealth Management Group (SWMG) is a boutique Registered Investment Advisor serving high-net-worth individuals, and business owners. We have been in business since 2007 and specialize in retirement planning, investment management and business planning.Location: Fort Worth, TX (In- Person)Compensation: $95,000 - $105,000 Base Salary + BonusesBenefits: Medical, Dental, Vision, Disability, Life Insurance, 401(k) with Company Match, Paid Time-OffSchedule: Monday-Thursday 8:00 AM-5:00 PM, Friday 8:00 AM-4:00 PMWhat You'll DoService our existing client-baseConduct financial planning and investment review meetingsCollaborate with senior advisors to deliver comprehensive planning solutionsDevelop financial plans and customized recommendations using financial planning softwarePresent planning strategies and investment recommendations to clientsConduct case specific researchCoordinate trading activities and client service tasksMaintain compliance and documentation standardsSupport client education initiatives, seminars, webinars, and marketing effortsWhat We're Looking For8 to 10 years of client-facing financial planning or overall wealth management experienceShould have strong financial planning skillsCFP® designation preferredSeries 65 required if CFP® designation is not heldLife & Health Insurance License requiredBachelor's degree requiredStrong knowledge of financial planning, investments, retirement planning, insurance, and wealth management strategiesExcellent presentation, communication, and relationship-building skillsAbility to explain complex financial concepts in a clear and engaging mannerStrong organizational skills and attention to detailCommitment to fiduciary standards and putting clients firstWhy Join Strittmatter Wealth Management GroupDefined long-term career growth pathCompetitive salary plus performance-based bonus opportunitiesComprehensive benefits package401(k) with company matchProfessional, collaborative, and team-oriented culture
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