Financial Planner and Investment Advisor

Financial Planner and Investment Advisor

Full-Time

Salary production payout annual bonus benefits

Fast growing wealth management firm is seeking an exceptional advisor to join our team. We provide career paths for individuals looking to grow in knowledge, fulfillment and in wealth. Let us help you build and grow your purpose. We look forward to meeting you!

Job Duties and Responsibilities

• Reporting trackers and metrics to manager weekly on Monday
• Create annual goals for new clients and new assets under management procurement
• Create marketing plan and metrics for tracking success
• Procure new financial planning and investment clients
• Plan and host client marketing events
• Daily calling and emailing activity in order to procure new clients
• Attend networking events in order to create referral relationships
• Memorize meeting and phone scripts in order to conduct effective meetings
• Use CRM software for lead management and notetaking (Redtail)
• Create financial plans with the help of our financial planning department using eMoney and other financial planning tools
• Create customized financial recommendations
• Manage the financial planning process from start to finish
• Assist in portfolio design and recommendations
• Conduct research as needed related to assigned client cases
• Prepare presentations that clearly communicate recommendations and options related to client financial analysis and plan design
• Present recommendations to clients
• Ensure compliance notation is adhered to; demonstrate suitable and appropriate recommendations to ensure quality standards, including full and fair disclosure. Monitor employees for compliance requirements.
• Implement the collection of data for task assignments to ensure optimum resources are being utilized for timely execution.
• Assist in marketing materials development
• Perform other duties and responsibilities as assigned

Job Requirements

• Minimum of 5 years of advisory experience in a client facing role
• Detail oriented
• Bachelor's degree or higher-level degree
• Certified Financial Planner (CFP) designation or ability to obtain within 2 years
• Must have series 65 or 66 license if no CFP designation
• Life and Health Insurance license required or ability to obtain
• 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

• Client acquisition
• Marketing
• Sufficient organization and time management skills to prioritize workload, handle multiple tasks and meet deadlines
• Detail oriented to ensure quality standards are met without impairing workflow
• Task oriented in 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 and at events
• Salary and bonus -
  • Salary based on experience and skill set
  • Production payout after expenses met
  • End of year revenue bonus
  • Dress Code: Business Professional
  • Hours: 8am - 5pm Monday -Thursday & 8am -4pm Friday
  • Benefits: Medical, Dental, Vision, Disability, Life, 401k

Software used:

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

About Us

Strittmatter Wealth Management Group, LLC was established in 2007. We are an SEC Registered Investment Advisory firm specializing in retirement planning and investment management for high net worth clients. We are located in beautiful, downtown Fort Worth, Texas, just a mile from the cosmopolitan 7th street area next to the Trinity River. Strittmatter Wealth provides robust pay and benefits as well as a path to partnership. Our top company values are integrity, altruism, education, self reliance and service. Our commitment is to help our advisor grow their careers by providing training, coaching, and unlimited income opportunities. Lastly, our company's mission is to enrich, educate and advance our client's lives by providing quality investment and planning advice. Contact us today to schedule your interview!