Lead Financial Advisor
3 weeks ago
Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?
Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients who are in or near retirement. Our team is comprised of advisors, marketers, and client relations specialists who thrive on success and are rewarded for hard work. SWD is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations. The Lead Financial Advisor we choose will be intelligent, articulate, pleasant, dependable, and bring a great attitude to work every day.
Job Description:
Lead Financial Advisors in a marketplace interact with new and prospective clients in their region to assess their personal financial situations and build strategies to resolve retirement planning issues regarding market risk, excessive fees and inadequate advice from other advisors.
Responsibilities/Tasks:
The Lead Financial Advisor will serve as the face to the public in a market and the primary onboarding conduit for new clients, helping them build financial strategies designed to achieve their goals. They will be expected to follow through consistently in all efforts, build relationships with prospects, clients, and assist service staff in preparing for client appointments. Other daily, weekly, and/or monthly tasks may include:
- Serve as the face to the public in a market and the primary onboarding conduit for new clients to build financial strategies designed to help them achieve their goals.
- Assess client assets, goals, risk tolerance and general retirement plans to determine if improvements are needed.
- Review existing annuity, life, long-term care, and/or disability insurance policies to determine if they still meet clients' needs.
- Build strategies and offer strategic advice on products and services such as investments and insurance, adhering to fiduciary standards.
- Interact professionally with clients by phone and/or in person to update their profiles and financial situations/needs.
- Complete appointment dictations and keep Salesforce updated by entering detailed notes.
- Meet production targets that impact overall company revenue goals.
- Prepare client reports and review summaries for strategy implementation.
- Speak to groups of prospective clients at dinner events or other public events.
- Assist with the client onboarding process.
- Perform additional tasks as assigned by leadership.
Minimum Requirements:
- Bachelor’s degree in accounting, finance, or a related field.
- Series 65 or 66 with Life & Health Licenses.
- 2-7 years in financial services offering investment management and insurance services.
- Experienced and dynamic public speaker.
- Strong experience with MS Office and the ability to learn new software quickly.
- Excellent written and verbal communication skills, both in person and via phone.
- Proactive mentality, positive attitude, and consistent follow through.
- Highly intelligent, strong organizational skills and attention to detail.
- Ability to work independently with good time management and critical thinking skills.
Additional preferred skills:
- Experience with Salesforce CRM software.
- 2+ years working in a fast-paced office environment.
Commitment: 40 hours per week, 8am-5pm, with flexibility to manage your schedule around client appointments and evening events, allowing you to structure your time effectively.
Compensation: This is a 100% commission-based role with the opportunity for a negotiable salary draw for a set period. We offer full medical/dental/vision coverage, a 401k plan with a 7% company match, generous PTO, 11 paid holidays—including your birthday.
Curious about what makes us different? Visit SWDGroup.com/Careers to explore our unique company culture and see why working at SWD is unlike any other experience
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