Financial Advisor

20 hours ago


Fort Worth, Texas, United States SWMG, LLC Full time
Job Opportunity

We are seeking a seasoned Financial Advisor to join our team at SWMG, LLC. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.

Job Summary

  • Meet with clients to discuss their financial goals and develop personalized investment plans
  • Conduct research and analysis to identify investment opportunities and provide recommendations to clients
  • Manage client relationships and provide ongoing support and guidance
  • Collaborate with other team members to develop and implement financial planning strategies

Requirements

  • Minimum of 10+ years of experience in financial planning and investment services
  • CFP certification or equivalent
  • Series 65 license or equivalent
  • Life and Health Insurance license
  • Bachelor's degree or higher

Skills and Qualifications

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Knowledge of financial planning software and tools

What We Offer

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

About Us

SWMG, LLC is a leading provider of financial services and investment planning solutions. We are committed to delivering exceptional results and building long-term relationships with our clients.

How to Apply

If you are a motivated and experienced financial advisor looking for a new challenge, please submit your resume and cover letter for consideration.



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