Lead Financial Advisor

14 hours ago

Dallas, Texas, United States Strategic Wealth Designers Full time
Job Summary

Strategic Wealth Designers (SWD) is seeking a highly skilled and experienced Lead Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for interacting with new and prospective clients in your region to assess their personal financial situations and build strategies to resolve retirement planning issues.

Key Responsibilities
  • 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.
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.
What We Offer

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, and 11 paid holidays—including your birthday.

At SWD, we value our employees and strive to create a unique company culture that sets us apart from other financial services firms. If you're looking for a challenging and rewarding career opportunity, we encourage you to apply for this exciting role.

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