Current jobs related to Lead Financial Advisor - Fort Worth - SWMG, LLC

  • Portfolio Trader and Financial Advisor

    2 weeks ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    About the RoleKestra Financial Independent Advisor is seeking a highly skilled and motivated Portfolio Trader and Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Service and Support: Provide top-notch...

  • Financial Services Professional

    2 weeks ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job DescriptionKestra Financial Independent Advisor is seeking a highly skilled and motivated Financial Services Professional to join our team as a Portfolio Trader. As a key member of our investment planning team, you will be responsible for providing exceptional client service and support in the areas of investment processing, planning assistance, and...

  • Financial Planner

    4 months ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...

  • National Branch Financial Advisor

    1 month ago

    Fort Worth, United States First Command Financial Services Full time

    Job DescriptionHow will your role impact First Command? The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...

  • Financial Services Professional

    1 week ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    About the RoleKestra Financial Independent Advisor is seeking a highly skilled and motivated Portfolio Trader and Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Service and Support: Provide exceptional...

  • Operations Associate

    2 weeks ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job SummaryKestra Financial Independent Advisor is seeking a highly organized and detail-oriented Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the day-to-day operations of our financial services firm.Key ResponsibilitiesOperational DutiesEnsure seamless account creation and funding...

  • Financial Advisor

    2 months ago

    Fort Lauderdale, United States Corebridge Financial Full time

    We're passionate about excellence. AIG Retirement Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do...

  • Financial Advisor

    3 weeks ago

    Fort Worth, United States Edward Jones Full time

    Job DescriptionJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones,...

  • Financial Advisor Intern

    1 day ago

    Fort Wayne, Indiana, United States SYM Financial Advisors Full time

    About SYM Financial AdvisorsSym Financial Advisors is a fee-only, employee-owned financial advisory firm with a strong client-centric philosophy. We focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best interest of our clients, specializing in portfolio management, wealth...

  • Lead Financial Advisor

    2 weeks ago

    Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    OverviewAt Mariner Wealth Advisors, we are dedicated to providing exceptional wealth management services to our clients. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients, providing personalized wealth management advice and guidance.Lead...

  • Lead Financial Strategist

    3 weeks ago

    Fort Mill, South Carolina, United States LPL Financial Full time

    Position Overview:Are you an individual with a robust foundation in financial evaluation? Do you aspire to be an exceptional business collaborator? If this resonates with you, this opportunity may align with your career aspirations.About LPL Financial:LPL Financial is built on the belief that the firm should prioritize the advisor's needs. As a prominent...

  • Financial Advisor Recruiter

    4 weeks ago

    Fort Worth, United States CornerStone Staffing Full time $30 - $45

    Job DescriptionJob DescriptionCornerStone' Professional Placement Division is partnering with a leading national company to find a highly skilled Financial Advisor Recruiter with extensive experience in the financial services sector. This role is pivotal in identifying, sourcing, and securing top talent for Financial Advisor positions in the company,...

  • Financial Advisor

    4 months ago

    Fort Worth, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionJoin a Winning Team!CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.EECU Credit Union is a not-for-profit community credit union with branches in the Dallas/Fort Worth...

  • Certified Financial Advisor

    3 weeks ago

    Fort Worth, Texas, United States Zeiders Enterprises Full time

    Position OverviewCertified Financial Advisors play a crucial role in assisting individuals with their financial well-being. They offer personalized consultations, educational resources, and training tailored to enhance personal financial management skills.Key ResponsibilitiesProvide one-on-one financial consultations to clients.Deliver educational programs...

  • Certified Financial Advisor

    3 weeks ago

    Fort Worth, Texas, United States Zeiders Enterprises Full time

    Position OverviewCertified Financial Advisors play a crucial role in assisting individuals with their financial management needs. They offer personalized consultations, educational resources, and training sessions tailored to enhance financial literacy.Key ResponsibilitiesProvide one-on-one financial consultations to clients.Deliver educational workshops...

  • Financial Patient Advisor

    3 weeks ago

    Fort Worth, Texas, United States North Texas Area Community Health Center, Inc. Full time

    Position OverviewThe Financial Patient Advisor plays a crucial role in supporting indirect patient care under the guidance of the Patient Access Manager. This position is integral to the clinical workflow within a team-based care model, ensuring the delivery of exceptional healthcare services.Key ResponsibilitiesConduct interviews and verify insurance...

  • Senior Financial Advisor- CFP

    2 months ago

    Fort Worth, United States Vanguard Group Full time

    We believe that everyone should be given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor, you'll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it's the people, not just the finances that count. In this role, you will play the role...

  • Financial Advisor

    5 days ago

    Fort Bragg, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Financial Advisor

    2 weeks ago

    Fort Washington, Pennsylvania, United States Lincoln Investment Full time

    About Lincoln InvestmentLincoln Investment is a leading independent broker dealer and registered investment advisor, offering a range of financial services to individuals and institutions. With over 1,000 financial advisors nationwide, we serve a diverse client base representing over $36 billion in assets.Our MissionWe are dedicated to helping our clients...

  • Financial Services Consultant for National Branch

    3 weeks ago

    Fort Worth, Texas, United States First Command Financial Services Full time

    Job OverviewHow does this role contribute to First Command?The National Branch Financial Advisor plays a crucial role in assisting First Command clients associated with the Home Office. This position entails proactive outreach to clients for account evaluations and updates, along with participation in specific initiatives as determined by leadership. The...

Lead Financial Advisor

4 months ago

Fort Worth, United States SWMG, LLC Full time

SWMG

Title: Financial Advisor

Subtitle: Financial Advisor Level 2 (Lead Advisor)

Job Details

Time: Full Time Position with expected 40+ hours per week in the downtown Fort Worth office

Salary and bonus - $75k plus production bonus

Dress Code: Business Professional

Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm

Benefits: Medical, Dental, Vision, Disability, Life, PTO, 401k with match


Are you a veteran advisor with a track record for attracting and providing advice to high net worth clients? Do you have a passion for financial planning and investing? If yes, keep reading...

Fast growing financial planning and investment firm is looking for a seasoned lead financial advisor. This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker/presenter. They should exhibit the highest integrity and a reputation for putting the client first. This career path offers unlimited income and career growth potential. Strittmatter Wealth offers a Lead Advisor Career Path unmatched in the industry.

Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth. We look forward to meeting you

Job Duties and Responsibilities

  • Conversion of company provided prospects and self generated prospects to clients using scripts
  • Onboarding of new clients through the first year only
  • Manage the financial planning process from start to finish for each client including:
    • Assist paraplanner team in preparation of financial plans using eMoney and other financial planning software
    • Assist paraplanner team in creation of customized financial recommendations
    • Assist paraplanner team in preparation of portfolio design and recommendations
    • Present recommendations to clients
  • Conduct research as needed related to assigned client cases
  • Participate in the coordination of daily trading and reviewing daily completed tasks
  • Ensure compliance notation is adhered to
  • Assist in marketing materials development
  • Prepare and present webinars and seminars
  • Perform other duties and responsibilities as assigned

Job Requirements

  • Minimum of 5+ years of financial planning experience in a client facing role
  • Verifiable history of new client conversion and onboarding
  • Certified Financial Planner (CFP) designation
  • Life and Health Insurance license
  • Bachelor's degree or higher-level degree
  • Sales Training
  • 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

  • Sales training
  • Strong organization and time management skills to prioritize workload, handle multiple tasks and meet deadlines
  • Ability to present complex topics an easy to understand language
  • Detail oriented to ensure quality standards are met without impairing workflow
  • Skill in following up 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

Software used:

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

Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth. We look forward to meeting you

Other Services Provided

  • Lead Advisor Career Path
  • Financial Classes taught in many colleges throughout metroplex
  • RIA Acquisition
  • Business planning and brokerage
  • Real Estate Brokerage, Investing, Property Management
  • Recruiting





Job Posted by ApplicantPro