Senior Financial Advisor (Client Servicing and Financial Planning)

Senior Financial Advisor (Client Servicing and Financial Planning) Strittmatter Wealth Management Group, LLC Fort Worth, TX Job Details Permanent | Full-time $95,000 - $105,000 a year 16 hours ago Benefits Disability insurance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Life insurance Qualifications Wealth management Investment management advisory services Research Bachelor's degree Portfolio management advisory services Financial goal setting advisory services Life & Health Insurance License Practicing in the securities industry Retirement planning advisory services Full Job Description We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions while building lasting relationships. This is an excellent opportunity for an advisor who enjoys working with an established client base, values a fiduciary approach, and wants a long-term career path within a growing RIA. About Us Strittmatter Wealth Management Group (SWMG) is a boutique Registered Investment Advisor serving high-net-worth individuals, and business owners. We have been in business since 2007 and specialize in retirement planning, investment management and business planning.

Location:

Fort Worth, TX (In-Person)

Compensation:

$95,000 - $105,000 Base Salary + Bonuses annually

Benefits:

Medical, Dental, Vision, Disability, Life Insurance, 401(k) with

Company Match, Paid Time-Off Schedule:

Monday-Thursday 8:00 AM-5:00 PM, Friday 8:00 AM-4:00 PM What You'll Do Service our existing client-base Conduct financial planning and investment review meetings Collaborate with senior advisors to deliver comprehensive planning solutions Develop financial plans and customized recommendations using financial planning software Present planning strategies and investment recommendations to clients Conduct case specific research Coordinate trading activities and client service tasks Maintain compliance and documentation standards Support client education initiatives, seminars, webinars, and marketing efforts What We're Looking For 8 to 10 years of client-facing financial planning or overall wealth management experience Should have strong financial planning skills CFP® designation preferred Series 65 required if CFP® designation is not held Life & Health Insurance License required Bachelor's degree required Strong knowledge of financial planning, investments, retirement planning, insurance, and wealth management strategies Excellent presentation, communication, and relationship-building skills Ability to explain complex financial concepts in a clear and engaging manner Strong organizational skills and attention to detail Commitment to fiduciary standards and putting clients first Why Join Strittmatter Wealth Management Group Defined long-term career growth path Competitive salary plus performance-based bonus opportunities Comprehensive benefits package 401(k) with company match Professional, collaborative, and team-oriented culture

Pay:

$95,000.00 - $105,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Application Question(s): How many years of financial planning experience do you have?

License/Certification:

CFP or Series 65 (Preferred)

Work Location:

In person