Financial Advisor jobs in United States
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Strategic Wealth Designers · 1 day ago

Financial Advisor

positionDallas, TX
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$90K/yr - $110K/yr
date1+ years exp

Strategic Wealth Designers is a full-service financial firm specializing in assisting individuals who are near or in retirement. The Financial Advisor will serve as a relationship manager for an existing group of clients, working closely with the Lead Advisor to provide advice and guidance to help clients achieve their financial goals.

Financial Services
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Growth Opportunities
Hiring Manager
Hannah Gowen
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Responsibilities

Work closely with the Lead Advisor to interact with new and existing clients
Provide advice and guidance to help clients achieve their goals
Interact professionally with clients by phone and/or in person to update the client’s profile and financial situation/needs
Complete service requests, resolve client issues and keep CRM updated by entering detailed notes
Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
Meets production targets that impact overall company revenue goals
Prepare client reports and review summary for upcoming appointments
Assist with client reports, mailings and in setting client appointments
Assist with Client Onboarding processing & reviewing documents prior to submission
Additional tasks as assigned by management

Qualification

Financial Advisor experienceSeries 65Life & Health LicensesMS Office proficiencyLeadership experienceCommunication skillsProactive mentalityClient relationship managementClient onboardingSales report preparationCFP® designation4-year degreeOrganizational skillsTime managementCritical thinkingPositive attitudeAttention to detail

Required

At least 1 year of experience as a Financial Advisor
Series 65 or 7/66 with Life & Health Licenses
Leadership or mentorship experience within financial services
Strong experience with MS Office and the ability to learn new software quickly
Excellent written and verbal communications 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

Preferred

4-year degree in Accounting, Finance or related field
CFP® designation

Benefits

Full medical/dental/vision benefits
401k plan with company match
Generous PTO schedule
11 paid holidays including your birthday

Company

Strategic Wealth Designers

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Strategic Wealth Designers is an independent retirement planning firm focused on safer money strategies & providing an unmatched experience
dateFounded in 2002
location
Indianapolis, Indiana, USA
people-size51-200 employees
web-link
https://www.swdgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Dustin Stanley
Executive Vice President and Partner
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Jordan Schwartz
Partner
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Company data provided by crunchbase