Financial Advisor
Company: Strategic Wealth Designers
Location: Houston
Posted on: June 25, 2022
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Job Description:
What to know what we are like!- Check out our over-the-top
experiences by visiting SWDGroup.com/Careers From Company trips
filled with amazing experiences to world class employees, we are
confident we are unlike any company you've ever worked for
before!
About the Opening
Are you an experienced financial advisor who is tired of the daily
grind of prospecting and trying to uncover new clients/assets
through grassroots marketing and cold calling? Are you looking for
an opportunity to utilize your superior customer service skills and
work one-on-one with clients daily? Would you enjoy working for a
rapidly growing and respected company with unlimited opportunity
for personal development?
Strategic Wealth Designers (SWD) is a full-service financial firm
specializing in assisting clients in or near retirement. Our team
is comprised of advisors, marketers and client relation specialists
who thrive on success and are rewarded for hard work. SWD is a
close-knit company looking for the right person to complement our
team. The ideal candidate for this role will be someone who has the
desire to work in the financial industry long-term and contribute
to the growth of our business by exceeding expectations and
developing a strong working relationship with our clients. The
Financial Advisor we choose will be intelligent, articulate,
pleasant, dependable and brings a great attitude to work every
day.
Job Description
Financial Advisors work closely with the Lead Advisor in a
marketplace to interact with a new and existing regional client
base in order to complete all service requests related to opening
and maintaining financial accounts. This may include but is not
limited to new account paperwork, beneficiary changes/withdrawals,
account reallocations, incoming service calls, database management,
appointment preparation including updating client account summaries
for review meetings, prepping Senior advisors for client meetings,
sales report preparation and preparing issued accounts and
contracts for delivery.
Responsibilities/Tasks:
The Financial Advisor will serve as a relationship manager for an
existing group of clients and will work alongside the Lead Advisor
in the market to provide advice and guidance to help clients
achieve their goals. They will be expected to follow-through
consistently in all efforts, build relationships with prospects and
clients, and help prepare for client appointments. Other daily,
weekly, and/or monthly tasks may include:
Minimum Requirements:
Additional preferred skills:
Commitment: 40 hours per week, 8am-5pm with some flexibility on
days and times due to client appointment and evening event
schedules.
Compensation: Starting salary range is $70,000-90,000 with a 3-year
target compensation of $120,000 which includes bonuses based on new
business generated and having or attaining the CFP - designation.
Also included is full medical/dental/vision benefits, 401k plan
with company match, a generous PTO schedule and 11 paid holidays
including your birthday! Serious applicants only please as we are
looking for a long-term fit. Thanks for your interest!!
Keywords: Strategic Wealth Designers, Houston , Financial Advisor, Accounting, Auditing , Houston, Texas
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here to apply!
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