Job summary
Job post source
This job is directly from Strategic Wealth Designers
Job overview
The Financial Advisor role at Strategic Wealth Designers involves managing client relationships and supporting retirement planning, contributing to the company's growth and client success.
Responsibilities and impact
The Financial Advisor will work closely with the Lead Advisor to manage client accounts, provide financial advice, prepare reports, update client profiles, and assist with onboarding and appointment preparation to support client goals and company revenue.
Compensation and benefits
The position offers a base salary of $100,000-$125,000 plus bonuses and CFP® incentives, full medical/dental/vision benefits, 401k with company match, generous PTO, and 11 paid holidays including a birthday holiday.
Experience and skills
Candidates must have at least 5 years of Financial Advisor experience, Series 65 or 7/66 with Life & Health licenses, leadership or mentorship experience, strong MS Office skills, and excellent communication; a 4-year degree, CFP® designation, and Salesforce experience are preferred.
Career development
The role offers opportunities for personal and professional growth within a rapidly growing company, including leadership and mentorship roles.
Work environment and culture
Strategic Wealth Designers promotes a collaborative, close-knit environment focused on client-first retirement planning and values positive attitudes and consistent follow-through.
Company information
Strategic Wealth Designers is a full-service financial firm with 18 U.S. locations and nearly 100 employees, founded 23 years ago to improve retirement planning standards.
Team overview
The Financial Advisor will join a team led by a Lead Advisor, working closely with them to manage and grow client relationships in a regional market.
Job location and travel
The position is based in Dallas, TX at 12377 Merit Drive with a Monday-Friday schedule and some flexibility for client appointments and evening events.
Unique job features
The job offers a unique opportunity to avoid cold calling by focusing on client service and relationship management in a respected, growing company with incentives for CFP® designation.
Company overview
Strategic Wealth Designers is a financial advisory firm specializing in wealth management, retirement planning, and investment strategies. They generate revenue through advisory fees, asset management charges, and financial planning services. Founded with a mission to provide personalized financial solutions, the company has grown by focusing on client-centric approaches and leveraging market insights. Key historical milestones include expanding their service offerings and establishing a strong reputation for customer satisfaction and trust.
How to land this job
Tailor your resume to highlight your 5+ years of financial advisory experience, leadership or mentorship roles, and proficiency with Series 65 or 7/66 licenses plus Life & Health licenses to align with Strategic Wealth Designers' requirements.
Emphasize your ability to build and maintain client relationships, manage client portfolios, and your expertise in client onboarding, account management, and financial strategy updates, reflecting the daily responsibilities in the job description.
Apply through multiple channels including Strategic Wealth Designers' corporate career page at SWDGroup.com/Careers and LinkedIn to maximize your application visibility.
Connect with current employees or team members in the financial advisory division at Strategic Wealth Designers on LinkedIn; start conversations by complimenting their recent posts about client success stories or asking about their experience working in a collaborative environment.
Optimize your resume for ATS by incorporating keywords such as 'financial advisor,' 'client relationship management,' 'Series 65,' 'leadership,' 'CRM,' 'client onboarding,' and 'financial planning' to ensure it passes initial automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify the best places to apply, and find LinkedIn contacts to network with, saving time and increasing your chances of landing the Financial Advisor role at Strategic Wealth Designers.
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