Client-Facing Financial Planner—Grow into Holistic Advisor

Strittmatter Wealth Management Group; Fort Worth (TX); Presencial; USD 70.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) with company match

Descripción de la vacante

Strittmatter Wealth Management Group, LLC is seeking a full-time Financial Planning Associate to deepen client relationships and lead planning conversations in an in-person Fort Worth setting. You will gain hands-on experience by presenting recommendations and developing holistically integrated financial plans for high-net-worth clients.

The role emphasizes client service, collaborative work with lead advisors, and growth into a comprehensive advisor capability, with a base salary and

Formación

• 3+ years of client-facing financial planning experience.
• Bachelor's degree or higher.
• Active Life and Health Insurance license.
• CFP certification preferred; Series 65 license required if CFP not held.
• Strong knowledge of investments, financial markets, retirement planning, insurance, and financial planning principles.
• Proficiency in Microsoft Office 365 and Google Workspace.
• Strong communication, presentation, organizational, and time-management skills.
• Commitment to fiduciary responsibility, ethical conduct, and putting clients first.

Responsabilidades

• Service and maintain long-term relationships with an established high-net-worth client base.
• Participate in client meetings and support lead advisors in delivering financial planning services.
• Conduct investment reviews and financial planning meetings with existing clients.
• Manage financial plans from preparation through presentation using financial planning tools.
• Develop personalized financial plans, investment proposals, and client recommendations.
• Conduct investment research and coordinate trading activities and task reviews.
• Maintain accurate client records and compliance documentation.
• Support educational webinars, seminars, marketing materials, and internal reporting.

Conocimientos

Client-facing experience

Communication skills

Presentation skills

Time management

Proficiency in Office 365 & Google

Educación

Bachelor's degree or higher

Active Life and Health Insurance license

CFP certification preferred

Series 65 license if no CFP

Herramientas

Redtail CRM

Morningstar

Nitrogen

Pershing 360

Descripción del empleo

Strittmatter Wealth Management Group, LLC is seeking a full-time Financial Planning Associate to deepen client relationships and lead planning conversations in an in-person Fort Worth setting. You will gain hands-on experience by presenting recommendations and developing holistically integrated financial plans for high-net-worth clients.

The role emphasizes client service, collaborative work with lead advisors, and growth into a comprehensive advisor capability, with a base salary and