Lead Financial Advisor

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!

We're growing and we're looking to provide the right Lead Financial Planning Advisor with the opportunity of a Lifetime! We provide all the prospects for you, as you focus on helping families at the firm!

About the Opening

Are you a caring and energetic individual that loves meeting directly with high net-worth clients who are in or near retirement? Do you enjoy interacting with people, speaking in front of sizeable audiences and building financial plans that provide a safe and secure retirement for families in the Raleigh area ? Would you enjoy working for a growing, prestigious company in a fun, team environment?

At Strategic Wealth Designers in our Raleigh, North Caroline office, we are a close-knit company looking for the right person to serve as the Lead Financial Advisor for our newest market expansion. We love working with people who bring a great attitude to work every day. This person will have a drive to succeed and a dynamic personality. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at every level.

Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant will be provided a full calendar of high-quality, high net-worth leads to be able to help. For the right candidate the income opportunity is unlimited.

We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers and client relation specialists. We thrive on success and reward hard work.

Serious applicants only please. We are looking for a long-term fit.

• A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible.
• A resume.
• Three references with contact information.

Skills & Experience Required:

• Ability to work independently, good time management and critical thinking
• Superior client relations skills
• Proficiency in Microsoft Office Suite
• Strong Interpersonal Skills
• Effective communications and persuasive ability
• Excellent organizational skills
• Ability to work independently with high-level productivity
• Willingness to learn new programs.

Duties & Responsibilities

• Preparing, presenting and implementing customized comprehensive financial plans and portfolios
• Providing financial planning services and technical advice to clients in all areas, including investment planning, insurance planning, tax planning, retirement planning
• Develop, manage and retain client relationships
• Interact with high net worth individuals
• Apply and communicate complex financial planning concepts based on client's situation
• Demonstrate an ability to speak publicly to groups in excess of 100 at times. (Proper training provided to the right candidate)
• Directing and overseeing plan production for client planning matters

NOTE:

This position requires ZERO cold-calling, chasing down every friend you have ever met or any kind of knocking on doors. Our Marketing Team will provide you with all leads from numerous lead sources. The firm will bring on 40 Million in new assets in April alone and is excited about finding the right Lead Financial Planning Advisor to join our incredible team.

Recognized as one of Inc5000's Fastest Growing Companies of 2020, we are excited to share with you what makes SWD so special!

Minimum Requirements

• Bachelor's Degree
• Series 65 or Series 66, Health and Life Insurances Required
• CFP Desired but not required
• 2 Years Prior experience working in financial industry
• Strong organization, prioritization and management skills
• Strong mathematical and analytical skills
• Excellent verbal and written communication skills

Position Details

Commitment: Full Time Lead Advisor

Compensation: Salary is unlimited and to be discussed with the right candidates. Plus full medical & dental benefits and a generous retirement benefit plan. All Holidays off. Other amazing benefits discussed with the right candidates.

Job Type: Full-time

Pay: $100,000.00 - $500,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Work Location:

• One location

Work Remotely:

• No