About this role
Senior Financial Advisor (Client Servicing) at Strittmatter Wealth Management Group. Location: Fort Worth, Texas, United States. Role: servicing clients, conducting reviews, developing plans Requirements: 8+ years client-facing financial planning or wealth management experience; CFP preferred, Series 65 or CFP required, life & health insurance license required; Bachelor's degree required; strong planning, investment, retirement, insurance knowledge and communication skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, series 65, life & health insurance Commitment: Full Time Workplace: Onsite Languages: English