Financial Advisor

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.But growth alone isn’t the goal.Impact is.At Strategic Wealth Designers (SWD), we don’t hire people to fill seats. We hire professionals who take ownership, serve clients at the highest level, and raise the standard for what retirement planning should be.Titles don’t build trust.Relationships and results do.The MissionYou’re not here to chase cold leads or spend your days prospecting.You’re here to guide clients through some of the most important financial decisions of their lives.As a Financial Advisor at SWD, you will partner with the Lead Advisor in your market to serve an established client base and help deliver the level of service, preparation, and financial guidance that defines our firm.Your role centers on three things:Strengthening long-term client relationshipsDelivering thoughtful financial guidance and serviceEnsuring every client interaction reflects the professionalism and care our firm stands forClients trust us with their retirement.Your responsibility is to honor that trust.What Winning Looks LikeYou’ll know you’re succeeding when:Clients feel confident, informed, and supported in their financial decisionsClient meetings are organized, prepared, and productiveService requests are handled quickly and accuratelyAdvisors walk into meetings fully prepared with actionable ways we can continue to enhance the relationshipClient relationships deepen over time Clients trust you enough to bring over future/additional assets and refer their friends and family to come work with youWe don’t measure success by activity alone.We measure it by the strength of the relationships we build and the outcomes our clients achieve.What You’ll Be Responsible ForThe Financial Advisor serves as a relationship manager for an existing group of clients while working alongside the Lead Advisor to deliver planning guidance, service, and preparation support. This role requires ownership, attention to detail, and a commitment to excellent client service. You are responsible for ensuring the client experience is organized, responsive, and professional at every step.Client Relationship ManagementYou will:Work alongside the Lead Advisor to serve new and existing clientsConduct strategy update and annual review meetingsProvide guidance to help clients make informed financial decisions and navigate finances in retirementCommunicate clearly and professionally with clients by phone and in personBuild long-term relationships based on trust and consistencyClients stay because they feel understood and supported.You help make that happen.Client Service & Account ManagementYou will:Handle complex client service requests and resolve issues promptlyProcess account paperwork, beneficiary changes, withdrawals, and reallocationsMaintain detailed CRM records and documentationAssist with onboarding new clients and reviewing documentation prior to submissionReview annuity, life insurance, long-term care, and disability policies to ensure they remain appropriate for client needsAccuracy and follow-through matter.Clients notice both.Meeting Preparation & Advisor SupportYou will:Prepare account summaries and client reports for upcoming meetingsEnsure all meetings have actionable items and discussion points that align with the client’s overall strategy and goalsAssist with client reports, and communicationsPrepare issued accounts and contracts for deliveryShowing up prepared creates confidence, for both clients and advisors. Operational ExecutionYou will:Maintain accurate CRM documentation and notesAssist with internal reporting and data managementEnsure consistent follow-through on client requestsSupport the overall client experience within the officeConsistency builds trust.Trust builds long-term relationships.Minimum RequirementsBachelor’s degree in Accounting, Finance, or related fieldSeries 65 or Series 7/66 licenses with Life & Health licenses2–7 years of experience in financial servicesExperience with investment management and insurance solutionsStrong written and verbal communication skillsExcellent organizational skills and attention to detailAbility to manage multiple priorities and deadlinesA proactive mindset and strong follow-throughPreferred QualificationsCFP® designationExperience with a CRM systemExperience with the Envestnet platformWho You AreYou are someone who:Takes ownership of the client experienceIs highly organized and detail-orientedBuilds trust easily with clientsCommunicates clearly and professionallyFollows through on commitments without remindersThrives in a team environmentIs motivated by helping clients succeedHas a growth mindset (personal and professional)You understand that great financial advice requires more than technical knowledge.It requires preparation, consistency, and care.Who This Is Not ForThis role is not for someone who:Avoids accountability or follow-throughStruggles with organization or time managementPrefers working independently without collaborationIs uncomfortable working directly with clientsIs looking for a purely sales-driven advisory roleWe are looking for professionals who take pride in serving clients and supporting the long-term growth of the firm.Position DetailsCommitment: Full-time, approximately 40 hours per week (8am–5pm), with occasional flexibility due to client meetings or events.Location: 5181 Natorp Blvd., Mason, OH 45040Compensation: Starting salary range: $90,000–$110,000, depending on CFP® certification and experience.Benefits: We offer a comprehensive benefit package designed to support your health, family and growth. Some key offerings:Employer sponsored Medical, Dental & Vision plans along with additional ancillary optionsEmployer match program for 401(k), eligible for both Tradition and Roth accounts$2,500 annual Professional Development budget to support your growthGenerous Paid Time Off package and Company-wide HolidaysOur Core Values:Absolute Ownership: We take full responsibility for outcomes, follow through on our commitments, and solve problems without passing the buck.Selflessness: We put the team and clients first, collaborate openly, and measure success by shared wins, not individual credit. We recognize that our strength lies in unity.Tenaciously Driven: We pursue excellence relentlessly, push past obstacles, and refuse to settle for the status quo.Coachable Mindset: We stay open to feedback, committed to learning, and focused on continuous improvement no matter how skilled or experienced we are.Compassionate Honesty: We speak the truth with empathy, delivering clear, respectful feedback that strengthens trust and relationships.