Strategic Wealth Partners (SWP) is a comprehensive wealth management firm headquartered in Independence, OH. We are a rapidly growing firm that has made the Inc 5000 for the last 4 consecutive years and intend on continuing our upward growth trajectory into the distant future.
We offer a unique opportunity for the motivated, hungry, and driven advisor:
Proven track record of taking advisors from $0 to $1 million in production within 5 years
A turn-key marketing system to get you in front of qualified prospects paid for by SWP
A systematized sales process that will help you to efficiently convert prospects to clients
A support team to help you on every step along the way – including a full financial planning department
Sales training that is top-rated in our industry
Competitive payouts and benefits
Starting salary commensurate with experience that allows you to focus on the fundamentals without being desperate to close a sale
Series 65 or 7 & 66 (or alternatively possess one of these designations for an exemption – CFP, CFA, PFS, CIC, ChFC)
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.