Job Opportunities


Join Our Team!

Current Job Opportunities with Strategic Wealth Planning - If you are interested in joining our Team Please forward resume via email to SWP@awealthplan.com.

Financial Advisor

Sales and marketing of financial products offered by independent financial services firm. Are you currently employed by a Life Insurance Company or Investment Management Company? Tired of sales restrictions and low payouts? Talk to us about our Team approach to advisory services and how to increase your pay and improve your quality of life! 

 We have the support staff to assist you in making your sales goals and help you in areas you may not be familiar with.

Send us your resume to find out how we can work with you today!

Full Charge Book Keeper/Accountant

Duties will include: preparing payroll and filing appropriate tax forms, maintaining bank accounts & credit card statements and reconciling, accounts payable & receivable, preparing monthly & annual budget for company.

Must have QuickBooks experience. Must live close to Addison, Texas.

Marketing & Client Communications Coordinator

Strategic Wealth Planning seeks individual to provide support for advisers in communication and marketing with clients and potential clients.
 
Ideal candidate will be very outgoing and possess the ability to anticipate the needs of the office in marketing areas and be able to work in team environment. 
 
Position will be responsible for:
 -communications with clients, prospects and professionals
 -marketing campaigns
 -monthly mailings to clients and prospects
 -preparing marketing & presentation packages for clients
 -preparing lists (procuring lists) for direct mail solicitations to prospects
 
Previous marketing experience preferred.