Lead 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 roles. We hire pace‑setters 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.

You’re not here to sit behind a desk or simply manage accounts.

You’re here to lead client relationships, guide individuals through critical financial decisions, serve as the face of SWD in your market, and maintain long‑term relationships with existing clients through ongoing financial guidance and planning.

This is a hybrid role that combines the responsibilities of both a Lead Advisor and Financial Advisor. In addition to working with prospective clients and driving new business growth, you will also actively manage and service an existing book of approximately 100 client relationships while continuing to onboard and support new clients as they join the firm.

• Conduct approximately four speaking nights (two events) per month
• Meet with prospective clients generated through company events and seminars
• Service and maintain an existing client base
• Build long‑term relationships with newly acquired clients through ongoing planning and financial guidance

Your role centers on four things:

• Building trust with new and prospective clients
• Delivering strategic ongoing financial guidance to existing clients
• Driving firm growth through new client acquisition
• Maintaining strong long‑term client relationships through proactive service and planning

Clients trust us with their retirement.

Your responsibility is to earn, maintain, and strengthen that trust over time.

You’ll know you’re succeeding when:

• Your speaking events result in appointments with prospective clients and those appointments result in prospective clients becoming clients
• New clients feel confident, informed, and supported in their decisions
• Prospects convert into long‑term client relationships
• Financial strategies are clearly communicated and implemented
• Client meetings are structured, professional, and impactful
• You consistently meet or exceed production goals
• You represent the firm with confidence in both one‑on‑one and group settings
• You effectively balance new business development with ongoing service responsibilities for existing clients
• Existing clients feel supported, informed, and proactively guided throughout their relationship with the firm
• You successfully maintain and grow an existing book of approximately 150 client households while continuing to onboard new clients
• You consistently execute successful speaking engagements and educational events that generate qualified appointments and long‑term client relationships
• You build lasting relationships that result in long‑term retention, referrals, and continued client confidence

We don’t measure success by activity alone.

We measure it by the outcomes our clients achieve and the relationships we build.

• Prepare client reports and strategy summaries to support client and prospect meetings
• Complete appointment dictations and maintain detailed CRM notes
• Ensure all client interactions are documented accurately

Preparation creates confidence, for both you and the client.

• Speak to groups of prospective clients at retirement planning courses, dinner seminars and other company events
• Conduct approximately 4 speaking nights (two events) per month
• Represent the firm professionally in all public‑facing interactions
• Build relationships with prospective clients and…