Associate Financial Advisor | Financial Planning

Strittmatter Wealth Management Group; Fort Worth (TX); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) with company match

Job summary

Strittmatter Wealth Management Group, LLC is seeking a full-time Financial Planning Associate to deepen client relationships and lead planning conversations in an in-person Fort Worth setting. You will gain hands-on experience by presenting recommendations and developing holistically integrated financial plans for high-net-worth clients.

The role emphasizes client service, collaborative work with lead advisors, and growth into a comprehensive advisor capability, with a base salary and

Qualifications

• 3+ years of client-facing financial planning experience.
• Bachelor's degree or higher.
• Active Life and Health Insurance license.
• CFP certification preferred; Series 65 license required if CFP not held.
• Strong knowledge of investments, financial markets, retirement planning, insurance, and financial planning principles.
• Proficiency in Microsoft Office 365 and Google Workspace.
• Strong communication, presentation, organizational, and time-management skills.
• Commitment to fiduciary responsibility, ethical conduct, and putting clients first.

Responsibilities

• Service and maintain long-term relationships with an established high-net-worth client base.
• Participate in client meetings and support lead advisors in delivering financial planning services.
• Conduct investment reviews and financial planning meetings with existing clients.
• Manage financial plans from preparation through presentation using financial planning tools.
• Develop personalized financial plans, investment proposals, and client recommendations.
• Conduct investment research and coordinate trading activities and task reviews.
• Maintain accurate client records and compliance documentation.
• Support educational webinars, seminars, marketing materials, and internal reporting.

Skills

Client-facing experience

Communication skills

Presentation skills

Time management

Proficiency in Office 365 & Google

Education

Bachelor's degree or higher

Active Life and Health Insurance license

CFP certification preferred

Series 65 license if no CFP

Tools

Redtail CRM

Morningstar

Nitrogen

Pershing 360

Job description

Build deeper client relationships. Strengthen your planning expertise. Grow into a more holistic advisor.

Ready to take your financial advisory career to the next level? Step into a more immersive advisory role where you'll work directly with clients, lead financial planning conversations, and gain hands‑on experience that prepares you to become a more well‑rounded financial advisor.

This role offers hands‑on experience in client‑facing financial planning, giving you the opportunity to champion client relationships, present recommendations, and develop the skills needed to become a more well‑rounded financial advisor.

Position Details

Location: Fort Worth, TX | In Person

Schedule: Monday–Thursday, 8:00 AM–5:00 PM; Friday, 8:00 AM–4:00 PM

Compensation: $70,000–$85,000 base salary plus bonuses

Employment Type: Full‑time, 40 hours per week

Benefits: Medical, Dental, Vision, Disability, and Life insurance; 401(k) with company match

Dress Code: Business professional

About SWMG

Strittmatter Wealth Management Group, LLC is an independent Registered Investment Advisor established in 2007. We specialize in retirement planning, investment management, and business planning for high‑net‑worth individuals and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.

Key Responsibilities

• Service and maintain long‑term relationships with an established high‑net‑worth client base


• Participate in client meetings and support lead advisors in delivering financial planning services


• Conduct investment reviews and financial planning meetings with existing clients


• Manage financial plans from preparation through presentation using financial planning tools


• Develop personalized financial plans, investment proposals, and client recommendations


• Conduct investment research and coordinate trading activities and task reviews


• Maintain accurate client records and compliance documentation


• Support educational webinars, seminars, marketing materials, and internal reporting

Required Qualifications

• At least 3 years of client‑facing financial planning experience


• Bachelor's degree or higher


• Active Life and Health Insurance license


• CFP® certification preferred; Series 65 license required if you do not hold the CFP® designation


• Strong knowledge of investments, financial markets, retirement planning, insurance, and financial planning principles


• Proficiency in Microsoft Office 365 and Google Workspace


• Strong communication, presentation, organizational, and time‑management skills


• Commitment to fiduciary responsibility, ethical conduct, and putting clients first

Preferred Experience

• Familiarity with financial planning software, Redtail CRM, Morningstar, Nitrogen, and Pershing 360


• Experience preparing and presenting comprehensive financial plans and investment recommendations

Why Join SWMG?

• Hands‑on Client Experience: Participate in client meetings, present recommendations, and take an active role in managing client relationships


• Grow Into a Holistic Advisor: Build expertise across financial planning, investments, retirement, and insurance to strengthen your advisory capabilities


• Established Client Relationships: Focus on client servicing and comprehensive financial planning


• Collaborative and Professional Work Culture: Join a team that values collaboration, open communication, mutual respect, and professionalism in a supportive environment


• Career Growth: Develop your skills and build a long‑term career within an independent wealth management firm


• Competitive Compensation and Benefits: Receive a base salary, revenue‑based bonuses, and a comprehensive benefits package

Ready to Grow Your Financial Advisory Career?

If you enjoy working directly with clients and want to deepen your financial planning expertise while growing into a more comprehensive advisory role, we encourage you to apply.

Salary: $70000 - $85000 per year