Client-Facing Financial Planner to Holistic Advisor

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

Benefits offered by this job

Medical

Dental

Vision

Disability

Life insurance

401(k) with company match

Job summary

Strittmatter Wealth Management Group, LLC is seeking a client-facing financial advisor in Fort Worth to deepen relationships and lead planning conversations. This full-time, in-person role offers hands-on client experience, opportunities to present recommendations, and growth toward becoming a well-rounded advisor.

You will manage financial plans, coordinate investments, and support webinars and marketing efforts as part of a collaborative team.

Qualifications

• At least 3 years of client-facing financial planning experience.
• Bachelor's degree or higher.
• Active Life and Health Insurance license.
• CFP® preferred; Series 65 license required if CFP® not held.
• Strong knowledge of investments, markets and retirement planning.
• Proficient in Microsoft Office 365 and Google Workspace.
• Excellent communication, presentation, organizational, and time management skills.
• Commitment to fiduciary responsibility and client-first service.

Responsibilities

• Service and maintain long-term relationships with a 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 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

Communication skills

Time management

Organizational skills

Presentation skills

Education

Bachelor's degree or higher

Tools

Microsoft Office 365

Google Workspace

Job description

Strittmatter Wealth Management Group, LLC is seeking a client-facing financial advisor in Fort Worth to deepen relationships and lead planning conversations. This full-time, in-person role offers hands-on client experience, opportunities to present recommendations, and growth toward becoming a well-rounded advisor.

You will manage financial plans, coordinate investments, and support webinars and marketing efforts as part of a collaborative team.