Senior Wealth Advisor — High-Net-Worth Growth & Leads

Strittmatter Wealth Management Group; Fort Worth (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Paid time off

401(k) with company match

Job summary

Strittmatter Wealth Management Group, a Fort Worth, TX-based, technology-forward RIA, seeks an accomplished Wealth Management Advisor who has built an advisory practice and wants a platform with qualified leads, modern planning resources, and strong operational support.

You will meet with prospective and existing clients to understand goals, present comprehensive wealth recommendations, lead onboarding, oversee asset transitions, and collaborate with paraplanners, portfolio management,

Qualifications

• 5+ years of client-facing financial advisory experience.
• Proven ability to attract, convert, and retain high-net-worth clients.
• Demonstrated experience managing an established book of business.

Responsibilities

• Meet with prospective and existing clients to understand goals, priorities, and financial needs.
• Convert qualified company-generated leads and self-generated opportunities into long-term client relationships
• Present comprehensive wealth management recommendations covering investments, retirement, tax, insurance, and long-term planning
• Lead prospective clients through discovery, solutions, and onboarding
• Oversee asset transitions and help clients implement recommendations
• Conduct ongoing client review and planning meetings
• Identify opportunities to deepen existing relationships and generate referrals
• Partner with paraplanners, portfolio management, operations, marketing, and client service
• Use SWMG technology and workflows to manage prospects and client relationships
• Participate in seminars, educational events, and marketing initiatives

Skills

Client-facing

Lead generation

Presentation

Communication

Sales skills

Time management

Fiduciary responsibility

Education

Bachelor’s degree or higher

Life and Health Insurance license

Securities registrations/licenses

CFP certification (preferred)

Tools

CRM software

Financial planning software

Job description

Strittmatter Wealth Management Group, a Fort Worth, TX-based, technology-forward RIA, seeks an accomplished Wealth Management Advisor who has built an advisory practice and wants a platform with qualified leads, modern planning resources, and strong operational support.

You will meet with prospective and existing clients to understand goals, present comprehensive wealth recommendations, lead onboarding, oversee asset transitions, and collaborate with paraplanners, portfolio management,