Senior Wealth Advisor — Warm Leads, Tech-Driven Growth

Strittmatter Wealth Management Group, LLC.; 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

PTO

401(k) with company match

Job summary

Strittmatter Wealth Management Group, LLC, a boutique Registered Investment Advisor in Fort Worth, TX, is seeking an accomplished Wealth Management Advisor with an established book of business to leverage company-generated leads and cutting-edge technology for growth.

You will present comprehensive wealth plans, manage client relationships, and oversee transitions while collaborating with a strong team and paraplanners to deliver exceptional service.

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.
• Strong financial planning and investment knowledge.
• Excellent presentation, communication, and consultative sales skills.
• Life and Health Insurance license
• Appropriate securities registrations/licenses
• Clean compliance record
• Strong organization and time management
• Commitment to fiduciary responsibility and high ethical standards

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 relationship mgmt

Presentation skills

Communication

Sales

Education

Bachelor's degree or higher

CFP certification preferred

Job description

Strittmatter Wealth Management Group, LLC, a boutique Registered Investment Advisor in Fort Worth, TX, is seeking an accomplished Wealth Management Advisor with an established book of business to leverage company-generated leads and cutting-edge technology for growth.

You will present comprehensive wealth plans, manage client relationships, and oversee transitions while collaborating with a strong team and paraplanners to deliver exceptional service.