Wealth Management Advisor

strittmatterwealth; Fort Worth (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Warm leads through seminars and events

Modern CRM and planning technology

Paraplanning and operations support

Structured Advisor Career Path

Benefits: medical, dental, vision; PTO

Job summary

Strittmatter Wealth Management Group (SWMG) is seeking a seasoned Wealth Management Advisor to join our Fort Worth, TX team. The role focuses on meeting with high-net-worth clients, converting qualified leads, and delivering comprehensive investment, retirement, tax, and long-term planning recommendations.

You will guide clients through discovery, solutions, and onboarding, oversee asset transitions, and conduct ongoing reviews.

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.
• >$20 million in AUM that could reasonably transition to SWMG is strongly preferred.
• Strong financial planning and investment knowledge.
• Excellent presentation, communication, and consultative sales skills.
• Bachelor’s degree or higher.
• 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.
• CFP certification and RIA experience are preferred.

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 management

Financial advisory sales

Communication skills

Time management

Fiduciary responsibility

Ethical standards

Education

Bachelor’s degree or higher

CFP certification preferred

Tools

CRM software

Financial planning software

Job description

Job Summary

Strittmatter Wealth Management Group (SWMG) is a growing, technology-forward Registered Investment Advisor serving high-net-worth individuals, families, and business owners. We are looking for an accomplished Wealth Management Advisor who has built an advisory practice and wants a platform that provides qualified leads, modern technology, planning resources, and operational support so the advisor can focus on clients and growth.

About Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients 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.

Why This Opportunity Is Different

• Warm Leads and a Growth Platform

SWMG invests in marketing and lead generation so advisors can work qualified opportunities instead of relying exclusively on cold prospecting. Advisors can continue developing their existing natural market and referral relationships while receiving company-generated opportunities.

• Technology That Reduces Friction

Our CRM, planning, portfolio, digital onboarding, and workflow systems are designed to make the advisor more productive and provide a consistent client experience.

• Bring Your Relationships. Build Your Future

This role is designed for an advisor with an established practice. $20 million+ of AUM that could reasonably transition to SWMG is strongly preferred. SWMG provides the infrastructure to help you grow beyond the business you already have.

What You’ll Do

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

What We’re Looking For

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

$20 million+ in AUM that could reasonably transition to SWMG is strongly preferred

Strong financial planning and investment knowledge

Excellent presentation, communication, and consultative sales skills

Bachelor’s degree or higher

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

CFP® certification and RIA experience are preferred.

What You’ll Receive

Company-generated warm leads through seminars, educational events, digital marketing, referrals, and other campaigns

Modern CRM, financial planning, portfolio management, digital onboarding, and workflow technology

Paraplanning, investment, operations, marketing, and client service support

Structured Advisor Career Path and professional development

Medical, dental, vision, disability, and life insurance; PTO; and 401(k) with company match.

Compensation & Earnings Potential

Base Compensation: $100,000-$150,000

Performance-based compensation

Target OTE: $250,000 in Year 1; $500,000 in Year 2; $750,000 in Year 3; $1,000,000 in Year 4.

Defined opportunity to build a high-earning, scalable wealth management practice.

OTE is performance-based, is not guaranteed, and depends on achievement of defined production and business-development objectives.

Who Thrives Here

Has already built meaningful client relationships and a book of business

Wants qualified opportunities without giving up entrepreneurial growth

Enjoys presenting advice and building long-term trust

Values technology and operational leverage

Wants to spend more time advising and less time on administrative work

Is motivated by production and long-term career growth.

Work Location & Schedule

• Fort Worth, TX - In person. Monday-Thursday, 8:00 AM-5:00 PM; Friday, 8:00 AM-4:00 PM