Wealth Management Advisor

Strittmatter Wealth Management Group

Fort Worth (TX)

On-site

USD 100,000 - 150,000

Full time

8 days ago

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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

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
Technology That Reduces Friction
Bring Your Relationships. Build Your Future

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

What You'll Receive

CFP® certification and RIA experience are preferred.
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