Wealth Management Advisor: Growth Platform & Warm Leads

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

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.