Wealth Manager

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

PTO

401(k) with company match

Job summary

Strittmatter Wealth Management Group in Fort Worth, TX, seeks an accomplished Wealth Manager to join a growth-focused platform serving high-net-worth clients. You will leverage qualified leads, modern technology, and a supportive team to grow your advisory practice.

The role emphasizes a fiduciary standard, robust financial planning, and relationship-building with clients while providing marketing and operations support to let you focus on clients and growth.

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.
• 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.

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 experience

Financial advisory

Book of business management

Financial planning

Investment knowledge

Presentation skills

Communication skills

Sales skills

Fiduciary responsibility

Time management

Relationship development

Education

Bachelor's degree or higher

Life and Health Insurance license

Securities registrations/licenses

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 accomplished Wealth Managers 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

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.

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

This role is designed for an advisor with an established practice. 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
• 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

• 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

Salary: $200000 - $300000 per year