Wealth Manager

SWMG; 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 tech stack

Paraplanning, investment, operations,

Structured Advisor Career Path and dev

Comprehensive benefits: medical, PTO,

Job summary

Strittmatter Wealth Management Group (SWMG) is a growing, technology-forward Registered Investment Advisor in Fort Worth, TX. We seek accomplished Wealth Managers who have built an advisory practice and want a platform with qualified leads, planning resources, and operational support to grow.

SWMG offers a warm-leads growth platform, modern technology, and a structure to scale your client relationships while maintaining fiduciary responsibility and high service standards.

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.
• Bachelor's degree or higher; Life/Health license; securities licenses.
• CFP certification and RIA experience 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 relationships

High-net-worth clients

Financial planning knowledge

Presentation skills

Time management

CFP certification

Securities licenses

Life/Health Insurance license

RIA experience

Education

Bachelor's degree or higher

Tools

N/A

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

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. 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


• 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

We look forward to your application.