Wealth Manager: Growth Platform & High-Net-Worth Clients

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

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.