Wealth Management COO

Fort Worth, TX - USA

Monthly Salary: USD 150000 - 250000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Strittmatter Wealth Management Group is actively seeking an extraordinary and seasoned Wealth Management Chief Operations Office for our home office - a true visionary with a proven track record of driving significant growth and leading high-performance teams. You will be playing a key role in scaling out a multi-office boutique RIA.

Job Requirements:

Must have at least 10 years proven management experience in the financial industry Completed a Bachelors degree or higher qualification
Has the following certifications: Certified Financial Planner (CFP) or Series 65 as well as Life and Health Insurance license/s
Extensive knowledge of economic and accounting principles and practices financial markets investments and insurance-based products
Demonstrates exceptional client relationship management skills
Proficient or familiar with financial planning software tools including Redtail CRM recruitment platforms and SharePoint

Job Responsibilities:

Lead mentor and empower a team of financial advisors and support staff to achieve excellence
Drive performance through weekly meetings goal setting and data-driven strategies
Develop and implement branch OKRs to align with company objectives and growth targets
Recruit train and develop top-performing sales talent
Oversee client acquisition onboarding and the full financial planning process
Utilize technology and AI to enhance operational efficiency and client experience
Ensure compliance with all regulatory and company standards
Collaborate on marketing initiatives targeting high-net-worth clients
Support strategic projects and contribute to overall business growth

Why 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 value 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.

Long term career-focused company with unlimited growth opportunities
Competitive compensation with performance-based bonuses.
Comprehensive benefits package including medical dental vision disability and life insurance.
401(k) with company match to support your financial future.
A professional collaborative and growth-oriented work environment.

Why Join Us

To learn more about us and why you should join our team download our brochure: Experience:

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