Branch Manager (Wealth Management)

Fort Worth, TX - USA

Monthly Salary: USD 200000 - 300000

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Job description:

We are seeking a highly driven and strategic Branch Manager to lead our wealth management team and support the ongoing growth of our financial advisory this role you will mentor and develop financial advisors guide performance through structured goals and weekly coaching and drive the execution of branch OKRs aligned with company objectives. You will oversee client acquisition onboarding and the full financial planning process while ensuring compliance with regulatory standards.

About Strittmatter Wealth Management Group
Founded in 2007 SWMG is a boutique Registered Investment Advisor based in downtown Fort Worth. We specialize in retirement planning investment management and business planning for 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.

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

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.

Job Type: Full-time

Required Experience:

Manager

Job description:We are seeking a highly driven and strategic Branch Manager to lead our wealth management team and support the ongoing growth of our financial advisory this role you will mentor and develop financial advisors guide performance through structured goals and weekly coaching and drive t...