SWMG

Job OverviewWe are seeking a professional and results-oriented Prospect Appointment Setter to engage prospective clients through outbound calls and schedule qualified appointments with our financial advisors. The role focuses on building rapport understanding prospect interest and eff

Job OverviewWe are seeking a professional and results-oriented Prospect Appointment Setter to engage prospective clients through outbound calls and schedule qualified appointments with our financial advisors. The role focuses on building rapport understanding prospect interest and eff

Job SummaryStrittmatter 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 an accomplished Wealth Management Advisor who has built an advisory practice and wan

Job SummaryStrittmatter 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 an accomplished Wealth Management Advisor who has built an advisory practice and wan

Job SummaryStrittmatter Wealth Management Group (SWMG) is looking for experienced insurance professionals who want to expand from insurance sales into comprehensive wealth management. If you have proven relationship-building and consultative sales skills SWMG provides the training tec

Job SummaryStrittmatter Wealth Management Group (SWMG) is looking for experienced insurance professionals who want to expand from insurance sales into comprehensive wealth management. If you have proven relationship-building and consultative sales skills SWMG provides the training tec

Program OverviewTitle: Strittmatter Wealth Management Client Event InternCompensation: $20 Per Hour Location: Fort Worth office and venue locations around DFWDriving: This requires driving to locations around DFWHours: Flexible: 10-15 Hours Per Week Tuesdays and Thursday from 5-8pm F

Program OverviewTitle: Strittmatter Wealth Management Client Event InternCompensation: $20 Per Hour Location: Fort Worth office and venue locations around DFWDriving: This requires driving to locations around DFWHours: Flexible: 10-15 Hours Per Week Tuesdays and Thursday from 5-8pm F

Job SummaryOur growing wealth management firm is seeking an experienced Financial Planning Manager to lead our overseas Paraplanning team. This individual will be responsible for managing team performance ensuring the timely delivery of high-quality financial plans developing team mem

Job SummaryOur growing wealth management firm is seeking an experienced Financial Planning Manager to lead our overseas Paraplanning team. This individual will be responsible for managing team performance ensuring the timely delivery of high-quality financial plans developing team mem

Job Summary:We are seeking an experienced and detail-oriented Legal Assistant to support our estate planning practice. This role works closely with advisors attorneys and clients to prepare estate planning documents manage case files coordinate client communications and ensure a smoot

Job Summary:We are seeking an experienced and detail-oriented Legal Assistant to support our estate planning practice. This role works closely with advisors attorneys and clients to prepare estate planning documents manage case files coordinate client communications and ensure a smoot

Job description:We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions while building lasting relationships. This is an excellent opportunity for an advisor who enjoys working with an established client base val

Job description:We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions while building lasting relationships. This is an excellent opportunity for an advisor who enjoys working with an established client base val

Job SummaryThe Business Systems Administrator serves as the operational backbone of our technology ecosystem. This individual will support advisors and staff administer key systems improve workflows maintain data integrity assist with automation initiatives and help implement new tech

Job SummaryThe Business Systems Administrator serves as the operational backbone of our technology ecosystem. This individual will support advisors and staff administer key systems improve workflows maintain data integrity assist with automation initiatives and help implement new tech

Strittmatter Wealth Management Group (SWMG) is seeking a driven and detail-oriented Financial Planning graduate to join our Advisor Apprenticeship Program. This multi-year career track is designed for individuals committed to becoming high-performing financial advisors. The program be

Strittmatter Wealth Management Group (SWMG) is seeking a driven and detail-oriented Financial Planning graduate to join our Advisor Apprenticeship Program. This multi-year career track is designed for individuals committed to becoming high-performing financial advisors. The program be

Job OverviewStrittmatter Wealth Management Group is seeking an experienced and professional Telemarketer to support our marketing this role you will contact prospective individuals generated through our firms marketing efforts including educational seminars webinars events referrals

Job OverviewStrittmatter Wealth Management Group is seeking an experienced and professional Telemarketer to support our marketing this role you will contact prospective individuals generated through our firms marketing efforts including educational seminars webinars events referrals

Job Summary:We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice. This role works closely with advisors attorneys and clients to prepare estate planning documents manage case files coordinate client communications and ensure a smooth plan

Job Summary:We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice. This role works closely with advisors attorneys and clients to prepare estate planning documents manage case files coordinate client communications and ensure a smooth plan