Wealth Management Advisor

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 an accomplished Wealth Management Advisor 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. $20 million of AUM that could reasonably transition to SWMG is strongly preferred. SWMG provides the infrastructure to help you grow beyond the business you already have.

What Youll 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 Were 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

$20 million in AUM that could reasonably transition to SWMG is strongly preferred

Strong financial planning and investment knowledge

Excellent presentation communication and consultative sales skills

Bachelors 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 Youll 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: $100000$150000

Performance-based compensation

Target OTE: $250000 in Year 1; $500000 in Year 2; $750000 in Year 3; $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. MondayThursday 8:00 AM5:00 PM; Friday 8:00 AM4:00 PM

We look forward to your application.