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 wants a platform that provides qualified leads, modern technology, planning resources, and operational support so the advisor can focus on clients and growth.
What You'll DoMeet 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 We're Looking For5+ 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
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
CFP® certification and RIA experience are preferred.
What You'll ReceiveCompany-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 PotentialBase Compensation: $100,000-$150,000
Performance-based compensation
Target OTE: $250,000 in Year 1; $500,000 in Year 2; $750,000 in Year 3; $1,000,000 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 HereHas 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. Monday-Thursday, 8:00 AM-5:00 PM; Friday, 8:00 AM-4:00 PM
We look forward to your application.
