Associate Financial Advisor | Financial Planning

SWMG•Fort Worth, TX

8d•$70,000 - $85,000•Onsite

About The Position

Strittmatter Wealth Management Group, LLC (SWMG) is hiring an Associate Financial Advisor to provide client-facing financial planning services and support the development of long-term relationships with an established high-net-worth client base. The role involves participating in client meetings, conducting investment reviews and planning meetings, preparing and presenting financial plans and recommendations, and supporting lead advisors. It offers hands-on experience across financial planning, investments, retirement planning, and insurance, with the opportunity to develop into a more holistic financial advisor. SWMG is an independent Registered Investment Advisor established in 2007. The firm specializes in retirement planning, investment management, and business planning for high-net-worth individuals and business owners. Its investment options include alternative investments, private real estate portfolios, and access to institutional managers. This is a full-time, in-person position in Fort Worth, Texas, scheduled Monday through Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM, for 40 hours per week. The base salary is $70,000–$85,000, plus bonuses. The dress code is business professional.

Requirements

At least 3 years of client-facing financial planning experience.
Bachelor's degree or higher.
Active Life and Health Insurance license.
Series 65 license required if the candidate does not hold the CFP® designation.
Strong knowledge of investments, financial markets, retirement planning, insurance, and financial planning principles.
Proficiency in Microsoft Office 365 and Google Workspace.
Strong communication, presentation, organizational, and time-management skills.
Commitment to fiduciary responsibility, ethical conduct, and putting clients first.

Nice To Haves

CFP® certification is preferred.
Familiarity with financial planning software, Redtail CRM, Morningstar, Nitrogen, and Pershing 360.
Experience preparing and presenting comprehensive financial plans and investment recommendations.

Responsibilities

Service and maintain long-term relationships with an established high-net-worth client base.
Participate in client meetings and support lead advisors in delivering financial planning services.
Conduct investment reviews and financial planning meetings with existing clients.
Manage financial plans from preparation through presentation using financial planning tools.
Develop personalized financial plans, investment proposals, and client recommendations.
Conduct investment research and coordinate trading activities and task reviews.
Maintain accurate client records and compliance documentation.
Support educational webinars, seminars, marketing materials, and internal reporting.