Associate Financial Advisor | Financial Planning
About The Position
Strittmatter Wealth Management Group, LLC (SWMG) is hiring an Associate Financial Advisor to work directly with clients and strengthen their financial planning expertise. The role supports and leads client-facing planning conversations, helps manage established high-net-worth client relationships, presents recommendations, and develops skills for a more holistic advisory career. 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. It offers investment options including alternative investments, private real estate portfolios, and access to institutional managers. This is a full-time, in-person position in Fort Worth, Texas, with a 40-hour workweek. The schedule is Monday through Thursday, 8:00 a.m. to 5:00 p.m., and Friday, 8:00 a.m. to 4:00 p.m. 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 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.
Benefits
- Medical, dental, vision, disability, and life insurance.
- 401(k) with company match.
- Base salary plus revenue-based bonuses.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
