Financial Advisor | Planning and Client Servicing

SWMG • Fort Worth, TX

2d

About The Position

Strittmatter Wealth Management Group, LLC (SWMG), a boutique independent Registered Investment Advisor established in 2007, is hiring a Financial Advisor to work directly with clients and develop deeper client relationships through comprehensive financial planning and client servicing. The role provides hands-on experience leading planning conversations, participating in client meetings, presenting recommendations, and supporting lead advisors in serving an established high-net-worth client base.

The Financial Advisor will prepare and manage financial plans from preparation through presentation, develop personalized investment proposals and recommendations, conduct investment reviews and research, and coordinate trading activities and task reviews. The position also supports client recordkeeping and compliance documentation, educational webinars and seminars, marketing materials, and internal reporting. The role offers a path to broaden expertise across financial planning, investments, retirement, and insurance within a collaborative and professional wealth management firm.

SWMG specializes in retirement planning, investment management, and business planning for high-net-worth individuals and business owners. The firm offers investment options including alternative investments, private real estate portfolios, and access to institutional managers. Compensation includes a base salary and revenue-based bonuses, along with a comprehensive benefits package. The firm also supports professional development, including CFP® exam reimbursement subject to applicable terms and conditions.

Requirements

• At least 3 years of client-facing financial planning experience.
• Bachelor's degree or higher.
• 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.
• Active Life and Health Insurance license 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

• Base salary and revenue-based bonuses.
• Comprehensive benefits package.
• Professional development support, including CFP® exam reimbursement subject to applicable terms and conditions.
• Career growth within an independent wealth management firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level