Wealth Management Advisor

SWMG•Fort Worth, TX

3d•$100,000 - $150,000•Onsite

About The Position

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. 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.

Requirements

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
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

Nice To Haves

CFP® certification and RIA experience are preferred.

Responsibilities

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