Wealth Management Advisor

SWMG•Fort Worth, TX

1d•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 invests in marketing and lead generation so advisors can work qualified opportunities instead of relying exclusively on cold prospecting. Advisors can continue developing their existing natural market and referral relationships while receiving company-generated opportunities. Our CRM, planning, portfolio, digital onboarding, and workflow systems are designed to make the advisor more productive and provide a consistent client experience. This role is designed for an advisor with an established practice. SWMG provides the infrastructure to help you grow beyond the business you already have.

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
RIA experience

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