Wealth Manager

SWMG • Fort Worth, TX

7d • $200 - $300 • Onsite

About The Position

Strittmatter Wealth Management Group (SWMG), a boutique Registered Investment Advisor based in Fort Worth, Texas, is seeking a Wealth Manager with an established advisory practice. The firm serves high-net-worth individuals, families, and business owners and offers advisors qualified leads, modern technology, planning resources, and operational support to help them focus on clients and business growth. SWMG has operated since 2007 and specializes in retirement planning, investment management, and business planning, including alternative investments, private real estate portfolios, and access to institutional managers.

The Wealth Manager will develop prospective opportunities and manage long-term client relationships, delivering comprehensive advice across investments, retirement, tax, insurance, and long-term planning. The role is in person in Fort Worth, with a schedule of Monday through Thursday, 8:00 AM–5:00 PM, and Friday, 8:00 AM–4:00 PM. Base compensation is $100,000–$150,000, with performance-based compensation and stated target OTE figures that are not guaranteed.

Requirements

• At least 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.
• 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 or 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 their 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.

Benefits

• Medical, dental, vision, disability, and life insurance.
• PTO.
• 401(k) with company match.
• Company-generated warm leads through seminars, educational events, digital marketing, referrals, and other campaigns.
• Modern CRM, financial planning, portfolio management, digital onboarding, and workflow technology.
• Paraplanning, investment, operations, marketing, and client service support.
• Structured Advisor Career Path and professional development.

What This Job Offers

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