Wealth Manager

SWMG•Fort Worth, TX

5d•Onsite

About The Position

Strittmatter Wealth Management Group (SWMG), a boutique, technology-forward Registered Investment Advisor in Fort Worth, Texas, is seeking an accomplished Wealth Manager with an established advisory practice. The role is designed for an advisor who has built meaningful client relationships and wants to grow with company-generated qualified leads, modern technology, planning resources, and operational support while continuing to develop an existing book of business and referral relationships. SWMG has been in business since 2007 and serves high-net-worth individuals, families, and business owners, specializing in retirement planning, investment management, and business planning. As an independent investment firm, it offers investment options that may not be available at many other firms, including alternative investments, private real estate portfolios, and access to institutional managers. The Wealth Manager will advise prospective and existing clients, develop comprehensive wealth management recommendations, convert opportunities into long-term relationships, oversee implementation, and conduct ongoing reviews. The advisor will work with paraplanning, investment, operations, marketing, and client service teams, and use the firm's CRM, planning, portfolio, digital onboarding, and workflow systems. The position is in person in Fort Worth, with hours 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. Target OTE is $250,000 in Year 1, $500,000 in Year 2, $750,000 in Year 3, and $1,000,000 in Year 4. OTE is not guaranteed and depends on meeting defined production and business-development objectives.

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/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 insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Paid time off (PTO)
401(k) with company match
Professional development
Company-generated warm leads
Modern CRM, financial planning, portfolio management, digital onboarding, and workflow technology
Paraplanning, investment, operations, marketing, and client service support
Structured Advisor Career Path