Wealth Management Advisor
$100k - $150kSWMG
Job Description
Job Description
Job Summary
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.
About Strittmatter
Strittmatter Wealth Management Group, LLC (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.
Why This Opportunity Is Different
- Warm Leads and a Growth Platform
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.
- Technology That Reduces Friction
Our CRM, planning, portfolio, digital onboarding, and workflow systems are designed to make the advisor more productive and provide a consistent client experience.
- Bring Your Relationships. Build Your Future
This role is designed for an advisor with an established practice. $20 million+ of AUM that could reasonably transition to SWMG is strongly preferred. SWMG provides the infrastructure to help you grow beyond the business you already have.
What You'll Do
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
What We're Looking For
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
CFP® certification and RIA experience are preferred.
What You'll Receive
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
Medical, dental, vision, disability, and life insurance; PTO; and 401(k) with company match.
Compensation & Earnings Potential
Base Compensation: $100,000–$150,000
Performance-based compensation
Target OTE: $250,000 in Year 1; $500,000 in Year 2; $750,000 in Year 3; $1,000,000 in Year 4.
Defined opportunity to build a high-earning, scalable wealth management practice.
OTE is performance-based, is not guaranteed, and depends on achievement of defined production and business-development objectives.
Who Thrives Here
Has already built meaningful client relationships and a book of business
Wants qualified opportunities without giving up entrepreneurial growth
Enjoys presenting advice and building long-term trust
Values technology and operational leverage
Wants to spend more time advising and less time on administrative work
Is motivated by production and long-term career growth.
Work Location & Schedule
- Fort Worth, TX - In person. Monday–Thursday, 8:00 AM–5:00 PM; Friday, 8:00 AM–4:00 PM
We look forward to your application.
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