Senior Financial Advisor (Client Servicing)
$95k - $105kStrittmatter Wealth Management Group
Job Description Senior Financial Advisor – Passionate about helping clients make informed financial decisions and building lasting relationships. This role offers an experienced advisor the chance to work with an established client base, practice a fiduciary approach, and pursue a long‑term career path within a growing RIA. About Us Strittmatter Wealth Management Group (SWMG) is a boutique Registered Investment Advisor serving high‑net‑worth individuals and business owners. Founded in 2007, we specialize in retirement planning, investment management, and business planning. Location Fort Worth, TX (In‑Person) Compensation $95,000 - $105,000 Base Salary + Bonuses Benefits Medical, Dental, Vision, Disability, Life Insurance 401(k) with Company Match Paid Time‑Off Schedule Monday‑Thursday 8:00 AM‑5:00 PM, Friday 8:00 AM‑4:00 PM What You'll Do Service our existing client‑base Conduct financial planning and investment review meetings Collaborate with senior advisors to deliver comprehensive planning solutions Develop financial plans and customized recommendations using financial planning software Present planning strategies and investment recommendations to clients Conduct case‑specific research Coordinate trading activities and client service tasks Maintain compliance and documentation standards Support client education initiatives, seminars, webinars, and marketing efforts What We're Looking For 8 to 10 years of client‑facing financial planning or overall wealth management experience Strong financial planning skills CFP® designation preferred Series 65 required if CFP® designation is not held Life & Health Insurance License required Bachelor's degree required Strong knowledge of financial planning, investments, retirement planning, insurance, and wealth management strategies Excellent presentation, communication, and relationship‑building skills Ability to explain complex financial concepts in a clear and engaging manner Strong organizational skills and attention to detail Commitment to fiduciary standards and putting clients first Why Join Strittmatter Wealth Management Group Defined long‑term career growth path Competitive salary plus performance‑based bonus opportunities Comprehensive benefits package 401(k) with company match Professional, collaborative, and team‑oriented culture #J-18808-Ljbffr Strittmatter Wealth Management Group
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