Wealth Advisor (Producer)

Job Description

Job Description

We are seeking a seasoned Wealth Advisor with a demonstrated track record of attracting, converting, and advising high net worth clients. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who upholds the highest level of integrity and consistently puts the client first.About StrittmatterStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown 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.Position DetailsLocation: Fort Worth, TXSchedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PMCompensation: $100,000-$150,000 base, target income $300,000Status: Full time, 40 hours per weekBenefits: Medical, Dental, Vision, Disability, Life Insurance, PTO, 401k with matchJob ResponsibilitiesConversion of company provided leads and self-generated referrals into clients using our proven sales processOnboarding new clients and overseeing asset transfers before transitioning relationships to the servicing teamPrimary focus on client conversion and onboarding activitiesManage the financial planning process from start to finish utilizing eMoney Advisor and other planning toolsGuide the paraplanner team in plan preparation, portfolio design, and customized recommendationsPresent financial and investment recommendations to clientsConduct research related to assigned cases and participate in daily trading coordination and task reviewEnsure compliance documentation and notation standards are metAssist in development of marketing materials and other firm initiativesJob RequirementsMinimum five years of financial planning experience in a client facing roleVerifiable history of new client conversion and onboarding successCertified Financial Planner designation preferredLife and Health Insurance license requiredBachelor's degree or higherStrong knowledge of financial markets, economic and accounting principles, investments, insurance products, and financial planning regulationsProficiency in Microsoft Office, Google Workspace, Redtail CRM, Morningstar, eMoney, and VeoOne preferredProfessional consultative sales approach with strong organization, time management, and public speaking abilitiesAbility to present complex financial concepts in clear, understandable languageCommitment to high ethical standards and fiduciary responsibilityWhy StrittmatterLong term career-focused company with growth opportunitiesCompetitive compensation with performance-based bonuses.Comprehensive benefits package, including medical, dental, vision, disability, and life insurance.401(k) with company match to support your financial future.A professional, collaborative, and growth-oriented work environment.

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