Assistant Wealth Management Advisor Jobs (NOW HIRING)

Job SummaryStrittmatter 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 StrittmatterStrittmatter 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 DifferentWarm Leads and a Growth PlatformSWMG 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 FrictionOur 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 FutureThis 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 DoMeet 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 relationshipsPresent comprehensive wealth management recommendations covering investments, retirement, tax, insurance, and long-term planningLead prospective clients through discovery, solutions, and onboardingOversee asset transitions and help clients implement recommendationsConduct ongoing client review and planning meetingsIdentify opportunities to deepen existing relationships and generate referralsPartner with paraplanners, portfolio management, operations, marketing, and client serviceUse SWMG technology and workflows to manage prospects and client relationshipsParticipate in seminars, educational events, and marketing initiativesWhat We're Looking For5+ years of client-facing financial advisory experienceProven ability to attract, convert, and retain high-net-worth clientsDemonstrated experience managing an established book of business$20 million+ in AUM that could reasonably transition to SWMG is strongly preferredStrong financial planning and investment knowledgeExcellent presentation, communication, and consultative sales skillsBachelor's degree or higherLife and Health Insurance licenseAppropriate securities registrations/licensesClean compliance recordStrong organization and time managementCommitment to fiduciary responsibility and high ethical standardsCFP® certification and RIA experience are preferred.What You'll ReceiveCompany-generated warm leads through seminars, educational events, digital marketing, referrals, and other campaignsModern CRM, financial planning, portfolio management, digital onboarding, and workflow technologyParaplanning, investment, operations, marketing, and client service supportStructured Advisor Career Path and professional developmentMedical, dental, vision, disability, and life insurance; PTO; and 401(k) with company match.Compensation & Earnings PotentialBase Compensation: $100,000–$150,000Performance-based compensationTarget 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 HereHas already built meaningful client relationships and a book of businessWants qualified opportunities without giving up entrepreneurial growthEnjoys presenting advice and building long-term trustValues technology and operational leverageWants to spend more time advising and less time on administrative workIs motivated by production and long-term career growth.Work Location & ScheduleFort Worth, TX - In person. Monday–Thursday, 8:00 AM–5:00 PM; Friday, 8:00 AM–4:00 PMWe look forward to your application. 
Job Posted by ApplicantPro