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Wealth Management Advisor Branch Manager Jobs (NOW HIRING)

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$200K - $300K/yr

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 ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and ...

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$200K - $300K/yr

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 ...

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Wealth Management Advisor Branch Manager information

What is a wealth management advisor branch manager?

A Wealth Management Advisor Branch Manager is a financial professional who oversees a branch of wealth management advisors, ensuring that clients receive high-quality financial planning and investment services. This role combines leadership and management responsibilities with direct client interaction, guiding both the branch team and clients in achieving their financial goals. The Branch Manager is often responsible for recruiting, training, and developing advisors, as well as setting sales targets and maintaining compliance with industry regulations. They also may handle complex client portfolios and help develop strategies for asset growth and risk management.

What does a wealth management advisor branch manager do?

A Wealth Management Advisor Branch Manager is responsible for both providing financial advice to clients and overseeing the branch's team of advisors and support staff. Balancing these roles requires effective time management, as client meetings, portfolio reviews, and personalized financial planning must be integrated with coaching team members, setting performance goals, and ensuring compliance with regulatory standards. Many managers dedicate specific days or time blocks to client work and others to branch operations, leveraging strong communication and delegation skills. This dual focus not only enhances client satisfaction but also fosters a high-performing, collaborative team environment.

What are the key skills and qualifications needed to thrive as a wealth management advisor branch manager?

To thrive as a Wealth Management Advisor Branch Manager, you need a robust background in financial planning, investment management, and regulatory compliance, typically supported by a bachelor's degree in finance or business and relevant licenses such as FINRA Series 7, 63, or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Exceptional leadership, interpersonal communication, and client relationship-building skills set top performers apart in this role. These skills and qualifications are vital for ensuring regulatory adherence, delivering superior client service, and driving branch growth and profitability.

What is the difference between Wealth Management Advisor Branch Manager vs Financial Advisor?

AspectWealth Management Advisor Branch ManagerFinancial Advisor
CredentialsCFP, Series 7, 66/65, state licensesCFP, Series 7, 66/65, state licenses
Work EnvironmentBranch office, team management, client meetingsIndividual client meetings, financial planning
Employer & IndustryBank or financial services firm, retail bankingIndependent or firm-based, financial planning firms
Primary FocusManaging branch operations & client relationshipsProviding personalized financial advice & planning

The Wealth Management Advisor Branch Manager oversees branch operations and manages client relationships within a banking or financial services environment. In contrast, a Financial Advisor primarily focuses on providing personalized financial planning and investment advice to individual clients. While both roles require similar certifications and work in the financial industry, the Branch Manager has additional responsibilities related to branch management and team oversight.

What cities are hiring for Wealth Management Advisor Branch Manager jobs?

Cities with the most Wealth Management Advisor Branch Manager job openings:

What states have the most Wealth Management Advisor Branch Manager jobs?

States with the most job openings for Wealth Management Advisor Branch Manager jobs include:

What are popular job titles related to Wealth Management Advisor Branch Manager jobs?

For Wealth Management Advisor Branch Manager jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Advisor Branch Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Wealth Management Advisor

Fort Worth, TX • On-site

Strittmatter Wealth Management Group, LLC.
Finance and Insurance • 1 - 10 employees
Learn more about Strittmatter Wealth Management Group, LLC.external

$500K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

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
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