Wealth Advisor | Business Development

Wealth Advisor | Business Development Strittmatter Wealth Management Group, LLC Fort Worth, TX Job Details Permanent | Full-time $200,000 - $300,000 a year 16 hours ago Benefits Disability insurance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Life insurance Qualifications Business development management Economics Wealth management Financial sales Investment management advisory services Professional ethics Financial plan development Financial client presentations Research Sales presentations Business development Bachelor's degree Portfolio management advisory services Investment client management Fiduciary duties Financial product expertise Financial concepts Accounting Industry knowledge of financial regulations Sales development Financial goal setting advisory services Business development within finance Client acquisition Life & Health Insurance License Practicing in the securities industry Retirement planning advisory services Consultative selling Financial markets knowledge Full Job Description Job Summary We are looking for 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 Strittmatter Strittmatter 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 Details Location:

Fort Worth, TX Schedule:

Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00

PM Compensation:

$100,000-$150,000 base, target income $300,000

Status:

Full time, 40 plus hours per week

Benefits:

Medical, Dental, Vision, Disability, Life Insurance, PTO, 401k with match Job Responsibilities Conversion of company provided leads and self-generated referrals into clients using our proven sales process Onboarding new clients and overseeing asset transfers before transitioning relationships to the servicing team Primary focus on client conversion and onboarding activities Manage the financial planning process utilizing eMoney Advisor and other planning tools Guide the paraplanner team in plan preparation, portfolio design, and customized recommendations Present financial and investment recommendations to clients Conduct research related to assigned cases and participate in daily trading coordination and task review Ensure compliance documentation and notation standards are met Assist in development of marketing materials and other firm initiatives Job Requirements Minimum five years of financial advisory experience in a client facing role Extensive experience in financial planning Verifiable history of new client conversion and onboarding success Certified Financial Planner designation preferred Life and Health Insurance license required Bachelor's degree or higher Strong knowledge of financial markets, economic and accounting principles, investments, insurance products, and financial planning regulations Proficiency in Microsoft Office, Google Workspace, Redtail CRM, Morningstar, eMoney, and VeoOne preferred Professional consultative sales approach with strong organization, time management, and public speaking abilities Ability to present complex financial concepts in clear, understandable language Commitment to high ethical standards and fiduciary responsibility Why Strittmatter Long term career-focused company with growth opportunities Competitive compensation with performance-based bonuses. Comprehensive benefits package, including medical, dental, vision, disability, and life insurance. We provide a structured Advisor Career Path supported by management, including a strategic marketing plan. 401(k) with company match to support your financial future. A professional, collaborative, and growth-oriented work environment.

Pay:

$200,000.00 - $300,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance

Experience:

financial advisory: 5 years (Preferred)

License/Certification:

CFP (Preferred)

Work Location:

In person