Financial Advisor | Financial Planning & Client Service

We are seeking an seasoned Financial Advisor to service our existing high net worth client base. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who demonstrates the highest integrity and a consistent commitment to putting clients first. This role is designed for an experienced advisor who values long term client relationships and wants a defined career path within a growing independent RIA.

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: $85,000-$95,000 base salary plus revenue bonus
Status: Full time, 40 hours per week
Dress Code: Business Professional
Benefits: Medical, Dental, Vision, Disability, Life Insurance, 401k with match

Job Responsibilities

• Service an established client base
• Meet with new clients to support the lead advisor in delivering financial planning services
• Conduct investment update and financial planning review meetings with existing clients
• Manage the financial planning process from start to finish using eMoney Advisor and other planning tools
• Prepare financial plans, customized recommendations, and investment proposals
• Present strategies and recommendations clearly and professionally to clients
• Conduct case specific research and coordinate daily trading activities and task reviews
• Ensure compliance documentation standards are met
• Assist with marketing materials, webinars, seminars, weekly trackers, and policy updates

Job Requirements

• At least 10 years of financial planning experience in a client facing role
• Certified Financial Planner designation preferred
• Series 65 license required if CFP designation is not held
• Life and Health Insurance license required
• Bachelor's degree or higher
• Strong knowledge of financial markets, economic and accounting principles, investments, insurance products, and regulatory standards
• Proficiency in Microsoft Office 365 and Google Workspace
• Knowledge in Redtail CRM, Morningstar, eMoney, Nitrogen, and Pershing 360 preferred
• Strong organizational and time management skills with the ability to present complex topics 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.
• 401(k) with company match to support your financial future.
• A professional, collaborative, and growth-oriented work environment.

Job Types: Full-time, Permanent

Pay: $85,000.00 - $95,000.00 per year

Benefits:

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

Experience:

• financial planning or advisory: 10 years (Preferred)

License/Certification:

• CFP or Series 65 (Preferred)

Work Location: In person