Financial Planner
Strittmatter Wealth Management Group, Fort Worth, TX, United States
We are seeking a seasoned Financial Planner 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.
Location: Downtown Fort Worth, TX
Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM
Compensation: $75,000-$85,000 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
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
Minimum three years of financial planning experience in a client facing role
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, Google Workspace, 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.
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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.
Location: Downtown Fort Worth, TX
Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM
Compensation: $75,000-$85,000 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
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
Minimum three years of financial planning experience in a client facing role
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, Google Workspace, 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.
#J-18808-Ljbffr