Experience Matters
Put your experience to work serving clients with a growing, independent wealth management firm.
You’ve developed the expertise. You know how to earn trust. And you understand that exceptional financial advice begins by putting the client first.
Now, you may be ready for an opportunity where you can focus those strengths on meaningful client relationships, sophisticated financial planning, and continued professional growth.
You’ve already proven that you can advise clients.
We’re looking for someone ready to help build relationships. Our firm is seeking an experienced Fiduciary Wealth Advisor to join our Fort Worth team.
Build the Next Chapter of Your Advisory Career
This role is designed for an accomplished, client-facing financial advisor with a demonstrated ability to turn opportunities into long-term client relationships.
You’ll work with company-provided leads and self-generated referrals, guide prospective clients through our established process, develop customized financial strategies, and help new clients transition confidently into the firm.
You bring the expertise and relationships. We provide the support you need to succeed.
If you’re a strong communicator, natural educator, confident presenter, and believe financial advice should always put the client first, we want to meet you.
More Than Financial Planning. Build Relationships That Last.
This is a producing advisor role with a strong focus on client conversion, onboarding, and financial planning.
You’ll have the opportunity to work with prospective and new clients while being supported by a broader wealth management team.
Role Overview: What You’ll Accomplish
- Convert company-provided leads and self-generated referrals into new client relationships using our established sales process.
- Guide new clients through onboarding and oversee asset transfers before transitioning relationships to the servicing team.
- Lead the financial planning process using eMoney Advisor and other planning tools.
- Guide paraplanners in plan preparation, portfolio design, and customized recommendations.
- Present financial planning and investment recommendations clearly and confidently.
- Conduct research related to client cases and participate in trading coordination and task review.
- Maintain thorough compliance documentation and client records.
- Contribute your expertise to marketing initiatives and other firm-wide projects.
Your role is to help clients understand their financial picture, evaluate their options, and confidently move from conversation to action.
Build Your Career With Strittmatter Wealth
Strittmatter Wealth Management Group is an independent Registered Investment Advisor based in downtown Fort Worth, Texas.
Since 2007, we have helped high-net-worth individuals, families, and business owners navigate retirement planning, investment management, business planning, and other important financial decisions.
Our approach is personal, educational, and built around a simple principle:
That applies to our clients, and to the people who choose to build their careers here.
Expertise matters. Character matters just as much.
Who are we looking for? The right advisor for this role combines technical financial knowledge with the ability to connect with people.
You know how to listen before recommending. You can make complex financial concepts understandable. And you understand that earning a client’s trust is a responsibility, not simply a sales objective.
You May Be a Strong Fit If You Have:
- At least five years of financial planning experience in a client-facing role
- A verifiable history of successfully converting and onboarding new clients
- A bachelor’s degree or higher
- A current Life and Health Insurance license
- Strong knowledge of financial markets, investments, insurance, economic principles, accounting concepts, and financial planning regulations
- A professional, consultative approach to business development
- Strong organization and time-management abilities
- Excellent presentation and public-speaking skills
- The ability to translate complex financial concepts into clear, understandable guidance
- A demonstrated commitment to ethical standards and fiduciary responsibility
- CFP® certification is preferred.
Experience with Redtail CRM, Morningstar, eMoney, and VeoOne is also preferred, but not required.
“Strittmatter Wealth is for those looking for a home that they can rely on and trust. A place that they know that they won’t have to make changes five years from now, that they can stay with for generations to come.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Take the Next Step
Your next career opportunity may begin with one conversation.
Complete the application below to be considered for the Fiduciary Wealth Advisor position at Strittmatter Wealth Management Group.
Clients Who Appreciate Your Expertise
What really matters is that you're here.
Your wealth deserves more than a financial advisor.
It deserves someone who understands what is behind it. Your family. Your ambitions and concerns. Your responsibilities. And the legacy you hope to leave.
If you are looking for a more thoughtful, coordinated approach to managing significant wealth, we invite you to begin with a private conversation.
No pressure. No obligation. Just an opportunity to learn what matters to you, and whether Strittmatter Wealth may be the right partner for what comes next.
Let’s Talk About What Your Wealth Can Make Possible.
