SWMG Lead Advisor Career Path™

Career Growth Matters

Are you tired of being held back by your current broker dealer / bank? Are you a top producer with a strong record for new client acquisition?

Many financial advisors are limited by their firm’s options for their clients and their own career growth. At SWMG, we have built a career path for the frustrated broker dealer / bank advisor. Our Lead Advisor Career Path is designed to provide career growth options with maximum income growth potential and partnership opportunity.

Lead Advisor Career Path


Meet with a SWMG Career Advisor to determine the steps towards your next career move


Onboard with SWMG


Use your sales skills to build your client base from SWMG provided leads


Choose to remain Lead Advisor or become a Servicing Advisor or New Business Development Advisor


Partner once you meet production and time requirements


Retirement: Sell your equity stake back to the firm at market value

“The SWMG Lead Advisor Career Path™ is a unique opportunity for experienced advisors to make the leap of independence to a Registered Investment Advisor and accelerate the growth of their career path.”

Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer


Getting to Know SWMG

SWMG is an independent, SEC Registered Investment Advisor. As CERTIFIED FINANCIAL PLANNERS™ and fiduciaries, we provide financial planning and expert investment advice to help our clients achieve their financial goals and objectives. We also offer our clients real estate investing, business brokerage and insurance through our sister companies.


Apprenticeship - Get to Know SWMG
Apprenticeship - SWMG Career Benefits​

SWMG Career Benefits

SWMG provides outstanding benefits including:

  • Competitive Salary
  • Great Benefits
  • Production Payouts
  • Work-Life Balance
  • Career Development
  • Education Reimbursement

At Strittmatter, YOU matter.

Ready to get started?

Get in touch for more details! A qualified team member will be in touch within 24 business hours to answer your questions.