About this role
Apply at Strittmatter
Build deeper client relationships. Strengthen your planning expertise. Grow into a more holistic advisor.
Step into a more immersive advisory role where you'll work directly with clients, lead financial planning conversations, and gain hands-on experience that prepares you to become a more well-rounded financial advisor.
This role offers hands-on experience in client-facing financial planning, giving you the opportunity to champion client relationships, present recommendations, and develop the skills needed to become a more well-rounded financial advisor.
About SWMG
Strittmatter Wealth Management Group, LLC is a boutique independent Registered Investment Advisor established in 2007. We specialize in retirement planning, investment management, and business planning for high-net-worth individuals 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.
Why Join SWMG?
- Established Client Relationships: Focus on client servicing and comprehensive financial planning
- Hands-on Client Experience: Participate in client meetings, present recommendations, and take an active role in managing client relationships
- Competitive Compensation and Benefits: Receive a base salary, revenue-based bonuses, and a comprehensive benefits package
- Career Growth: Develop your skills and build a long-term career within an independent wealth management firm
- Grow Into a Holistic Advisor: Build expertise across financial planning, investments, retirement, and insurance to strengthen your advisory capabilities
- Professional Development and CFP Reimbursement: Receive support for continued professional development, including CFP exam reimbursement, subject to applicable terms and conditions
- Collaborative and Professional Work Culture: Join a team that values collaboration, open communication, mutual respect, and professionalism in a supportive environment
Key Responsibilities
Service and maintain long-term relationships with an established high-net-worth client base
Participate in client meetings and support lead advisors in delivering financial planning services
Conduct investment reviews and financial planning meetings with existing clients
Manage financial plans from preparation through presentation using financial planning tools
Develop personalized financial plans, investment proposals, and client recommendations
Conduct investment research and coordinate trading activities and task reviews
Maintain accurate client records and compliance documentation
Support educational webinars, seminars, marketing materials, and internal reporting
Required Qualifications
At least 3 years of client-facing financial planning experience
Bachelor's degree or higher
CFP certification preferred
Series 65 license required if you do not hold the CFP designation
Strong knowledge of investments, financial markets, retirement planning, insurance, and financial planning principles
Proficiency in Microsoft Office 365 and Google Workspace
Strong communication, presentation, organizational, and time-management skills
Commitment to fiduciary responsibility, ethical conduct, and putting clients first
Preferred Experience
- Active Life and Health Insurance license preferred
- Familiarity with financial planning software, Redtail CRM, Morningstar, Nitrogen, and Pershing 360
- Experience preparing and presenting comprehensive financial plans and investment recommendations
Ready to Continue Growing Your Financial Advisory Career?
If you enjoy working directly with clients and want to deepen your financial planning expertise while growing into a more comprehensive advisory role, we encourage you to apply.