SWMG Jobs in United States

Branch Manager · A visionary leader with a proven track record of driving growth and leading high-performance teams. · Leverage financial planning software tools like Redtail CRM to streamline operations. · Responsibilities include: · ...

Investment Operations Specialist · Support our financial advisory firm's operations with a highly organized Investment Operations Specialist. · Manage account-related processes · Handle documentation · ...

Event Planning Associate · Fast growing financial planning and investment management firm is looking for an Event Planning Associate. This extraordinary person would be extremely personable, charming, and well organized. They should exhibit the highest integrity and a reputation ...

We are seeking a highly organized, personable, and creative Events Specialist to join our growing team. This role is perfect for someone who enjoys coordinating professional events, thrives on connecting with people, and takes pride in delivering exceptional client experiences. · ...

We are seeking a highly organized person to join our growing team. · ...

About Strittmatter Wealth Management Group · We are seeking a highly organized personable creative Events Specialist with experience in event planning hospitality or marketing Excellent communication interpersonal public speaking skills strong organizational multitasking problem ...

Job Description · Meet with existing clients for investment update and financial planning review meetings. · Prepare customized financial recommendations using eMoney and other financial planning software. · ...

Financial Advisor Role Overview · The ideal candidate will be extremely personable, charming, a natural teacher and dynamic speaker/presenter. · They should exhibit high integrity and put clients first in their service. · ...

Paraplanner Apprenticeship · A career in financial planning awaits at Strittmatter Wealth Management Group (SWMG), where they are seeking detail-oriented Paraplanners for their Advisor Apprenticeship Program. · This multi-year program offers unlimited growth potential and teaches ...

Job Description · We are seeking a skilled Financial Copywriter who understands FINRA compliance guidelines. · Create high quality written content for various platforms · E nsure all materials comply with FINRA guidelines · ...

We are seeking a skilled and detail-oriented Financial Copywriter with a strong understanding of FINRA compliance guidelines. · Create high quality written content for websites, newsletters, brochures, email campaigns and social media platforms. · Ensure all written materials com ...

We are looking for an Event Planning Associate to join our team. The ideal candidate will have experience in event planning and be able to work independently as well as collaboratively within a team environment. · Plan, coordinate and attend seminars, webinars, classes and client ...

We are looking for a seasoned financial advisor to service our existing client base. This person would be extremely personable, charming and a natural teacher/presenter with the highest integrity and reputation for putting the client first. · ...

We are seeking an enthusiastic and detail-oriented Paraplanner for a career in our Advisor Apprenticeship Program. · ...

Operations Analyst · We are seeking a highly organized individual to support our operations team. · The ideal candidate has strong administrative experience and excellent communication skills. · Proven experience in account management or client support · ...

As an Event Planning Associate with Swmg, you will play a key role in planning and coordinating seminars, webinars, classes, and client events located in and around Fort Worth. You will work closely with our Events Team to create professional events that meet high quality standar ...

About the job · We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling ...

We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. · ...

We are an established financial planning and investment firm seeking a seasoned Financial Advisor to service and support our existing high net worth client base. · Meet with existing clients for investment updates and financial planning review meetings · Support new client meetin ...

Investment Operations Specialist · We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related pr ...