SWMG Jobs in United States

Financial Advisor · We are a seasoned financial planning and investment firm seeking an experienced Financial Advisor to serve our high net worth client base. · The ideal candidate will be passionate about comprehensive financial planning, investment strategy, and delivering exce ...

We are seeking an Events Specialist to join our team. · At Strittmatter Wealth Management Group, we specialize in retirement planning and investment management for high-net-worth clients. Our boutique firm offers unique investment options including alternative investments and pri ...

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. · ...

Paraplanner Apprenticeship · At Strittmatter Wealth Management Group (SWMG), we are seeking a detail-oriented and enthusiastic Paraplanner to join our Advisor Apprenticeship Program. · participate in investment research and be part of the Investment Committee Team, · prepare repo ...

We are seeking a seasoned Financial Advisor to service and deepen relationships within 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 demonstra ...

Events Specialist · This position entails coordinating seminars, webinars, classes and client events in Fort Worth. · Seminars and Events: · Plan and coordinate logistics including scheduling speakers and managing attendees · Attend live events ensuring smooth execution · ...

Financial Advisor (Producer) · We are seeking a seasoned Financial Advisor with a demonstrated track record of attracting, converting, and advising high net worth clients. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educa ...

About the Role · 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. This role is ideal for an experienced advisor who is passionate about comprehensive financial plannin ...

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. · ...

Job Title: · Financial Planner · About Us: · Founded in 2007 SWMG is a boutique Registered Investment Advisor based downtown Fort Worth. · ...

Financial Advisor · A seasoned financial advisor is sought to service Strittmatter Wealth's existing client base. This role requires an extraordinary individual with exceptional interpersonal skills, a natural ability to teach and present complex topics in simple terms. · Key Res ...

SWMG · Title: Financial Advisor · Subtitle: Financial Advisor (Servicing Advisor) · Job Details · Time: Full Time Position with expected 40+ hours per week in Fort Worth office · Salary and bonus - $100k to $125K plus production bonus plus revenue growth bonus · Dress Code: Busin ...

Events Specialist · We are seeking an organized and creative Events Specialist to join our team. · About Strittmatter Wealth Management Group (SWMG) · Plan seminars, webinars, classes, and client events in Fort Worth. Confirm event attendees using scripts and schedule consultatio ...

Event Planning Associate Position at SWMG · Fort Worth, TX · We're looking for an Event Planning Associate to join our team in Fort Worth, TX. · Job Responsibilities: · Plan and coordinate seminars, webinars, classes, and client events. · Create professional event materials with ...

Financial Advisor · We are seeking an experienced Financial Advisor to service and deepen relationships with our high net worth clients. · Passionate about financial planning and investing · Natural educator with excellent presentation skills · About Strittmatter Wealth Managemen ...

Paraplanner Apprenticeship · A pathway to success for individuals looking to become financial advisors. · Prepare financial plans and recommendations for clients. · Participate in investment research and join the Investment Committee Team. · ...

Role Overview · We seek a highly driven and strategic Branch Manager to lead our wealth management team, supporting the growth of our financial advisory practice. · About SWMG · A boutique Registered Investment Advisor based in downtown Fort Worth, founded in 2007. We specialize ...

Lead Events Planning · We seek a highly organized and personable Lead to manage our events. The ideal candidate must be able to handle multiple tasks while maintaining a professional presence. · Strittmatter Wealth Management Group is a boutique financial firm in Fort Worth, Texa ...

Join our team at SWMG as an Events Planning Lead and take charge of managing events that showcase our expertise in financial planning and investment management. You will be responsible for coordinating seminars, webinars, educational classes, and client appreciation events throug ...

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 d ...