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Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
$75,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Are you a veteran advisor with a track record for attracting and providing advice to high net worth clients ? LEAD CERTIFIED FINANCIAL PLANNER™ / RIA Only Firm. Provide a high level of customer service in a calm, courteous and professional manner.
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The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm’s high net worth clients. The Regional Vice President is responsible for growing our RIA referral platform.
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The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Proven time management and organizational skills in high volume, high energy environments. Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
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We only work with high net worth and ultra high net worth individuals, their families, and their multimillion and billion dollar enterprises. Assisting with the onboarding of new high-net-worth clients.
$75,000 - $100,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. This role is also ideal for a professional from captive insurance companies seeking more robust investment and insurance solutions for their high-net worth clientele, with an a bove market, highly competitive payout.
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The Tax Director will provide tax compliance and tax consulting services for middle market businesses and high net worth individuals with a heavy concentration in Trusts and Estates.
$180,000 - $260,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
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We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families. Onboarding of new High Net Worth clientele.
$75,000 - $90,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Regional Vice President (Northern California - Bay Area) Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
$100,000 - $150,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Regional Vice President (Minneapolis/St. Paul) Job Category : Sales. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams.
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Job Description The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities.
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Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
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