Wealth Management COO

Job Description

Job Description

Strittmatter Wealth Management Group is actively seeking an extraordinary and seasoned Wealth Management Chief Operations Office for our home office - a true visionary with a proven track record of driving significant growth and leading high-performance teams. You will be playing a key role in scaling out a multi-office, boutique RIA.

Job Requirements :

• Must have at least 10 years proven management experience in the financial industry Completed a Bachelor's degree or higher qualification
• Has the following certifications : Certified Financial Planner (CFP) or Series 65 as well as Life and Health Insurance license / s
• Extensive knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products
• Demonstrates exceptional client relationship management skills
• Proficient or familiar with financial planning software tools including Redtail CRM, recruitment platforms and SharePoint

Job Responsibilities :

Why Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high value clients 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 Us

To learn more about us and why you should join our team, download our brochure : strittmatterwealth.com / wp - content / uploads / 2024 / 06 / WHY -SWMG-Careers-web_compressed.pdf

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