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Wealth Management COO
Wealth Management COOSWMG • Fort Worth, TX, US
Wealth Management COO

Wealth Management COO

SWMG • Fort Worth, TX, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

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 :

  • Lead, mentor, and empower a team of financial advisors and support staff to achieve excellence
  • Drive performance through weekly meetings, goal setting, and data-driven strategies
  • Develop and implement branch OKRs to align with company objectives and growth targets
  • Recruit, train, and develop top-performing sales talent
  • Oversee client acquisition, onboarding, and the full financial planning process
  • Utilize technology and AI to enhance operational efficiency and client experience
  • Ensure compliance with all regulatory and company standards
  • Collaborate on marketing initiatives targeting high-net-worth clients
  • Support strategic projects and contribute to overall business growth

    • 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.

  • Long term career-focused company with unlimited growth opportunities
  • Competitive compensation with performance-based bonuses.
  • Comprehensive benefits package, including medical, dental, vision, disability, and life insurance.
  • 401(k) with company match to support your financial future.
  • A professional, collaborative, and growth-oriented work environment.

    • 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

    Job Posted by ApplicantPro

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