Strittmatter Wealth Management Group · 19 hours ago
Branch Manager (Wealth Management)
Fort Worth,TX,US
Full-time
Onsite
Director/Executive
$200K/yr - $300K/yr
10+ years expStrittmatter Wealth Management Group is a boutique Registered Investment Advisor specializing in retirement planning and investment management for high-net-worth clients. They are seeking a highly driven and strategic Branch Manager to lead their wealth management team, mentor financial advisors, and oversee client acquisition and the financial planning process while ensuring compliance with regulatory standards.
FinanceFinancial ServicesWealth Management
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
Qualification
Required
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
Benefits
Comprehensive benefits package, including medical, dental, vision, disability, and life insurance.
401(k) with company match to support your financial future.
Company
Strittmatter Wealth Management Group
Strittmatter Wealth Management Group provides financial planning, investment management, and financial education services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase