strittmatterwealth
Estate Planning Paralegal
Job Summary: We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice. This role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage case files, coordinate client communications, and ensure a smooth planning and
Manager, Financial Planner
Job Summary Our growing wealth management firm is seeking an experienced Financial Planning Manager to lead our overseas Financial Planning team. This individual will be responsible for managing team performance, ensuring the timely delivery of high-quality financial plans, developing team members,
Wealth Management Advisor
Job Summary Strittmatter Wealth Management Group (SWMG) is a growing, technology-forward Registered Investment Advisor serving high-net-worth individuals, families, and business owners. We are looking for an accomplished Wealth Management Advisor who has built an advisory practice and wants a platfo
Insurance Advisor
Job Summary Strittmatter Wealth Management Group (SWMG) is looking for experienced insurance professionals who want to expand from insurance sales into comprehensive wealth management. If you have proven relationship-building and consultative sales skills, SWMG provides the training, technology, pla
Administrative Operations Assistant | Wealth Management Firm
Are you looking for a long-term career where you can grow, contribute meaningfully, and be part of a high performing team? Strittmatter Wealth Management Group, LLC is seeking a driven, detail oriented Administrative Operations Assistant to join our Operations Apprenticeship program. This full-time