strittmatterwealth

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 accomplished Wealth Managers who has built an advisory practice and wants a platform that provi

Want to be part of a team where your work is valued and your potential matters? Build your career with an established wealth management firm that values professionalism, operational excellence, and long-term team development. This position offers the opportunity to develop your skills and expand you

Want to be part of a team where your work is valued and your potential matters? Build your career with an established wealth management firm that values professionalism, operational excellence, and long-term team development. This position offers the opportunity to develop your skills and expand you

Turn your insurance sales experience into a comprehensive wealth management career. Ready to go beyond insurance sales? Build on your existing sales and relationship-management skills while expanding into investments, retirement planning, and comprehensive wealth management. SWMG provides the traini

We are seeking a skilled Power BI Developer to develop and optimize business applications, automate workflows, and build reporting solutions that improve advisor productivity and operational efficiency within our wealth management firm. This role will focus on Dynamics 365 customization, Power Autom

Build deeper client relationships. Strengthen your planning expertise. Grow into a more holistic advisor. Ready to take your financial advisory career to the next level? Step into a more immersive advisory role where you'll work directly with clients, lead financial planning conversations, and gain

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 Assistant. This full-time role is ideal for a professional who thrives in a structu

Strittmatter Wealth Management Group (SWMG) is seeking a driven and detail-oriented Financial Planning graduate to join our Advisor Apprenticeship Program. This multi-year career track is designed for individuals committed to becoming high-performing financial advisors. The program begins with hands

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

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,