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Senior Financial Advisor HNW Client & Onboarding
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-03-04
Listing for:
Strittmatter Wealth Management Group, LLC.
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A boutique Registered Investment Advisor in Fort Worth, TX is seeking a seasoned Financial Advisor to attract high net worth clients. Responsibilities include managing client conversions and onboarding processes, guiding financial planning, and presenting investment recommendations. Ideal candidates should have a minimum of five years of financial planning experience, relevant certifications, and strong knowledge of financial markets. The role offers competitive compensation, comprehensive benefits, and a growth-oriented environment.
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Position Requirements
10+ Years
work experience
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