Wealth Relationship Associate

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.

At Strategic Wealth Designers (SWD), we don’t hire to fill seats. We hire people who move the needle. We set a high bar and expect you to raise it. We measure ourselves by results and build systems that scale rather than excuses that justify misses. We value discipline, extreme ownership and real outcomes.

Titles don’t impress us. Outcomes do.

The Mission

You are not here to “help with onboarding.”

You are here to own the transition from prospect to client.

Your responsibility is to ensure:

• Every new client is onboarded quickly, accurately, and without friction
• Account setup and transfers happen without delays or confusion
• Clients feel confident, informed, and taken care of from day one

If onboarding is slow, unclear, or frustrating, you own it.

What Winning Looks Like

You’ll know you’re winning when:

• New clients are onboarded quickly with minimal back-and-forth
• Account transfers and setup happen without delays or errors
• Clients feel confident and informed throughout the process
• Advisors trust you to execute onboarding without oversight
• Issues are resolved before clients feel them
• The onboarding experience increases long-term retention and trust

We don’t measure activity.

We measure speed, accuracy, and client confidence.

What You’ll Be Responsible For

Own the Onboarding Experience

• Act as the primary owner of all new client onboarding
• Guide clients through account setup, paperwork, and transitions
• Set clear expectations and eliminate confusion from day one

You don’t “assist onboarding.”

You run it.

Execution & Process Control

• Manage all onboarding workflows including:
• Explanation of compliance, proprietary and transfer and account opening paperwork
• Account opening
• Delivery of documentation and paperwork
• Support with transfers, rollovers and other money movements
• Ensure accuracy, speed, and clean execution across all processes
• Identify inefficiencies and remove bottlenecks

You don’t process tasks.

You maintain momentum.

Problem Solving & Issue Resolution

• Own onboarding issues from start to finish
• Coordinate with custodians, carriers, and internal teams
• Resolve delays quickly and permanently

If something breaks, you fix it and make sure it doesn’t happen again.

Client Communication & Experience

• Maintain proactive, consistent communication with clients
• Ensure clients always know what’s happening and what’s next
• De-escalate concerns with clarity and confidence

Clients should never feel confused or ignored.

That’s the standard.

Client Meetings & Conversion Support

• Conduct onboarding meetings and paperwork signing appointments
• Ensure all documentation is complete, accurate, and submitted
• Support advisors in converting prospects into fully onboarded clients

First impressions are engineered not left to chance.

Cross-Functional Execution

• Work closely with Advisors, Operations, Client Services and external partners
• Ensure seamless coordination across all onboarding steps
• Maintain accurate client data and system records (CRM, etc.)

Friction slows growth.

You eliminate it.

Minimum Requirements

• 1 years of customer service experience
• 2 years of financial services experience preferred
• Experience working directly with clients (in-person or virtual)
• Experience with CRM systems
• Strong organizational skills and attention to detail
• Ability to work independently and execute without constant direction

Who You Are

• You take ownership of outcomes, not just tasks
• You move quickly and communicate clearly
• You anticipate problems before they happen
• You are organized, precise, and execution-focused
• You are comfortable handling client conversations and solving issues
• You follow through, every time

You don’t wait for direction.

You see what needs to be done and execute.

Who This Is Not For

This is not for someone who:

• Wants to “help” instead of own outcomes
• Avoids accountability for delays or errors
• Needs constant supervision
• Gets overwhelmed by multiple moving pieces
• Is comfortable with inefficiency or slow execution

The Standard

We don’t build onboarding processes to “get clients through the door.”

We build them to set the foundation for long-term relationships.

Your role is simple:

Make the onboarding experience so strong that trust is built before the first review meeting ever happens.

Position Details

Commitment: Full-time, approximately 40 hours per week (8am–5pm), with occasional flexibility due to client meetings or events.

Location: 12377 Merit Drive, Dallas, TX 75251

Compensation: Starting salary range is $65,000–$70,000

Benefits: We offer a comprehensive benefit package designed to support your health, family and growth. Some key offerings:

• Employer sponsored Medical, Dental & Vision plans along with additional ancillary options
• Employer match program for 401(k), eligible for both Tradition and Roth accounts
• $2,500 annual Professional Development budget to support your growth
• Generous Paid Time Off package and Company-wide Holidays

Our Core Values:

• Absolute Ownership: We take full responsibility for outcomes, follow through on our commitments, and solve problems without passing the buck.
• Selflessness: We put the team and clients first, collaborate openly, and measure success by shared wins, not individual credit. We recognize that our strength lies in unity.
• Tenaciously Driven: We pursue excellence relentlessly, push past obstacles, and refuse to settle for the status quo.
• Coachable Mindset: We stay open to feedback, committed to learning, and focused on continuous improvement no matter how skilled or experienced we are.
• Compassionate Honesty: We speak the truth with empathy, delivering clear, respectful feedback that strengthens trust and relationships.