Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Paraplanner Apprentice: Path to CFP Financial Advisor

$60k - $75k

Strittmatter Wealth Management Group

Strittmatter Wealth Management Group is seeking a Financial Planning graduate for a Paraplanner Apprenticeship Program in Fort Worth, TX. This full-time role involves preparing financial plans, participating in investment research, and maintaining client relationships. The position offers a salary between $60,000 and $75,000, along with comprehensive benefits including medical, dental, and a 401k with company match. Candidates must hold a Bachelor's degree in Financial Planning and possess advanced skills in Microsoft 365. Join a company focused on long-term growth and success in the financial field. #J-18808-Ljbffr Strittmatter Wealth Management Group

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Paraplanner Apprentice: Path to CFP Financial Advisor in Fort Worth, TX vacancy
  • $60k - $75k

    Strittmatter Wealth Management Group, LLC in Fort Worth, TX is seeking a detail-oriented Financial Planning Graduate for their Paraplanner Apprenticeship Program. This full-time role offers structured training and mentorship with responsibilities including financial plan... 
    Apprenticeship
    Financial
    Full time

    Strittmatter Wealth Management Group, LLC.

    Fort Worth, TX
    1 day ago
  •  ...engaging clients, educating them on tailored financial solutions, and utilizing a flexible...  ...to work in the U.S. The company offers training, mentorship, and a rewarding path to becoming a wealth manager with limitless income potential. #J-18808-Ljbffr Equitable Advisors
    Financial
    Traineeship
    Flexible hours

    Equitable Advisors

    Fort Worth, TX
    4 days ago
  • $100k - $250k

    A growing financial services firm is seeking experienced Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and servicing high-net-worth clients...  ...of relevant experience, a four-year degree, and a CFP designation. Responsibilities include sales proficiency... 
    Financial

    Empirical Wealth Management

    Fort Worth, TX
    3 days ago
  • Micro1 is seeking a Remote Financial Advisor (CFA or CFP) to leverage your financial expertise in training AI systems. In this role, you will help shape how models learn through practical financial advice aimed at mainstream households. You will evaluate financial scenarios... 
    Financial
    Remote job

    Micro1

    Kennedale, TX
    3 days ago
  • $60k - $75k

     ...seeking a driven and detail-oriented Financial Planning graduate to join our Paraplanner Apprenticeship Program. This multi...  ...high-performing financial advisors. The program begins with hands‑on...  ...Candidates are required to obtain their CFP certification within six months of... 
    Apprenticeship
    Financial
    Full time
    Work at office
    Monday to Thursday

    Strittmatter Wealth Management Group

    Fort Worth, TX
    4 days ago
  • 慨正橡扯 is seeking a Certified Financial Advisor in Fort Worth, TX. You will establish and maintain long-term relationships with clients, helping them achieve their financial goals through tailored investment strategies and disciplined financial planning. This role requires... 
    Financial
    Work at office
    Remote work
    3 days per week

    慨正橡扯

    Fort Worth, TX
    1 day ago
  •  ...with clients. Delivers financial advice and portfolio...  ...seeking talented Financial Advisors to join our dynamic...  ...in advisory or paraplanner roles. Undergraduate...  ...department guidelines. CFP preferred; commitment...  ...needed to excel. Career Pathing: Clear career progression... 
    Financial

    慨正橡扯

    Fort Worth, TX
    1 day ago
  •  ...consultation, and ensuring client needs are met through tailored financial services. Qualified candidates should hold a Bachelor’s degree...  ...through innovative financial solutions. Competitive salary plus commissions and benefits included. #J-18808-Ljbffr Equitable Advisors
    Financial

    Equitable Advisors

    Fort Worth, TX
    2 days ago
  • $85k - $95k

    We are seeking a Senior Financial Advisor to service and deepen relationships within our existing...  ...prospecting and wants a defined career path within a growing independent RIA. About...  ...preferred Series 65 license required if CFP designation is not held Life and Health... 
    Financial
    Full time
    Work at office
    Monday to Thursday

    SWMG

    Fort Worth, TX
    2 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business...  ...through financial planning. On your path to becoming a financial advisor, you...  ...owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP®... 
    Financial
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Fort Worth, TX
    2 days ago
  • $95k - $105k

     ...Senior Financial Advisor (Client Servicing) We are seeking an experienced Senior Financial Advisor...  ...approach, and wants a long-term career path within a growing RIA. Strittmatter...  ...~ Strong financial planning skills ~ CFP designation preferred ~ Series 65 required... 
    Financial

    SWMG

    Fort Worth, TX
    1 day ago
  • 慨正橡扯 is looking for talented Financial Advisors to join their dynamic team across various sites including Dallas, TX. In this role, you will...  ...candidate will have 1-2 years of advisory experience and be committed to pursuing their CFP designation. #J-18808-Ljbffr 慨正橡扯
    Financial

    慨正橡扯

    Fort Worth, TX
    1 day ago
  • Micro1 is looking for a Personal Financial Advisor (Private Wealth) to deliver personalized financial guidance and help train next-generation...  ...The role requires 3+ years of financial advisory experience and CFP or CFA credentials. You will create actionable strategies... 
    Financial
    Remote job

    Micro1

    Kennedale, TX
    3 days ago
  • A leading financial advisory firm in Fort Worth is seeking experienced Financial Advisors to provide high-level service to clients with substantial investment needs. Responsibilities...  .... Candidates must have a four-year degree and CFP designation, coupled with 7+ years in... 
    Financial

    Empirical Financial Services, LLC

    Fort Worth, TX
    1 day ago
  • 慨正橡扯 is seeking experienced Wealth Advisors to provide advanced financial advice to High Net Worth clients. Applicants should have a CFP® designation and at least 7 years of experience in financial planning and relationship management. The role includes onboarding clients... 
    Financial
    Work at office
    Remote work
    Monday to Friday

    慨正橡扯

    Fort Worth, TX
    1 day ago
  • Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. With competitive... 
    Financial
    Work at office
    Remote work
    Relocation
    Monday to Friday

    慨正橡扯

    Fort Worth, TX
    1 day ago
  • $100k - $250k

    We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice...  ...Candidates must have a four-year degree and the CFP designation 7+ years in financial and/or estate planning related... 
    Financial

    Empirical Wealth Management

    Fort Worth, TX
    4 days ago
  •  ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various...  ...individuals and families to develop personalized financial strategies and help clients make the most...  ...Financial planning experience preferred CFP®, CFA, or other professional designations... 
    Financial

    Beacon Pointe

    Fort Worth, TX
    4 days ago
  • Job Description Finance Advisor - responsible for providing comprehensive advice and customized...  ...to clients to help them achieve their financial goals. Key responsibilities include...  ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning... 
    Financial
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fort Worth, TX
    3 days ago
  • Provides advanced financial advice and complex portfolio management guidance to High Net Worth...  ...Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through...  ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... 
    Financial
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    慨正橡扯

    Fort Worth, TX
    1 day ago
  • Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco...  ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess... 
    Financial
    Shift work
    Day shift

    Arizona Staffing

    Fort Worth, TX
    1 day ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Financial
    Work at office

    UNAVAILABLE

    Fort Worth, TX
    11 hours ago
  • Do you enjoy developing experienced advisors to help them delight clients and create value?...  ...the Dallas office, helping them strengthen financial planning capabilities, deepen client...  ...degrees welcomed. Certified Financial Planner CFP designation preferred. This job requires... 
    Financial
    Work at office
    Relocation package

    慨正橡扯

    Fort Worth, TX
    1 day ago
  • First Command is seeking a Financial Planning Associate to facilitate training for new advisors in Fort Worth, Texas. This role demands expertise in financial planning...  ...service experience and advanced credentials such as CFP or CPA. The position may involve up to 10% travel... 
    Financial
    Remote job

    First Command

    Fort Worth, TX
    4 days ago
  • $50k

     ...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on...  ...preferred Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered... 
    Financial
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Fort Worth, TX
    5 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team...  ...Serves clients with excellence providing financial guidance in a manner based on the financial...  ...an industry recognized designation (e.g. CFP, CPA, CFA, CMA, ChFC, etc.) within 3... 
    Financial
    Work at office
    Local area
    Night shift

    Blue Trust

    Fort Worth, TX
    4 days ago
  • Grimes & Company in Fort Worth, Texas, is seeking an experienced Financial Advisor to join their team, focusing on high-net-worth clients. This role offers opportunities for career growth in a client-first fiduciary environment. The ideal candidate has over 4 years of experience... 
    Financial

    Grimes & Company

    Fort Worth, TX
    4 days ago
  • A financial services firm seeks a motivated Financial Advisor to deliver personalized guidance while building long-term relationships. This role involves managing a client portfolio, providing financial assessments, and staying informed on market trends. The ideal candidate... 
    Financial

    Spectrum Financial Group

    Fort Worth, TX
    4 days ago
  • Arizona Staffing is seeking an Experienced Financial Advisor to deliver customized financial solutions and maintain strong client relationships. This role requires at least 5 years of experience, a portable practice, and strong business development skills. Candidates must... 
    Financial

    Arizona Staffing

    Fort Worth, TX
    1 day ago
  • Micro1, based in Richland Hills, Texas, is looking for a Personal Financial Advisor specializing in private wealth. In this remote position, you will provide expert financial guidance that shapes AI systems. You will leverage your domain knowledge without needing previous... 
    Financial
    Remote job

    Micro1

    North Richland Hills, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Paraplanner Apprentice: Path to CFP Financial Advisor. Be the first to apply!