Financial Planner Apprentice

Paraplanner Apprenticeship Program Strittmatter Wealth Management Group (SWMG) is seeking a driven and detail-oriented Financial Planning graduate to join our Paraplanner Apprenticeship Program. This multi-year career track is designed for individuals committed to becoming high-performing financial advisors. The program begins with hands‑on paraplanning responsibilities and provides structured training, mentorship, and exposure to advanced planning strategies. About Strittmatter Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. We are an independent investment firm that offers unique investment options many other firms do not, including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. Job Details Full‑time position with expected 40+ hours per week in the Fort Worth office Salary range: $60,000 to $75,000 plus bonus Dress code: business professional Hours: Monday through Thursday 8:00 AM to 5:00 PM and Friday 8:00 AM to 4:00 PM Benefits: Medical, Dental, Vision, Disability, Life Insurance, and 401(k) with match Job Duties And Responsibilities Prepare financial plans and recommendations for financial planning clients Participate in the investment research process and serve as a member of the Investment Committee team Prepare for client meetings and reviews, including reports, proposals, and financial illustrations Take detailed notes during new client meetings Utilize financial planning software to input client data, develop scenarios, and generate reports Complete client assumptions, asset recommendations, and formal plan recommendation documents Maintain strong working relationships with clients by assisting with requests and ensuring account actions are completed Maintain accurate client records, CRM database entries, and compliance files Request insurance quotes as needed Coordinate with internal team members, custodians, and insurance companies Track weekly performance results and submit reports to management Create and update operational processes and procedures on a weekly basis Perform additional assignments as needed Job Requirements Bachelor's degree in Financial Planning or related field required Advanced proficiency in Microsoft 365 (Word, Excel, Outlook, Teams) and Adobe Acrobat Exceptional attention to detail with the ability to work independently and collaborate effectively within a team environment Professional written and verbal communication skills suitable for client‑facing interactions High level of organization, reliability, and accountability Strong client service orientation with a commitment to responsiveness and follow‑through Demonstrated ability to manage multiple priorities without sacrificing accuracy or quality Consistent ability to meet deadlines in a fast‑paced, performance‑driven environment Process oriented and results‑driven mindset with a focus on continuous improvement Additional Requirements Candidates are required to obtain their CFP certification within six months of employment with Strittmatter. The cost of the CFP examination may be reimbursed, subject to applicable terms and conditions, which will be discussed further during the recruitment process. #J-18808-Ljbffr Strittmatter Wealth Management Group