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-on paraplanning responsibilities and provides structured training, mentorship, and exposure to advanced planning strategies. About StrittmatterWhy 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. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.Job DetailsFull time position with expected 40 hours per week in the Fort Worth officeSalary range of $60,000 to $75,000 plus bonusDress code is business professionalHours are Monday through Thursday 8:00 AM to 5:00 PM and Friday 8:00 AM to 4:00 PMBenefits include Medical, Dental, Vision, Disability, Life Insurance, and 401k with matchJob Duties and ResponsibilitiesPrepare financial plans and recommendations for financial planning clientsParticipate in the investment research process and serve as a member of the Investment Committee teamPrepare for client meetings and reviews, including reports, proposals, and financial illustrationsTake detailed notes during new client meetingsUtilize financial planning software to input client data, develop scenarios, and generate reportsComplete client assumptions, asset recommendations, and formal plan recommendation documentsMaintain strong working relationships with clients by assisting with requests and ensuring account actions are completedMaintain accurate client records, CRM database entries, and compliance filesRequest insurance quotes as neededCoordinate with internal team members, custodians, and insurance companiesTrack weekly performance results and submit reports to managementCreate and update operational processes and procedures on a weekly basisPerform additional assignments as neededJob RequirementsBachelor's degree in Financial Planning or related field requiredAdvanced proficiency in Microsoft 365 including Word, Excel, Outlook, and Teams, as well as Adobe AcrobatExceptional attention to detail with the ability to work independently and collaborate effectively within a team environmentProfessional written and verbal communication skills suitable for client facing interactionsHigh level of organization, reliability, and accountabilityStrong client service orientation with a commitment to responsiveness and follow throughDemonstrated ability to manage multiple priorities without sacrificing accuracy or qualityConsistent ability to meet deadlines in a fast paced, performance driven environmentProcess oriented and results driven mindset with a focus on continuous improvementMinimum of three professional references required*To support your professional development and long-term career growth, the cost of the CFP® examination may be reimbursed, subject to applicable terms and conditions, which will be discussed further during the recruitment process. Candidates are required to obtain their CFP certification within six months of employment with Strittmatter.Why StrittmatterLong term career focused company with growth opportunitiesCompetitive compensation with performance based bonusesComprehensive benefits package including medical, dental, vision, disability, and life insurance401k with company match to support your financial futureA professional, collaborative, and growth oriented work environment
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