Paraplanner Apprentice

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.

Job Duties & Responsibilities

• Prepare financial plans and recommendations for financial planning clients
• Participate in the investment research process and be part of the Investment Committee Team
• Prepare for client meetings and reviews including the preparation of reports proposals and financial illustrations.
• Take thorough notes during new client meetings
• Use financial planning software to enter client data create scenarios and reports
• Complete client assumptions asset recommendations and plan recommendation documents
• Maintain effective working relationships with clients by assisting with their requests and account actions to completion
• Maintain client records CRM database and compliance files
• Request quotes for insurance
• Interface with team members custodians and insurance companies
• Track weekly results and turn into manager
• Create and update processes and procedures weekly
• Other assignments as needed

Job Requirements

• Bachelors 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 while contributing effectively within a collaborative team environment

• Demonstrates professional written and verbal communication at a client-facing level and is highly-organized

• Maintains a high standard of professionalism reliability and accountability

• Strong client service orientation with a commitment to responsiveness and follow-through

• Proven ability to manage multiple priorities simultaneously without sacrificing accuracy or quality

• Consistently meets deadlines in a fast-paced performance-driven environment

• Process-oriented and results-driven mindset with a focus on continuous improvement

• Minimum of three professional references are required for this role

Job Details

• Full Time Position with expected 40 hours per week in Fort Worth office.
• Salary and bonus - $60k-$65k
• Dress Code: Business Professional
• Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm
• Benefits: Medical Dental Vision Disability Life 401k with match

Software Used

• Redtail
• Pershing
• VeoOne
• Adhesion
• eMoney
• Riskalyze
• Microsoft 365 (Excel Word PowerPoint teams)
• Google Suite (Docs Sheets Forms)
• RoboForm
• Guru
• Precise FP

Why 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. For more information about our firm visit . We look forward to meeting you!