Financial Planner

Strittmatter Wealth Management Group is seeking an experienced Financial Planner. This role is ideal for a detail-oriented professional who enjoys supporting advisors building comprehensive financial plans and making a measurable impact in clients lives.

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. 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 Duties and Responsibilities

Prepare financial plans and customized recommendations for financial planning clients
Participate in the investment research process and serve on the Investment Committee team
Prepare reports proposals and financial illustrations for client meetings and reviews
Take detailed notes during new client meetings and assist in follow up execution
Utilize financial planning software including eMoney Advisor to input data create scenarios and generate reports
Complete client assumptions asset allocation recommendations and plan documentation
Maintain strong client relationships by assisting with service requests and account actions through completion
Maintain accurate client records CRM entries and compliance files
Request insurance quotes and coordinate with custodians and insurance providers
Track weekly results and submit reports to management
Create and update internal processes and procedures
Perform additional assignments as needed

Job Requirements

Minimum three years of experience in a Paraplanner or Financial Planner role
Bachelors degree required Financial Planning or Finance preferred
Proficiency in Microsoft 365 including Word Excel Outlook Teams and Adobe Acrobat
Strong attention to detail with the ability to work independently and collaboratively
Highly organized with excellent written and verbal communication skills
Professional dependable and client focused
Ability to manage multiple projects simultaneously with consistent follow through
Demonstrated commitment to producing high quality work
Ability to meet deadlines in a fast paced environment
Minimum of three professional references required
Process driven and results oriented mindset