Financial Advisor Apprentice (Advisor Apprenticeship Program)

Strittmatter Wealth Management Group; Fort Worth (TX); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401k with match

Job summary

Strittmatter Wealth Management Group (SWMG) in Fort Worth, TX, seeks a driven Financial Planning graduate for its Advisor Apprenticeship Program. This multi-year track begins with paraplanning duties and offers structured training, mentorship, and exposure to advanced planning strategies.

SWMG is a boutique Registered Investment Advisor focusing on retirement planning and investment management for high-net-worth clients.

Qualifications

• Bachelor's degree in Financial Planning or related field required.
• Advanced proficiency in Microsoft 365 including Word, Excel, Outlook, and Teams; Adobe Acrobat.
• Excellent attention to detail with the ability to work independently and in a team.
• Professional written and verbal communication skills suitable for client facing interactions.
• High level of organization, reliability, and accountability.
• Strong client service orientation with responsiveness and follow-through.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Process oriented with a results-driven mindset and continuous improvement focus.

Responsibilities

• Prepare financial plans and recommendations for planning clients.
• Participate in investment research and serve on the Investment Committee team.
• Prepare for client meetings with reports, proposals, and illustrations.
• Take detailed notes during new client meetings.
• Use planning software to input data, develop scenarios, and generate reports.
• Complete client assumptions, asset recommendations, and formal plan documents.
• Maintain relationships with clients and ensure account actions are completed.
• Maintain CRM records and compliance files.
• Request insurance quotes as needed.
• Coordinate with internal teams, custodians, and insurers.
• Track weekly performance results and submit reports to management.
• Create and update operational processes weekly; perform additional tasks as needed.

Skills

Attention to detail

Communication skills

Organizational skills

Client service orientation

Team collaboration

Education

Bachelor's degree in Financial Planning

Tools

Microsoft 365

Adobe Acrobat

Job description

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 Strittmatter

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.

Job Details

• Full time position with expected 40 hours per week in the Fort Worth office
• Salary range of $60,000 to $75,000 plus bonus
• Dress code is business professional
• Hours are Monday through Thursday 8:00 AM to 5:00 PM and Friday 8:00 AM to 4:00 PM
• Benefits include Medical, Dental, Vision, Disability, Life Insurance, and 401k 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 basisPerform additional assignments as needed

Job Requirements

• Bachelor's degree in Financial Planning or related field required
• Advanced proficiency in Microsoft 365 including Word, Excel, Outlook, and Teams, as well as 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

Minimum 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 Strittmatter

• Long term career focused company with growth opportunities
• Competitive compensation with performance based bonuses
• Comprehensive benefits package including medical, dental, vision, disability, and life insurance
• 401k with company match to support your financial future
• A professional, collaborative, and growth oriented work environment
• Salary: $60000 - $75000 per year