Financial Planner 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

Bonuses

Benefits package

401k with match

Growth opportunities

Job summary

Strittmatter Wealth Management Group (SWMG) is seeking a driven and detail-oriented Financial Planning graduate to join our Advisor Apprenticeship Program in downtown Fort Worth, TX. This multi-year career track starts with paraplanning duties and provides structured training, mentorship, and exposure to advanced planning strategies.

The role is full-time, 40 hours per week, with a salary range of $60,000 to $75,000 plus bonus.

Qualifications

• Bachelor's degree in Financial Planning or related field required.
• Proficiency in MS 365 (Word, Excel, Outlook, Teams) and Adobe Acrobat.
• Excellent attention to detail with ability to work independently.
• Strong communication and client-facing skills.
• Organized with ability to manage multiple priorities.
• CFP certification within six months; CFP exam reimbursement discussed.

Responsibilities

• Prepare financial plans and recommendations for clients.
• Participate in investment research as part of the Investment Committee team.
• Prepare for client meetings with reports, proposals, and financial illustrations.
• Input client data using financial planning software and develop scenarios.
• Maintain client records, CRM entries, and compliance files.
• Coordinate with custodians and insurance companies.
• Track weekly performance and submit management reports.
• Update operational processes weekly.

Skills

Attention to detail

Independent work style

Client service orientation

Communication skills

Education

Bachelor's degree in Financial Planning or related field

Tools

MS Word

MS Excel

MS Outlook

MS Teams

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 basis
• Perform 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