Financial Planning Apprentice: Path to Advisor

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 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.