Strittmatter Wealth Management Group · 2 months ago
Paraplanner Apprenticeship
Fort Worth, TX
Full-time
Onsite
New Grad
$60K/yr - $65K/yrStrittmatter Wealth Management Group (SWMG) is an independent RIA located in Fort Worth, TX, seeking an enthusiastic Paraplanner for their Advisor Apprenticeship Program. This role involves preparing financial plans, participating in investment research, and maintaining client relationships while being trained to become a financial advisor.
FinanceFinancial ServicesWealth Management
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
Qualification
Required
Bachelor's degree in Financial Planning
Proficient in Microsoft Office (Word, Excel, Outlook, Teams) and with Adobe Acrobat
Strong attention to detail with the ability to work independently while embracing team collaboration
Highly organized
Displays exemplary professional communication skills, verbal and written
Must be professional, courteous, and dependable
Excellent client service skills
Ability to manage multiple projects at once with consistent follow-through
Commitment to provide high-quality work both to internal and external partners
Ability to meet deadlines
Minimum 3 professional references required
Process driven and results oriented
Ability to work well in a fast-paced environment
Benefits
Medical
Dental
Vision
Disability
Life
401k with match
Company
Strittmatter Wealth Management Group
Strittmatter Wealth Management Group provides financial planning, investment management, and financial education services.
Founded in 2007
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase