Financial Planner Apprentice (Advisor Apprenticeship Program)

SWMG • Fort Worth, TX

9d • Onsite

About The Position

Strittmatter Wealth Management Group (SWMG), a boutique Registered Investment Advisor in downtown Fort Worth, Texas, is hiring a Financial Planning graduate for its multi-year Advisor Apprenticeship Program. The career track is intended for people committed to becoming high-performing financial advisors. It begins with hands-on paraplanning work and includes structured training, mentorship, and exposure to advanced planning strategies.

SWMG has operated since 2007 and specializes in retirement planning, investment management, and business planning for high-net-worth clients and business owners. The firm offers investment options including alternative investments, private real estate portfolios, and access to institutional managers.

This is a full-time position expected to work 40 hours per week in the Fort Worth office. The schedule is Monday through Thursday, 8:00 a.m. to 5:00 p.m., and Friday, 8:00 a.m. to 4:00 p.m. The dress code is business professional. The salary range is $60,000 to $75,000 plus a bonus. The cost of the CFP® examination may be reimbursed, subject to applicable terms and conditions. Candidates must obtain CFP certification within six months of employment.

Requirements

• Bachelor's degree in Financial Planning or a related field.
• Advanced proficiency with Microsoft 365, including Word, Excel, Outlook, and Teams, and with Adobe Acrobat.
• Exceptional attention to detail and ability to work independently and collaboratively.
• Professional written and verbal communication skills suitable for client-facing interactions.
• Strong organization, reliability, and accountability.
• Strong client-service orientation and commitment to responsiveness and follow-through.
• Ability to manage multiple priorities without sacrificing accuracy or quality.
• Ability to meet deadlines in a fast-paced, performance-driven environment.
• Process-oriented and results-driven mindset with a focus on continuous improvement.
• At least three professional references.
• Obtain CFP certification within six months of employment.

Nice To Haves

• Financial Planning graduate background is sought for the apprenticeship program.

Responsibilities

• Prepare financial plans and recommendations for financial planning clients.
• Participate in investment research 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.
• Use financial planning software to enter client data, develop scenarios, and generate reports.
• Complete client assumptions, asset recommendations, and formal plan recommendation documents.
• Assist clients with requests and ensure account actions are completed.
• Maintain accurate client records, CRM 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 weekly.
• Complete additional assignments as needed.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Disability insurance
• Life insurance
• 401(k) with company match
• Performance-based bonus
• Possible reimbursement of CFP® examination cost, subject to applicable terms and conditions
• Growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level