Financial Planner Apprentice (Advisor Apprenticeship Program)

SWMG • Fort Worth, TX

11d • $60,000 - $75,000 • Onsite

About The Position

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

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

This is a full-time, 40-hour-per-week position in the Fort Worth office. The schedule is Monday through Thursday, 8:00 AM to 5:00 PM, and Friday, 8:00 AM to 4:00 PM. The dress code is business professional. Salary is $60,000 to $75,000 plus bonus. Candidates must obtain CFP certification within six months of employment. The cost of the CFP examination may be reimbursed, subject to applicable terms and conditions discussed during recruitment.

Requirements

• Bachelor's degree in Financial Planning or a related field.
• Advanced proficiency in Microsoft 365, including Word, Excel, Outlook, and Teams, as well as Adobe Acrobat.
• Exceptional attention to detail and the ability to work independently and collaborate effectively within a team.
• Professional written and verbal communication skills suitable for client-facing interactions.
• High level of 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.

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.
• Use 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 weekly.
• Perform additional assignments as needed.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Disability insurance
• Life insurance
• 401(k) with company match
• Performance-based bonuses
• Potential reimbursement for the CFP examination, subject to applicable terms and conditions

What This Job Offers

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