What are the responsibilities and job description for the Paraplanner Apprentice position at Strittmatter Wealth Management Group, LLC?
Are you a graduate with a degree in Financial Planning? Strittmatter Wealth Management Group (SWMG), an independent RIA, is seeking an enthusiastic and detail-oriented Paraplanner for a career in our Advisor Apprenticeship Program.
The Advisor Apprenticeship program offers a pathway to success for individuals looking to become financial advisors. In this multi-year program, you will be trained through each step of becoming a successful advisor starting with the Paraplanner position. If you are looking for a great pay potential and career growth potential, then look no further.
Job Duties & 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
Job Requirements
- 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
- Knowledge or background un using financial planning software preferred
- Minimum 3 professional references required
- Process driven and results oriented
- Ability to work well in a fast-paced environment
Job Details
- Full Time Position with expected 40 hours per week in Fort Worth office.
- Salary and bonus - $60k plus bonus
- Dress Code: Business Professional
- Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm
- Benefits: Medical, Dental, Vision, Disability, Life, 401k with match
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. For more information about our firm visit . We look forward to meeting you!
Other Services Provided
- Lead Advisor Career Path
- Financial Classes taught in many colleges throughout metroplex
- RIA Acquisition
- Business planning and brokerage
- Real Estate Brokerage, Investing, Property Management
- Recruiting
Job Type: Full-time
Pay: $60,000.00 - $65,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance
Application Question(s):
- Do you have a degree in Financial Planning?
Work Location: In person
Salary : $60,000 - $65,000