Financial Planning Apprentice | Open to Fresh Graduates

Strittmatter Wealth Management Group (SWMG) is seeking a driven and detail-oriented Financial Planning graduate to join our Apprenticeship Program. This multi-year career track is designed for individuals committed to becoming high-performing financial advisors. The program begins with hands-on paraplanning responsibilities and provides structured training, mentorship, and exposure to advanced planning strategies. 

About Strittmatter

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.

Job Details

Full time position with expected 40 hours per week in the Fort Worth office

Salary range of $60,000 to $75,000 plus bonus

Dress code is business professional

Hours are Monday through Thursday 8:00 AM to 5:00 PM and Friday 8:00 AM to 4:00 PM

Benefits include Medical, Dental, Vision, Disability, Life Insurance, and 401k with match

Job Duties and 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

Utilize 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 on a weekly basis

Perform additional assignments as needed

Job Requirements

Bachelor's degree in Financial Planning or related field required

Advanced proficiency in Microsoft 365 including Word, Excel, Outlook, and Teams, as well as Adobe Acrobat

Exceptional attention to detail with the ability to work independently and collaborate effectively within a team environment

Professional written and verbal communication skills suitable for client facing interactions

High level of organization, reliability, and accountability

Strong client service orientation with a commitment to responsiveness and follow through

Demonstrated ability to manage multiple priorities without sacrificing accuracy or quality

Consistent ability to meet deadlines in a fast paced, performance driven environment

Process oriented and results driven mindset with a focus on continuous improvement

Minimum of three professional references required

*Candidates are required to obtain their CFP certification within six months of employment with Strittmatter. The cost of the CFP examination may be reimbursed, subject to applicable terms and conditions, which will be discussed further during the recruitment process.

Why Strittmatter

Long term career focused company with growth opportunities

Competitive compensation with performance based bonuses

Comprehensive benefits package including medical, dental, vision, disability, and life insurance

401k with company match to support your financial future

A professional, collaborative, and growth oriented work environment