What are the responsibilities and job description for the Financial Paraplanner position at SWMG?
Strittmatter Wealth Management Group is seeking an experienced Financial Planning Paraplanner. This role is ideal for a detail-oriented professional who enjoys supporting advisors, building comprehensive financial plans, and making a measurable impact in clients' lives.
About 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 Duties and Responsibilities
Prepare financial plans and customized recommendations for financial planning clients
Participate in the investment research process and serve on the Investment Committee team
Prepare reports, proposals, and financial illustrations for client meetings and reviews
Take detailed notes during new client meetings and assist in follow up execution
Utilize financial planning software including eMoney Advisor to input data, create scenarios, and generate reports
Complete client assumptions, asset allocation recommendations, and plan documentation
Maintain strong client relationships by assisting with service requests and account actions through completion
Maintain accurate client records, CRM entries, and compliance files
Request insurance quotes and coordinate with custodians and insurance providers
Track weekly results and submit reports to management
Create and update internal processes and procedures
Perform additional assignments as needed
Job Requirements
Minimum three years of experience in a paraplanner role
Bachelor's degree required, Financial Planning or Finance preferred
Proficiency in Microsoft 365 including Word, Excel, Outlook, Teams, and Adobe Acrobat
Strong attention to detail with the ability to work independently and collaboratively
Highly organized with excellent written and verbal communication skills
Professional, dependable, and client focused
Ability to manage multiple projects simultaneously with consistent follow through
Demonstrated commitment to producing high quality work
Ability to meet deadlines in a fast paced environment
Minimum of three professional references required
Process driven and results oriented mindset
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.
401(k) with company match to support your financial future.
A professional, collaborative, and growth-oriented work environment.
Salary : $70,000 - $75,000