Talent.com
Paraplanner Apprenticeship
Paraplanner ApprenticeshipSWMG • Fort Worth, TX, US
Paraplanner Apprenticeship

Paraplanner Apprenticeship

SWMG • Fort Worth, TX, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.internship
job_description.job_card.job_description

Job Description

Job Description

Company : Strittmatter Wealth Management Group (SWMG), Fort Worth TX

Job Title : Financial Planning Paraplanner Apprenticeship

Hours : Full-Time Position

Pay : $60K-$65K plus bonus

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 https : / / strittmatterwealth.com / careers / apprentice -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 unlimited 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
  • 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

    • Software Used

  • Redtail
  • Pershing
  • VeoOne
  • Adhesion
  • eMoney
  • Riskalyze
  • Microsoft 365 (Excel, Word, PowerPoint, teams)
  • Google Suite (Docs, Sheets, Forms)
  • RoboForm
  • Guru
  • Precise FP

    • 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 stritttmatterwealth.com. 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 Posted by ApplicantPro

    serp_jobs.job_alerts.create_a_job

    Paraplanner • Fort Worth, TX, US

    Job_description.internal_linking.related_jobs
    Event Planner - Earn Up to $37 / hr

    Event Planner - Earn Up to $37 / hr

    TradeJobsWorkforce • 76182 North Richland Hills, TX, US
    serp_jobs.job_card.full_time
    The ideal candidate is an energetic, forward-thinking and creative individual with high ethical standards and an appropriate professional image. The ideal candidate will work quickly and efficiently...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Commercial HVAC Foreman

    Commercial HVAC Foreman

    Lennox AES • Fort Worth, Texas, United States
    serp_jobs.job_card.full_time
    Lennox (NYSE : LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions.At Lennox,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Manufacturing Resource Planner- Machined Parts

    Manufacturing Resource Planner- Machined Parts

    US Main • Hurst, TX, US
    serp_jobs.job_card.full_time
    Job Summary : Resource Planner is responsible for administering effective allocation of manufacturing resources for process planning creation and maintenance. Responsible for BOM consumption, Compute...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor / Planner - Wealth Management

    Financial Advisor / Planner - Wealth Management

    American National Bank of Texas • Fort Worth, TX, United States
    serp_jobs.job_card.full_time
    The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. Other responsibilities include : .Meeting with clie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Materials Planner

    Materials Planner

    Employee Magnets • Fort Worth, Texas, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Materials Control Planner - Fort Worth Alliance, TX.To oversee, monitor and report inventory transactions, inventory level, overall inventory status according to defined KPIs, inventory counts and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Remote Financial Planner - AI Trainer ($150 per hour)

    Remote Financial Planner - AI Trainer ($150 per hour)

    Mercor • North Richland Hills, Texas, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Transportation Planner

    Transportation Planner

    Lennox International • Fort Worth, TX, US
    serp_jobs.job_card.full_time
    The individual in this role will be responsible for making sure products reach their destinations safely, securely, and on-time. Part of supply chain management in charge of governing transportation...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Roofing Sales Representative - 1099

    Roofing Sales Representative - 1099

    Apple Roofing • Fort Worth, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Own Your Business – with the Support of a National Brand .Apple Roofing is looking for experienced roofing sales professionals who are ready to go all-in. If you have a book of business, a soli...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Fuels Planner (EM-44666)

    Fuels Planner (EM-44666)

    Confederated Tribes Of The Colville Reservation • Keller, Texas, USA
    serp_jobs.job_card.full_time
    CLOSING DATE : November 21 2025.LOCATION : Keller Washington (San Poil).The primary purpose of this position is to direct prescribed fire / fuels management program that includes fuels management activ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,909 to $2,092 per week in Cleburne, TX

    Travel Physical Therapist (PT) - $1,909 to $2,092 per week in Cleburne, TX

    AMN Healthcare Allied • CLEBURNE, TX, US
    serp_jobs.job_card.full_time
    Job Description & Requirements.Physical Therapist - Skilled - (PT - Skilled) .StartDate : ASAP Available Shifts : 8 D, 10 D Pay Rate : $1908. Join our skilled nursing facility located in the hear...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Quick Earnings : Earn At Least $2015 For Your First 165 Trips, Guaranteed.

    Quick Earnings : Earn At Least $2015 For Your First 165 Trips, Guaranteed.

    Uber • Grandview, Texas, US
    serp_jobs.job_card.full_time +2
    Earn at least $2015 driving with Uber when you complete your first 165 trips in 30 days.Read all the information about this opportunity carefully, then use the application button below to send your...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Strategic Planner, Senior Staff

    Strategic Planner, Senior Staff

    Texas Staffing • Fort Worth, TX, US
    serp_jobs.job_card.full_time
    Strategic Planner, Senior Staff.As a Strategic Planner, Senior Staff within Aeronautics Strategic Planning's Strategic Studies Group (SSG), you will play a critical role in shaping the future of gl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Travel Physical Therapist (PT) - $1,909 to $2,092 per week in Cleburne, TX

    Travel Physical Therapist (PT) - $1,909 to $2,092 per week in Cleburne, TX

    AlliedTravelNetwork • CLEBURNE, TX, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in CLEBURNE, Texas, 76033!. Job Description & Requirements.Physical Therapist - Skilled - (P...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    PT (Part-Time) at Chisholm Trail Orthopedics & Sports Medicine

    PT (Part-Time) at Chisholm Trail Orthopedics & Sports Medicine

    Physicians Rehab Solution • Cleburne, TX, US
    serp_jobs.job_card.part_time
    Chisholm Trail Orthopedics & Sports Medicine ("CTO").Provide efficient, quality-oriented physical therapy patient care through an individualized program, including assessment, treatme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,326 per week in Cleburne, TX

    Travel Physical Therapist (PT) - $2,326 per week in Cleburne, TX

    AlliedTravelCareers • Cleburne, TX, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Towne U.LLC to find a qualified Physical Therapist (PT) in Cleburne, Texas, 76033!.Travel Physical Therapist (PT) to join our team for 13-week contract assignmen...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Healthcare Planner

    Healthcare Planner

    EwingCole • Fort Worth, TX, United States
    serp_jobs.job_card.full_time
    EwingCole is a nationally recognized architecture, engineering, interior design and planning firm with offices across the country. Our multi-disciplinary practice is built on the core values of prof...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    RS Aircraft Component Repair Tech III

    RS Aircraft Component Repair Tech III

    Gulfstream Aerospace Corporation • Fort Worth, TX, US
    serp_jobs.job_card.full_time
    RS Aircraft Component Repair Tech III in GAC Texas RO.Our aircraft are industry leaders and so are our people.We're looking for talented, motivated individuals who are ready to do in...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Planner - Symonds Wealth Management

    Financial Planner - Symonds Wealth Management

    Kestra Financial Independent Advisor • Fort Worth, TX, United States
    serp_jobs.job_card.full_time
    Fort Worth, TX, is looking for a Portfolio Trader.We focus on helping families multiply, manage and enjoy wealth.The Portfolio Trader will serve in multiple roles including investment processing as...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted