SWMG Advisor Apprenticeship Program™

Career Training Matters

Looking for a career in an established firm with an apprenticeship training program?

SWMG offers a unique Paraplanner-to-Advisor career path to help you achieve your career goals.

How the SWMG Advisor Apprenticeship Program™ Works

At Hire

Once hired, Apprentice schedules and sits for CFP exam as soon as possible.

Year 1

Apprentice will be trained as a Paraplanner by experienced advisors.

Year 2-3

Once CFP is earned, Paraplanner becomes Advisor / Paraplanner and will be trained for client meetings.

Year 4

Advisor / Paraplanner transitions to full Advisor role.

Years 5-8

Advisor benefits from ensemble practice allowing them to focus on growing knowledge and income.

Years 8+

Advisor benefits from ensemble practice allowing them to focus on growing knowledge and income.


Advisor is able to sell equity stake back to the firm at agreed-upon value.

“The SWMG Advisor Apprenticeship Program™ is a unique opportunity for recent graduates to begin a charted career path with a highly-rated established firm, and to learn from seasoned financial professionals.”

Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer

Get to Know SWMG

SWMG is an independent, SEC Registered Investment Advisor. As CERTIFIED FINANCIAL PLANNERS™ and fiduciaries, we provide financial planning and expert investment advice to help clients achieve their financial goals and objectives. We also offer our clients real estate investing, business brokerage, and insurance through our sister companies.

Apprenticeship - Get to Know SWMG
Apprenticeship - SWMG Career Benefits​

SWMG Career Benefits

SWMG provides outstanding benefits including:

  • Competitive Salary
  • Great Benefits
  • Production Payouts
  • Work-Life Balance
  • Career Development
  • Education Reimbursement
  • Leadership Development
  • Healthy Work Culture
  • Equal Opportunity Employer
At Strittmatter, YOU matter.

Ready to get started?

Get in touch for more details! A qualified team member will be in touch within 24 business hours to answer your questions.