Job Openings

Financial Paraplanner

Fort Worth, Texas
Full-Time
On-Site
Salary + Bonus
Medical, Dental, Vision
Disability & Life Insurance
401(k)
Paid Time Off

Full-Time Office Position

Are you looking for a career that you can grow and thrive in and where you can make a difference? Well, look no further. SWMG is a fast-growing financial firm seeking an enthusiastic, detail-oriented individual, who loves getting things done. We are looking for a perfectionist who believes in putting the client first. SWMG is a family-oriented, Christian values-based firm, located in downtown Fort Worth, Texas.

The Paraplanner position requires attention to detail and strong customer service skills. The ideal candidate is conscientious, dedicated, and comfortable working in a small office environment. We are looking for somebody that will take direction, but also work independently, problem-solve, and take ownership of projects. Our work environment is steadily paced, relaxed, and enjoyable.

Job Details

Financial planning firm seeking a graduate of the Financial Planning department, preferably with a Master’s Degree
Full-time (8-5, Monday – Thursday, and Friday 8-4).
Located in downtown Fort Worth, TX; Upper-West Side
W2 Employee
Opportunity for advancement
Benefits include: Medical, Dental, Vision, Disability, Life ins, 401K, PTO, and Vacation
Three-year apprenticeship path from Paraplanner to Junior Advisor to Senior Advisor offered

Job Duties and Responsibilities

Open and close office
Process in/outbound mail and answer phones
Prepare account paperwork accurately (new account, distribution/contribution requests, etc.) and follow up with clients and sponsor companies as needed
Prepare for client meetings and reviews, including the preparation of reports, proposals, and financial illustrations
Take thorough notes during new client meetings
Use eMoney 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
Interface with team members, custodians, and insurance companies
Other assignments, as needed

Job Requirements

Bachelor’s degree in Financial Planning, Master’s degree a plus
Proficient in Microsoft Office & Windows (Word, Excel, Outlook) 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 providing 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

Software Used

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

About Us

Strittmatter Wealth Management Group, LLC was established in 2007. We are an SEC Registered Investment Advisory firm specializing in retirement planning and investment management for high-net-worth clients.

We are located in beautiful downtown Fort Worth, Texas, just a mile from the cosmopolitan 7th Street area next to the Trinity River. Strittmatter Wealth provides robust pay and benefits as well as a path to partnership.

Our top company values are integrity, altruism, education, self-reliance, and service. Our commitment is to help our advisor grow their careers by providing training, coaching, and unlimited income opportunities.

Lastly, our company’s mission is to enrich, educate and advance our client’s lives by providing quality investment and planning advice.