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Financial Paraplanner

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 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

Software used:

  • Redtail
  • Pershing
  • TD Ameritrade VeoOne
  • Adhesion
  • eMoney
  • Riskalyze
  • Microsoft 0365 (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. Contact us today to schedule your interview!

Get In Touch

Questions or comments? Contact us through the methods below, and a colleague at Strittmatter Wealth Management Group will be in touch within 24 hours:

Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:

Blue Tower Fort Worth

101 Summit Ave. Ste 910

Fort Worth, TX 76102