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Financial Planning Paraplanner

Financial Planning Paraplanner

SWMG, LLCFort Worth, TX, US
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Job Description

Job Description

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

Job Title : Financial Planning Paraplanner

Hours : Full-Time Position

Pay : $60-75k plus bonus

Are you looking for a career path that you can grow and thrive in and where you can make a difference? Well, look no further. Strittmatter Wealth Management Group (SWMG) is seeking an experienced Paraplanner . If you are looking for great pay, benefits and unlimited career growth opportunities, then look no further!

The Paraplanner requires attention to detail and strong customer service skills. The ideal candidate is conscientious, dedicated, and enjoys 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 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

  • 3 years experience in the paraplanner role
  • Bachelor's degree (Financial Planning or Finance preferred)
  • 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 the Fort Worth office
  • Salary and bonus : $60k - $75k based on experience 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
  • TD Ameritrade 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 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

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