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Financial Planning Paraplanner at SWMG LLC
Fort Worth, TX 76107, USA - Full Time
Skills Needed
Docs, Communication Skills, Financial Planning, Software, Teams, Microsoft Office, Adobe Acrobat, Google Suite, Adhesion, Finance, Outlook, Excel, Sheets
Specialization
Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planning Paraplanner at SWMG LLC
Fort Worth, TX 76107, USA - Full Time
Skills Needed
Finance, Teams, Adhesion, Financial Planning, Microsoft Office, Adobe Acrobat, Sheets, Excel, Software, Outlook, Google Suite, Docs, Communication Skills
Specialization
Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Security Supervisor at Excellerate Services LLC
Dubai, دبي, United Arab Emirates - Full Time
Skills Needed
English, Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Business Analyst at ETechnology Services LLC
Wakefield, MA 01880, USA - Full Time
Skills Needed
Business Process, Agile Methodologies, Regulatory Requirements, Collaboration, Multi Tenant
Qualification
MA
Experience Required
Minimum 5 year(s)
Member Services Officer, ASPA at University of Saskatchewan
Saskatoon, SK S7N 5A2, Canada - Full Time
Skills Needed
Outlook, Web Design, Discretion, Content Design, Career Opportunities, Collective Agreements, Wcb, Office Procedures, Pipeda, Excel, Computer Skills, Medical Necessity, Documentation, Cultural Sensitivity, Teams, Microsoft Office, Powerpoint, Union, Employment Equity
Specialization
Labour relations or related field is preferred
Qualification
Diploma
Experience Required
Minimum 5 year(s)
Professional Services Manager at Tribute Technology
Central Luzon, , Philippines - Full Time
Skills Needed
Coaching, Agile, Asana, Salesforce, Interpersonal Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Transaction Services Analyst at SAP
Toronto, ON M5K 1B7, Canada - Full Time
Skills Needed
English, Communication Skills, Platforms, Crm, Teams, Ariba, Operations
Specialization
Business administration marketing operations or a related field
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Technical Veterinary Services at Alta Genetics
Calgary, AB, Canada - Full Time
Skills Needed
Groups, Powerpoint, Outlook, Veterinary Medicine
Qualification
Graduate
Supervisor, Seniors Services at Archway Community Services
Abbotsford, BC V2S 3S9, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Engineering Services Manager at Abbott Laboratories
Cavan, County Cavan, Ireland - Full Time
Skills Needed
Finance
Specialization
A manufacturing engineering or quality role
Qualification
Graduate
Experience Required
Minimum 15 year(s)
Building Services Technician at Virgin Active
Melbourne, Victoria, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Business Services Accountant at Aero Group
Brisbane QLD 4000, Queensland, Australia - Full Time
Skills Needed
Xero, Tax Accounting
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Director of Research Services at MANATT PHELPS PHILLIPS LLP
Los Angeles, California, USA - Full Time
Skills Needed
Ethics, Technology, Childbirth, Color, Guides, Base Pay, Research, Communication Skills, Knowledge Management, Hoovers, Interpersonal Skills, Strategic Thinking
Qualification
Graduate
Educator - Children Services at YMCA NSW
Revesby, New South Wales, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Technical Services Specialist at Abbott Laboratories
Kilkenny, County Kilkenny, Ireland - Full Time
Skills Needed
Failure Analysis, Soft Skills, Root, Communication Skills, Process Control
Specialization
Engineering or equivalent technical discipline
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Residential Services Manager at Marriott International Inc
New York, NY 10022, USA - Full Time
Skills Needed
Good Communication Skills
Specialization
Residential hospitality or related professional area preferred
Qualification
Graduate
Java Microservices Developer at Infosys
Austin, TX 78746, USA - Full Time
Skills Needed
Selenium, Spring Mvc, Scalable Web Applications, Web Development, Infosys, Jpa, Digital Transformation, Cucumber, Spring Security, Hibernate, Email, Continuous Improvement, Digital Services, It, Spring Boot, Communication Skills, Onboarding, Interpersonal Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Building Services Supervisor at Accor Apartments Realty
SLN2, New South Wales, Australia - Full Time
Skills Needed
Diplomacy, Mentoring, Communication Skills, Daily Operations, Coaching, Management Skills
Qualification
Graduate
Academic Services Coordinator at University of Waterloo
Waterloo, ON N2L 3G1, Canada - Full Time
Skills Needed
Perspectives, Risk, Compassion, Microsoft Office, Conflict Management, Outlook, International Students, Oats, Sharepoint, Discretion, Sensitive Information, Gears
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Assistant, Volunteer Services at 2025 Canada Games
St. John's, NL, Canada - Full Time
Skills Needed
Volunteer Management, Docs, Deliverables
Specialization
Business Administration, Administration, Business, Management
Qualification
Diploma
Financial Planning Paraplanner at SWMG LLC
Fort Worth, TX 76107, USA -
Full Time

Start Date

Immediate

Expiry Date

03 Aug, 25

Salary

75000.0

Posted On

04 May, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Docs, Communication Skills, Financial Planning, Software, Teams, Microsoft Office, Adobe Acrobat, Google Suite, Adhesion, Finance, Outlook, Excel, Sheets

Industry

Financial Services

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 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

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

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
Financial Planning Paraplanner at SWMG LLC
Fort Worth, TX 76107, USA - Full Time
Skills Needed
Docs, Communication Skills, Financial Planning, Software, Teams, Microsoft Office, Adobe Acrobat, Google Suite, Adhesion, Finance, Outlook, Excel, Sheets
Specialization
Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planning Paraplanner at SWMG LLC
Fort Worth, TX 76107, USA - Full Time
Skills Needed
Finance, Teams, Adhesion, Financial Planning, Microsoft Office, Adobe Acrobat, Sheets, Excel, Software, Outlook, Google Suite, Docs, Communication Skills
Specialization
Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Security Supervisor at Excellerate Services LLC
Dubai, دبي, United Arab Emirates - Full Time
Skills Needed
English, Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Business Analyst at ETechnology Services LLC
Wakefield, MA 01880, USA - Full Time
Skills Needed
Business Process, Agile Methodologies, Regulatory Requirements, Collaboration, Multi Tenant
Qualification
MA
Experience Required
Minimum 5 year(s)
Member Services Officer, ASPA at University of Saskatchewan
Saskatoon, SK S7N 5A2, Canada - Full Time
Skills Needed
Outlook, Web Design, Discretion, Content Design, Career Opportunities, Collective Agreements, Wcb, Office Procedures, Pipeda, Excel, Computer Skills, Medical Necessity, Documentation, Cultural Sensitivity, Teams, Microsoft Office, Powerpoint, Union, Employment Equity
Specialization
Labour relations or related field is preferred
Qualification
Diploma
Experience Required
Minimum 5 year(s)
Professional Services Manager at Tribute Technology
Central Luzon, , Philippines - Full Time
Skills Needed
Coaching, Agile, Asana, Salesforce, Interpersonal Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Transaction Services Analyst at SAP
Toronto, ON M5K 1B7, Canada - Full Time
Skills Needed
English, Communication Skills, Platforms, Crm, Teams, Ariba, Operations
Specialization
Business administration marketing operations or a related field
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Technical Veterinary Services at Alta Genetics
Calgary, AB, Canada - Full Time
Skills Needed
Groups, Powerpoint, Outlook, Veterinary Medicine
Qualification
Graduate
Supervisor, Seniors Services at Archway Community Services
Abbotsford, BC V2S 3S9, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Engineering Services Manager at Abbott Laboratories
Cavan, County Cavan, Ireland - Full Time
Skills Needed
Finance
Specialization
A manufacturing engineering or quality role
Qualification
Graduate
Experience Required
Minimum 15 year(s)
Building Services Technician at Virgin Active
Melbourne, Victoria, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Business Services Accountant at Aero Group
Brisbane QLD 4000, Queensland, Australia - Full Time
Skills Needed
Xero, Tax Accounting
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Director of Research Services at MANATT PHELPS PHILLIPS LLP
Los Angeles, California, USA - Full Time
Skills Needed
Ethics, Technology, Childbirth, Color, Guides, Base Pay, Research, Communication Skills, Knowledge Management, Hoovers, Interpersonal Skills, Strategic Thinking
Qualification
Graduate
Educator - Children Services at YMCA NSW
Revesby, New South Wales, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Technical Services Specialist at Abbott Laboratories
Kilkenny, County Kilkenny, Ireland - Full Time
Skills Needed
Failure Analysis, Soft Skills, Root, Communication Skills, Process Control
Specialization
Engineering or equivalent technical discipline
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Residential Services Manager at Marriott International Inc
New York, NY 10022, USA - Full Time
Skills Needed
Good Communication Skills
Specialization
Residential hospitality or related professional area preferred
Qualification
Graduate
Java Microservices Developer at Infosys
Austin, TX 78746, USA - Full Time
Skills Needed
Selenium, Spring Mvc, Scalable Web Applications, Web Development, Infosys, Jpa, Digital Transformation, Cucumber, Spring Security, Hibernate, Email, Continuous Improvement, Digital Services, It, Spring Boot, Communication Skills, Onboarding, Interpersonal Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Building Services Supervisor at Accor Apartments Realty
SLN2, New South Wales, Australia - Full Time
Skills Needed
Diplomacy, Mentoring, Communication Skills, Daily Operations, Coaching, Management Skills
Qualification
Graduate
Academic Services Coordinator at University of Waterloo
Waterloo, ON N2L 3G1, Canada - Full Time
Skills Needed
Perspectives, Risk, Compassion, Microsoft Office, Conflict Management, Outlook, International Students, Oats, Sharepoint, Discretion, Sensitive Information, Gears
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Assistant, Volunteer Services at 2025 Canada Games
St. John's, NL, Canada - Full Time
Skills Needed
Volunteer Management, Docs, Deliverables
Specialization
Business Administration, Administration, Business, Management
Qualification
Diploma