Financial Planner at SWMG

Fort Worth, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Sep, 26

Salary

0.0

Posted On

06 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Research, eMoney Advisor, Microsoft 365, Client Relationship Management, Asset Allocation, CRM Management, Compliance Documentation, Financial Illustration, Report Generation

Industry

Financial Services

Description

Strittmatter Wealth Management Group is seeking an experienced Financial Planner. This role is ideal for a detail-oriented professional who enjoys supporting advisors, building comprehensive financial plans, and making a measurable impact in clients' lives. About Strittmatter Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown 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. Job Duties and Responsibilities Prepare financial plans and customized recommendations for financial planning clients Participate in the investment research process and serve on the Investment Committee team Prepare reports, proposals, and financial illustrations for client meetings and reviews Take detailed notes during new client meetings and assist in follow up execution Utilize financial planning software including eMoney Advisor to input data, create scenarios, and generate reports Complete client assumptions, asset allocation recommendations, and plan documentation Maintain strong client relationships by assisting with service requests and account actions through completion Maintain accurate client records, CRM entries, and compliance files Request insurance quotes and coordinate with custodians and insurance providers Track weekly results and submit reports to management Create and update internal processes and procedures Perform additional assignments as needed Job Requirements Minimum three years of experience in a Paraplanner or Financial Planner role Bachelor's degree required, Financial Planning or Finance preferred Proficiency in Microsoft 365 including Word, Excel, Outlook, Teams, and Adobe Acrobat Strong attention to detail with the ability to work independently and collaboratively Highly organized with excellent written and verbal communication skills Professional, dependable, and client focused Ability to manage multiple projects simultaneously with consistent follow through Demonstrated commitment to producing high quality work Ability to meet deadlines in a fast paced environment Minimum of three professional references required Process driven and results oriented mindset Why Strittmatter Long term career-focused company with growth opportunities Competitive compensation with performance-based bonuses. Comprehensive benefits package, including medical, dental, vision, disability, and life insurance. 401(k) with company match to support your financial future. A professional, collaborative, and growth-oriented work environment.

Responsibilities

The role involves preparing comprehensive financial plans, customized recommendations, and financial illustrations for high-net-worth clients. Additionally, the planner will participate in investment research, maintain client records, and coordinate with custodians and insurance providers.