Financial Paraplanner

Our fast-growing financial planning firm is seeking an experienced Financial Paraplanner to assist with full scale planning support. This includes data entry, plan development, analysis, recommendations, and preparation of comprehensive planning documents using financial planning software. Strong attention to detail, accuracy, and the ability to meet strict deadlines are essential.

About Strittmatter Wealth Management Group

Founded in 2007, SWMG is a boutique Registered Investment Advisor based in downtown Fort Worth. We specialize in retirement planning, investment management, and business planning for 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.

Responsibilities

• Enter, organize, and review client data in financial planning software to ensure accuracy and completeness
• Build and analyze financial plans following firm standards, guidelines, and planning methodologies
• Prepare comprehensive planning documents, including assumptions, forecasts, and clear recommendations
• Develop plan recommendations that align with client goals, risk tolerance, and long term objectives
• Deliver high quality work within strict deadlines while maintaining accuracy and consistency
• Collaborate closely with advisors to support ongoing planning needs, updates, and client follow up

Requirements

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