Financial Planner Apprentice — Advisor Apprenticeship Program

Job overview

The Financial Planner Apprentice — Advisor Apprenticeship Program is an onsite, full-time role in Fort Worth, TX, with a salary range of $60,000–$75,000 per year plus bonus. SWMG is an independent investment firm specializing in retirement planning, investment management, and business planning for high-net-worth clients and business owners. The multi-year career track develops future financial advisors through hands-on paraplanning, structured training, mentorship, and exposure to advanced planning strategies. The apprentice prepares client plans and meeting materials, supports investment research and client service, and maintains accurate records and compliance files.

What you'll do

• Prepare financial plans, recommendations, reports, proposals, and financial illustrations
• participate in investment research and the Investment Committee team
• prepare for client meetings and take notes
• use planning software to enter client data and generate scenarios and reports
• assist clients with requests and account actions
• maintain CRM records and compliance files
• coordinate with internal teams, custodians, and insurers
• track performance and update processes.

What we're looking for

Skills & competencies

financial planner apprentice

advisor apprenticeship program

fort worth tx

swmg

full-time

$60k–$75k/year plus bonus

financial planning

paraplanning

investment research

client service

cfp certification

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, disability, life insurance, 401(k) with match, and possible CFP examination cost reimbursement subject to terms.

Why this role

Bachelor’s degree in Financial Planning or a related field required; candidates must obtain CFP certification within six months. CFP examination cost may be reimbursed subject to terms and conditions.

About the employer

SWMG is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.