About this role
Financial Advisor Apprentice (Advisor Apprenticeship Program) at SWMG. Location: Fort Worth, Texas, United States. Role: preparing plans, conducting research, maintaining records Requirements: Bachelor's in Financial Planning, strong Microsoft 365 and Adobe Acrobat skills, attention to detail, client service orientation, process-driven; CFP required within six months; three professional references. Category: Finance Seniority: Entry Level Tools: Redtail, Pershing, TD Ameritrade VeoOne, Adhesion, Money, Riskalyzer, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Google Docs, Google Sheets, Google Forms, Adobe Acrobat, RoboForm, Guru, Precise FP Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English