Financial Planning Manager

Strittmatter Wealth Management Group

Fort Worth (TX)

On-site

USD 90,000 - 115,000

Full time

14 days+

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Benefits offered by this job

Life Insurance

Dental

Disability Insurance

Medical Insurance

Vision

401k Matching

Job summary

Strittmatter Wealth Management Group, LLC (SWMG) is seeking a Financial Planning Manager to lead an overseas Paraplanning team from Fort Worth, TX. You will coach, manage workflows, and ensure high-quality financial plans with strong client service.

Responsibilities include reviewing plans, coaching staff, improving processes, and maintaining documentation accuracy. This role requires onsite work in Fort Worth, with a focus on leadership and operational excellence in a collaborative environment.

Qualifications

10 years of experience in financial planning or wealth management.
5 years of leadership or people management experience.
Strong leadership, coaching, and team development skills.
Excellent project management, organizational, and communication abilities.
CFP certification is a plus; Bachelor’s degree required.
Experience managing remote or overseas teams preferred; onsite in Fort Worth.

Responsibilities

Lead, coach, and develop a high-performing remote team of Financial Planners and Paraplanners.
Oversee daily workflow, prioritize assignments, and ensure timely, accurate completion of financial plans.
Review financial plans, reports, and recommendations to maintain quality and consistency.
Monitor team performance, provide regular coaching and feedback, and support development.
Improve team processes and workflows to increase efficiency and accuracy.
Collaborate with advisors to support client needs and achieve goals.
Ensure accurate client records, compliance documentation, and proper use of planning software.
Track team performance metrics and assist with special projects.

Skills

Leadership

Coaching

Communication

Project management

Attention to detail

Team development

Remote team management

Education

Bachelor's degree

CFP certification (a plus)

Tools

eMoney Advisor

Redtail

Pershing

TD Ameritrade VeoOne

Adhesion

Riskalyze

Microsoft 365

Google Workspace

RoboForm

Guru

Precise FP

Job description

Job Summary

Our growing wealth management firm is seeking an experienced Financial Planning Manager to lead our overseas Paraplanning team. This individual will be responsible for managing team performance, ensuring the timely delivery of high-quality financial plans, developing team members, improving workflows, and maintaining the highest standards of accuracy and client service. This is an excellent opportunity for a leader who enjoys coaching others while driving operational excellence within a collaborative environment.

About Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in 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.

Position Details

Location: Fort Worth, TX

Office Hours: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM

Compensation: $90,000-$115,000 base plus bonuses

Benefits: Life Insurance, Dental, Disability, Medical, Vision, 401k matching

Dress Code: Business Professional

Responsibilities

Lead, coach, and develop a high-performing remote team of Financial Planners and Paraplanners.
Oversee daily workflow, prioritize assignments, and ensure timely, accurate completion of financial plans and client deliverables.
Review financial plans, reports, and recommendations to maintain quality and consistency.
Monitor team performance, provide regular coaching and feedback, and support ongoing professional development.
Improve team processes, workflows, and documentation to increase efficiency and accuracy.
Collaborate with advisors and leadership to support client needs and achieve departmental goals.
Ensure accurate client records, compliance documentation, and proper use of financial planning software.
Track team performance metrics, prepare management reports, and assist with special projects as needed.

Qualifications

10 years of experience in financial planning, wealth management, or paraplanning
5 years of leadership or people management experience
Strong leadership, coaching, and team development skills.
Excellent project management, organizational, and communication abilities
CFP® certification a plus
Bachelor's degree
Experience managing or supervising a remote or overseas Financial Planning or Paraplanning team is strongly preferred
Willing to work onsite in our Fort Worth office
Advanced knowledge of comprehensive financial planning, investments, retirement planning, insurance, and tax planning concepts
Extensive experience with eMoney Advisor
High attention to detail with a strong commitment to quality and accuracy

Software Knowledge (Preferred)