Financial Planning Manager

Avance Consulting; Fort Worth (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Job summary

Avance Consulting, a Fort Worth-based wealth management firm, is seeking a Financial Planning Manager to lead and grow the Financial Planning team. The role focuses on delivering high-quality financial plans, coaching staff, and improving workflows in a collaborative setting.

This on-site leadership position requires strong planning expertise, experience managing remote teams, and a commitment to accuracy and client service.

Qualifications

• 10 years of experience in financial planning, wealth management, or paraplanning.
• 3 years of leadership or people management experience.
• Strong leadership, coaching, and team development skills.
• Excellent project management, organizational, and communication abilities
• Experience leading remote or overseas teams preferred
• Willing to work onsite in Fort Worth
• Advanced knowledge of financial planning, investments, retirement, insurance, and tax planning
• Extensive experience with financial planning software
• High attention to detail and accuracy

Responsibilities

• Lead, coach, and develop a high-performing remote team of Financial Planners.
• 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.
• 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

Skills

Leadership

Coaching

Team development

Project management

Communication

Attention to detail

Tools

Financial planning software

Job description

The company 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.

About the Role

Our growing wealth management firm is seeking an experienced Financial Planning Manager to lead our Financial Planning 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.

Responsibilities

• Lead, coach, and develop a high-performing remote team of Financial Planners.
• 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
• 3 years of leadership or people management experience
• Strong leadership, coaching, and team development skills.
• Excellent project management, organizational, and communication abilities
• Experience managing or supervising a remote or overseas Financial Planning 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 financial planning software
• High attention to detail with a strong commitment to quality and accuracy

Required Skills

• Strong leadership, coaching, and team development skills.
• Excellent project management, organizational, and communication abilities
• Advanced knowledge of comprehensive financial planning, investments, retirement planning, insurance, and tax planning concepts
• Extensive experience with financial planning software
• High attention to detail with a strong commitment to quality and accuracy

Preferred Skills

• Experience managing or supervising a remote or overseas Financial Planning team

Pay range and compensation package

• Competitive salary plus performance-based bonus opportunities
• Comprehensive benefits package including health and 401k match

Equal Opportunity Statement

The company is an equal opportunity employer and is committed to maintaining a professional, collaborative, and team-oriented culture that supports diversity and inclusivity.