Financial Planning Manager: Lead a Remote Wealth Team

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

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.