Manager, Financial Planner

Strittmatter Wealth Management Group

Fort Worth (TX)

On-site

USD 90,000 - 115,000

Full time

3 days ago

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Benefits offered by this job

Life Insurance

Dental

Disability

Medical

Vision

401k matching

Job summary

Strittmatter Wealth Management Group, LLC (SWMG) in Fort Worth, TX, seeks an experienced Financial Planning Manager to lead our overseas Financial Planning team. You will manage performance, ensure timely delivery of high-quality financial plans, coach staff, and optimize workflows to uphold accuracy and client service.

The role requires strong leadership and remote team management, with deep knowledge of comprehensive financial planning, investments, retirement, and tax concepts.

Qualifications

10 years of experience in financial planning or wealth management.
5 years in leadership or people management.
Strong leadership, coaching and team development skills.
Excellent project management, organizational and communication abilities.
WFH/onsite ability and CFP certification a plus.

Responsibilities

Lead, coach, and develop a high-performing remote team of Financial Planners.
Oversee daily workflow and ensure timely, accurate financial plans.
Review plans and recommendations for quality and consistency.
Monitor performance, provide coaching and development.
Improve processes, workflows, and documentation for efficiency.
Collaborate with advisors to meet client needs and goals.
Ensure accurate client records and proper use of planning software.

Skills

Leadership

Coaching

Team Development

Project Management

Communication

Remote Management

Quality Assurance

Education

Bachelor's degree

CFP certification (preferred)

Tools

Redtail

Pershing

TD Ameritrade VeoOne

eMoney

Riskalyze

Microsoft 365

Google Suite

RoboForm

Guru

Precise FP

Job description

Job Summary

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

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.
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 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