Remote Financial Planning Manager Lead a High-Impact Team

Strittmatter Wealth Management Group, LLC.

Fort Worth (TX)

On-site

USD 90,000 - 115,000

Full time

10 days ago

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Benefits offered by this job

Life Insurance

Dental

Disability

Medical

Vision

401k matching

Dress Code: Business Professional

Job summary

Strittmatter Wealth Management Group, LLC in Fort Worth, TX is seeking an experienced Financial Planning Manager to lead an overseas Financial Planning team and ensure timely, high-quality financial plans for clients. You will coach, develop, and optimize workflows to deliver accurate client recommendations with the highest standards of service.

The role requires ten years in financial planning or wealth management, plus five years in leadership.

Qualifications

Ten years of experience in financial planning, wealth management, or paraplanning.
Five 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 or supervising a remote or overseas Financial Planning team is strongly preferred.
Willing to work onsite in 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.

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.