Team Manager of Financial Planning

Strittmatter Wealth Management Group; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401k Match

Career Growth

Job summary

Strittmatter Wealth Management Group in Fort Worth, TX is seeking an experienced Manager to lead our Financial Planning team. You will coach and develop a remote team, ensure timely delivery of high-quality plans, and drive operational excellence in a collaborative environment.

The role requires strong leadership, expert financial planning knowledge, and excellent communication. You will monitor performance, optimize workflows, and partner with advisors and leadership to meet client needs while

Qualifications

• 7 years overall experience in financial planning, wealth management, or paraplanning.
• Experience in leadership or people management.
• Excellent project management, organizational, and communication abilities.
• Experience managing 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 financial planning software.
• 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.

Skills

Leadership

Financial Planning

Team Management

Project Management

Communication

Remote Team Collaboration

Regulatory/Compliance knowledge

Job description

Our growing wealth management firm is seeking an experienced 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.

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.

Location: Fort Worth, TX

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

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

• 7 years overall experience in financial planning, wealth management, or paraplanning preferred
• Experience in leadership or people management preferred
• 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

Why Join Strittmatter Wealth Management Group

• Professional, collaborative, and team-oriented culture
• Defined long-term career growth path
• Competitive salary plus performance-based bonus opportunities
• Comprehensive benefits package including health and 401k match