Financial Planning Manager

Job Summary

Our growing wealth management firm is seeking an experienced Financial Planning Manager to lead our overseas Paraplanning 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: $90000-$115000 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 and Paraplanners.

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

Bachelors degree

Experience managing or supervising a remote or overseas Financial Planning or Paraplanning 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

Software Knowledge (Preferred)

Redtail

Pershing

TD Ameritrade VeoOne

Adhesion

eMoney

Riskalyze

Microsoft 365 (Excel Word PowerPoint teams)

Google Suite (Docs Sheets Forms)

RoboForm

Guru

Precise FP

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

We look forward to your application.