Manager, Financial Planner

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.
• 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

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.