Manager, Financial Planner

SWMG•Fort Worth, TX

25d•Onsite

About The Position

Strittmatter Wealth Management Group, LLC is seeking an experienced Financial Planning Manager to lead its overseas Financial Planning team. The manager will oversee team performance and daily workflows, ensure timely delivery of accurate, high-quality financial plans and client deliverables, coach and develop team members, and improve operational processes. The role works with advisors and leadership to support client needs, departmental goals, and consistent standards of client service. Strittmatter Wealth Management Group is a boutique Registered Investment Advisor in Fort Worth, Texas. Founded in 2007, the firm specializes in retirement planning, investment management, and business planning for high-net-worth clients and business owners. It offers investment options including alternative investments, private real estate portfolios, and access to institutional managers. The position is onsite at the Fort Worth office. Office hours are Monday through Thursday, 8:00 AM to 5:00 PM, and Friday, 8:00 AM to 4:00 PM. Compensation is $90,000–$115,000 base salary plus bonuses.

Requirements

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.
Bachelor's degree.
Willingness to work onsite in the 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 and a strong commitment to quality and accuracy.

Nice To Haves

CFP® certification.
Experience managing or supervising a remote or overseas Financial Planning team.
Preferred software knowledge: Redtail, Pershing, TD Ameritrade VeoOne, Adhesion, eMoney, Riskalyze, Microsoft 365 (Excel, Word, PowerPoint, Teams), Google Suite (Docs, Sheets, Forms), RoboForm, Guru, and Precise FP.

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.