Strittmatter Wealth Management Group
Website:
strittmatterwealth.com
Job details:
Job Summary
Our growing wealth management firm is seeking an experienced Financial Planning Manager to lead our remote 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 near downtown 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.
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 management experience.
- Advanced knowledge of comprehensive financial planning, investments, retirement planning, insurance, and tax planning concepts.
- CFP® certification a plus
- Bachelor's degree
- Experience managing or supervising a remote or overseas Financial Planning or Paraplanning team is strongly preferred.
- Amenable to work as an Independent Contractor
- Willing to work on Central Time business hours, Mondays-Fridays 8am-5pm
- Extensive experience with eMoney Advisor
- Strong leadership, coaching, and team development skills.
- Excellent project management, organizational, and communication abilities.
- High attention to detail with a strong commitment to quality and accuracy.
Software Knowledge (Preferred but Not Required)
- Redtail
- Pershing
- TD Ameritrade VeoOne
- Adhesion
- eMoney
- Riskalyze
Why Join Strittmatter Wealth Management Group
- Defined long-term career growth path
- Professional, collaborative, and team-oriented culture
- Remote work opportunity
Compensation: $15-$18 USD per hour, performance-based bonuses, paid time-off and paid holidays
We look forward to your application.
Click on Apply to know more.