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60 Rhi Financial Planning Manager Jobs Hiring Near You

SWMG

Financial Planning Manager

Fort Worth, TX · On-site

$90K - $115K/yr

Job SummaryOur 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 ...

Energy Talent Search

Financial Planning Manager

Houston, TX · On-site

$140K - $175K/yr

Financial reporting * Technical accounting * Upstream oil & gas accounting * Monthly close support ... Ability to manage multiple priorities and deadlines in a fast-paced environment * Self-starter ...

New

EP Wealth Advisors, LLC

$70 - $94/hr

Manage and maintain the financial planning process, including reviewing gathereddata, inputting financial plans, creating assumptions, generating scenarios, and conducting internal reviews,and ...

New

Dfwairport

Senior Financial Planning Manager

Dallas, TX · On-site

$107K - $146K/yr

Advanced skill in computer applications relating to financial planning, financial reporting and management information systems. * Advanced skill in the use of technology in conducting analytical ...

Socket.dev

WI · On-site

$150 - $210/hr

Advanced skill in computer applications relating to financial planning, financial reporting and management information systems. * Advanced skill in the use of technology in conducting analytical ...

Posted today

mprogen

FP&A Corporate Planning Manager

Jacksonville, FL · Hybrid

$130 - $150/mo

Title: FP&A Corporate Planning Manager Location: Jacksonville, FL Duration: Full-time Salary Interview Mode: Virtual round 5 days Onsite role. Education and Experience Requirements: Bachelor's degree ...

EP Wealth Advisors, LLC

$85 - $120/hr

Consult with the Financial Planning Manager for clients with assets of $5 million and more complexfinancial plans. * Financial Plan Creation: Lead the creation of detailed, customized financial plans ...

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Financial Planning Manager

Strittmatter Wealth Management Group, LLC.

Fort Worth, TX • On-site

$90 - $115/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago

New

Key responsibilities

  • Manage team performance, provide coaching, and support professional development of the remote Financial Planning and Paraplanning team.

  • Oversee the timely and accurate delivery of financial plans, reports, and client deliverables.

  • Improve workflows, processes, and documentation to increase efficiency and maintain high standards of quality and accuracy.

Job description

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: $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 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
  • Bachelor's 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.

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