Financial Planning Office Manager | Direct Hire | Downtown Cincy

Financial Planning Office Manager | Direct Hire | Downtown Cincy

We are seeking a highly motivated and detail-oriented professional to lead our Financial Planning efforts and oversee the daily operations and client service functions of a growing financial and insurance advisory firm. This role combines hands-on financial planning support with office management responsibilities. The ideal candidate thrives in a small-business environment, demonstrates critical thinking, and takes ownership of managing efficient and compliant practices.

Responsibilities:

• Develop and assist in presenting comprehensive financial plans (retirement, estate, insurance, investments)
  
• Prepare client meeting materials, projections, and follow-up action items
  
• Support advisors with client onboarding, data gathering, and relationship management
  
• Research financial products and planning solutions to support client goals
  
• Oversee daily office operations, scheduling, and client communications
  
• Manage compliance documentation and maintain accurate regulatory records (SEC, FINRA, state insurance)
  
• Track workflows, budgets, billing, and basic bookkeeping functions
  
• Implement and manage CRM, planning, and portfolio management systems
  
• Identify and execute process improvements for efficiency and client experience
  
• Coordinate marketing initiatives such as newsletters, events, and social media
  
• Collaborate with leadership on firm growth strategies and technology upgrades
  
• Provide training and support to junior team members or interns

Qualifications:

• 5+ years of experience in financial planning or wealth management
  
• Certified Financial Planner (CFP®) or advanced industry designation preferred
  
• FINRA/SEC registrations strongly preferred
  
• Strong understanding of financial planning, investment, and insurance principles
  
• Proven leadership and organizational skills in a small-team or advisory firm setting
  
• Experience with CRM, financial planning, and portfolio management software
  
• Excellent attention to detail and ability to manage multiple priorities
  
• Strong written and verbal communication skills with a client-focused mindset
  
• Ability to identify process improvements and implement strategic initiatives
  
• Proactive, self-directed, and comfortable taking ownership of firm operations

Compensation & Benefits:

• Starting annual salary of $120,000+, with growth potential
  
• Medical insurance reimbursement up to 70%
  
• Life and disability insurance partially paid by the firm
  
• 401(k) plan with company match up to 4%
  
• Paid time off and holidays (25 total days)
  
• Hybrid schedule – work from home on Fridays after 90 days
  
• Paid parking provided
  
• Professional development support and leadership opportunities
  
• Collaborative small-team culture with long-term career growth potential

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