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 --- IND123 Apply Now Apply Now