Financial Planning Office Manager | Direct Hire | Downtown Cincy (Remote)

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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