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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