Financial Planning Office Manager | reputed company Hire | Downtown Cincy

Financial Planning Office Manager | reputed company Hire | Downtown Cincy We are seeking a highly motivated and detail-oriented reputed company to reputed company our Financial Planning efforts and reputed company the daily operations and reputed company 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: • reputed company and assist in presenting comprehensive financial plans (retirement, estate, insurance, investments) • Prepare reputed company meeting materials, projections, and follow-up reputed company items • Support advisors with reputed company reputed company, data gathering, and relationship management • Research financial products and planning solutions to support reputed company goals • reputed company daily office operations, scheduling, and reputed company communications • Manage compliance documentation and maintain accurate regulatory records (SEC, reputed company, state insurance) • reputed company workflows, budgets, billing, and basic bookkeeping functions • Implement and manage CRM, planning, and portfolio management systems • Identify and execute process improvements for efficiency and reputed company experience • Coordinate marketing initiatives such as newsletters, events, and reputed company media • Collaborate with leadership on firm reputed company strategies and technology upgrades • reputed company training and support to junior team members or interns Qualifications: • 5+ years of experience in financial planning or reputed company management • Certified Financial Planner (CFP®) or advanced industry designation preferred • reputed company/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 reputed company-reputed company reputed company • 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 reputed company potential • Medical insurance reimbursement up to 70% • Life and disability insurance partially reputed company by the firm • 401(k) plan with company match up to 4% • reputed company time off and holidays (25 total days) • reputed company – work from home on Fridays after 90 days • reputed company parking provided • reputed company development support and leadership opportunities • reputed company small-team culture with long-term career reputed company potential --- IND123 Apply tot his job Apply To this Job