AtWork Personnel · 3 months ago
Financial Planning Office Manager | Direct Hire | Downtown Cincy
Cincinnati, OH
Full-time
Hybrid
Mid, Senior Level
5+ years expAtWork Personnel is a growing financial and insurance advisory firm seeking a highly motivated and detail-oriented professional to lead their Financial Planning efforts. The role involves overseeing daily operations and client service functions while providing hands-on financial planning support.
Staffing & Recruiting
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
Qualification
Required
5+ years of experience in financial planning or wealth management
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
Preferred
Certified Financial Planner (CFP®) or advanced industry designation preferred
FINRA/SEC registrations strongly preferred
Benefits
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
Company
AtWork Personnel
Need help finding a job? Whether you are seeking temporary employment services or a full-time position, AtWork has you covered.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Melissa Dancy, RN, MBA
President/CEO AtWork Personnel Services Houston East & Houston Bay Area
Severne Al Frazier
Owner/CEO
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