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Financial Planning Assistant Jobs in Springfield, OH

Troyohiochamber

Planner & Financials Analyst

Troy, OH · On-site

Responsibilities Forecasting, Planning, Scheduling, and Delivery Work in collaboration with AET ... Manage and develop the necessary processes to track financial transactions in relation to project ...

New

Warren County Community Services, Inc.

Be Seen First

Chief Financial Officer CFO

Dayton, OH · On-site

$110K - $130K/yr

... scenario planning to support decision-making. · Support long-term sustainability, including ... Insurance & Financial Risk Oversight · Assist in procurement and management of non-health ...

Warren County Community Services, Inc.

Be Seen First

Chief Financial Officer CFO

Dayton, OH · On-site

$110K - $130K/yr

... scenario planning to support decision-making. · Support long-term sustainability, including ... Insurance & Financial Risk Oversight · Assist in procurement and management of non-health ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Springfield, OH

Financial Planning Assistant information

See Springfield, OH salary details

$32K

$54.6K

$94.1K

How much do financial planning assistant jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial planning assistant in Springfield, OH is $54,600.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $61,700.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are popular job titles related to Financial Planning Assistant jobs in Springfield, OH?

For Financial Planning Assistant jobs in Springfield, OH, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Springfield, OH look for?

The top searched job categories for Financial Planning Assistant jobs in Springfield, OH are:

What cities near Springfield, OH are hiring for Financial Planning Assistant jobs?

Cities near Springfield, OH with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you

Planner & Financials Analyst

Troyohiochamber

Troy, OH • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

Crown Equipment Corporation is a leading innovator in world‑class forklift and material handling equipment and technology. As one of the world’s largest lift truck manufacturers, we are committed to providing the customer with the safest, most efficient and ergonomic lift truck possible to lower their total cost of ownership.

Responsibilities

Forecasting, Planning, Scheduling, and Delivery

Work in collaboration with AET, Sales and Project Management teams globally to forecast sales and kit production. Communicate with Manufacturing, Distribution and Engineering to ensure the Company has adequate capacity and compliance for each type of AET hardware product. Translate sales demand and establish production schedules to meet customer lead time expectations. Manage and develop the necessary processes to track financial transactions in relation to project schedules. Analyze weekly release schedules to maximize available production while maintaining appropriate levels of inventory and lead times. Track orders through the entire life cycle.

Bill Records, Financials & Reporting

Manage and develop the necessary processes to track financial transactions in relation to project schedules. Analyze exceptions and change reports to modify production plans. Identify potential issues within production and distribution channels and provide corrective actions to mitigate impact to end customers. Work with Project Management to maintain accuracy of daily kit release reports and lead time communications to Global Sales teams. Ensure billing records are accurate.

Financial and Business Process Analysis

Define, implement and maintain departmental budget and reporting practices. Implement a process to connect department expenses across multiple ERP systems. Incorporate project budgets and financials into monthly BI reports. Identify opportunities and manage project(s) to implement business system(s) to move financials to a systematic process. Implement, and administer Workfront reports, dashboards and processes. Analyze financial data to identify trends and recommend mitigations steps to leadership.

Ensure Company invoicing practices are adhered to. Work with Sales, Customer Support and Engineering on sales configurator updates and modifications. Organize and review invoices. Work with each unique customer business system to ensure invoicing is uploaded properly and payment is successful. Collaborate with Credit and Collections department on outstanding invoices. Assist with modifying the invoice when necessary for it to be paid by the customer.

Minimum Qualifications

5-7 years related experience

Bachelor's degree (Business, Accounting, or Supply Chain Management)

Work Authorization

Crown will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas or who need sponsorship for work authorization now or in the future, are not eligible for hire.

No agency calls please.

Compensation and Benefits

Crown offers an excellent wage and benefits package for full-time employees including Health/Dental/Vision/Prescription Drug Plan, Flexible Benefits Plan, 401K Retirement Savings Plan, Life and Disability Benefits, Paid Parental Leave, Paid Holidays, Paid Vacation, Tuition Reimbursement, and much more.

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