ZipRecruiter

Log In

1

Financial Planning Assistant Jobs in Springfield, OH

Dairy Queen

Assistant Manager

Tipp City, OH

$16/hr

... financial performance, product production, inventory, personnel, sales, and marketing. Set high ... Business Planning * Assist in the execution of the restaurant's business plan as directed by the GM ...

Waverly Advisors, LLC

Tax Advisor

Dayton, OH · On-site

... Assistants, Tax Accountants, and Senior Tax Accountants and contribute to professional development initiatives. * Maintain up-to-date knowledge of changes in tax legislation and financial planning ...

Waverly Advisors, LLC

Tax Advisor

Dayton, OH · On-site

... Assistants, Tax Accountants, and Senior Tax Accountants and contribute to professional development initiatives. * Maintain up-to-date knowledge of changes in tax legislation and financial planning ...

Copeland

Lead Financial Systems Analyst

Sidney, OH · On-site

$90 - $150/hr

... * Assist with change management, training, and communication activities related to system initiatives. * Support finance transformation efforts, including ERP migration and process modernization ...

Troutman Pepper

Finance Manager

London, OH · On-site

... reliability. * Assist and help lead the operational aspects of the firm's financial planning cycle, including annual budgets for the firm, offices, and practice groups, as well as periodic ...

Retirement Resource Center, LLC.

Wealth Advisor

Dayton, OH · On-site

$70 - $100/hr

Maintain working knowledge of personal financial planning concepts and techniques to assist Wealth Managers in serving client wealth management and investment advisory needs. * Assist BST management ...

New

Parallel Advisors

Wealth Strategist

Dayton, OH · Hybrid

$65K - $75K/yr

... financial planning tool (MoneyGuide Pro). * Help gather and distribute client information to outside professionals such as CPAs, bookkeepers, or estate planning attorneys on a regular basis. * Assist ...

OSI Recruit

Assistant Manager - LUK Airport

Troy, OH · On-site

The Assistant Manager is instrumental in maintaining the company's reputation for superior client ... financial planning by forecasting needs, supporting annual budget preparation, managing ...

previous pagenext page

Showing results 21-40

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

Insurance and Financial Services Position - State Farm Team Member

State Farm

Dayton, OH • On-site

$65K - $85K/yr

Full-time

Medical, PTO

Re-posted 18 hours ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,562 frontline employees who took The Breakroom Quiz

242nd of 315 rated insurance

Job description

Responsive recruiter
Benefits:
  • Paid vacation (Including Travel Expenses)
  • Bonus based on performance
  • Competitive salary
  • Employee discounts
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Wellness resources
  • Flexible schedule
  • Training & development

ABOUT OUR AGENCY:I opened my State Farm agency in 2011, and since then, I've built a strong, motivated team of seven. Before opening my agency, I worked in big-box retail management and served in the military, following in the footsteps of three generations of soldiers in my family. That experience taught me the value of leadership, discipline, and integrity-principles that continue to guide my business every day.
I was born and raised in Dayton and am passionate about giving back to the community that shaped me. I serve on the Dayton Public Schools Foundation Board and actively participate in Habitat for Humanity and Shoes for the Shoeless. My family and I are also very involved in our local church.
My agency is proud to be the #1 office in Ohio for sales, but what truly defines us is our culture. We're a high-performing team that stays grounded and connected-a family-style environment where everyone supports each other's success. The office itself is beautiful, casual, and welcoming, with a relaxed dress code and positive energy.
I offer paid benefits and vacation that increases with tenure, as well as health insurance and a focus on work-life balance. I'm always looking for positive, happy, and growth-oriented team members who want to be part of something exceptional-people who work hard, enjoy what they do, and take pride in being part of a winning team.
ROLE DESCRIPTION:
As Insurance and Financial Services Position - State Farm Team Member for Clinton Coble - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Develop and maintain customer relationships in insurance and financial services.
  • Consult customers with comprehensive financial planning and insurance options.
  • Assist customers with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.

QUALIFICATIONS:
  • 3+ years of experience in insurance and financial services.
  • Communication and interpersonal skills.
  • Licenses in insurance and FINRA Series 7 and 63 preferred.

Compensation: $65,000.00 - $85,000.00 per year
We're Hiring!
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

What State Farm employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply