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Financial Planning Office Manager Jobs (NOW HIRING)

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Saginaw, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Canton, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Barnes & Thornburg LLP

Office Manager

Nashville, TN · On-site

Financial Management * Develop, manage, and monitor office operating and capital budgets. * Review ... Lead the planning and execution of office-sponsored events, including holiday celebrations ...

Barnes-&-Thornburg-LL

Office Manager

Nashville, TN · On-site

Financial Management * Develop, manage, and monitor office operating and capital budgets. * Review ... Lead the planning and execution of office-sponsored events, including holiday celebrations ...

Uncommon Schools

Office Manager

Rochester, NY · On-site

$17 - $18.57/hr

Planning and supporting logistics and set up for school events and activities as needed Responsibilities of the Office Manager - Finance include, but are not limited to, the execution of the ...

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Financial Planning Office Manager information

See salary details

$25.5K

$51.5K

$77.5K

How much do financial planning office manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial planning office manager in the United States is $51,476.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What does a financial planning office manager do?

A Financial Planning Office Manager oversees the daily operations of a financial planning firm or department. They are responsible for managing administrative staff, coordinating client communications, ensuring compliance with regulations, and supporting financial advisors. This role often includes overseeing scheduling, maintaining records, and handling office budgets. Their work ensures the office runs smoothly, allowing financial planners to focus on serving clients effectively.

What are the key skills and qualifications needed to thrive as a financial planning office manager?

To thrive as a Financial Planning Office Manager, you need a solid background in financial services, office administration, and compliance, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and regulatory compliance tools such as FINRA or SEC guidelines is essential. Strong organizational skills, attention to detail, and effective communication are crucial soft skills for managing staff and ensuring client satisfaction. These competencies ensure the smooth operation of the office, regulatory compliance, and the delivery of high-quality client service.

What are some common challenges faced by a financial planning office manager, and how can they be addressed?

Financial Planning Office Managers often juggle multiple responsibilities, such as supervising staff, ensuring regulatory compliance, and managing client onboarding processes. A common challenge is balancing operational efficiency with maintaining high-quality client service, especially during peak periods. Proactively implementing clear workflows, leveraging financial planning software, and fostering open communication within the team can help address these challenges. Regular training and staying updated with industry regulations also ensure smooth office operations and client satisfaction.

What is the difference between Financial Planning Office Manager vs Financial Advisor?

AspectFinancial Planning Office ManagerFinancial Advisor
Primary RoleOversees office operations, manages staff, and supports financial planning teamsProvides personalized financial advice and investment strategies to clients
CredentialsOften requires financial certifications (e.g., CFP, CPA), but focus is on managementTypically holds CFP, CFA, or similar certifications
Work EnvironmentFinancial planning firms, offices, or corporate settingsClient offices, financial institutions, or independent practice
Employer & Industry UsageUsed in financial planning firms to support advisors and operationsUsed by firms and independent advisors to serve clients directly

The Financial Planning Office Manager primarily handles office operations and team support within financial planning firms, while the Financial Advisor focuses on providing personalized financial advice to clients. Both roles may require similar certifications, but their core responsibilities differ significantly.

What are popular job titles related to Financial Planning Office Manager jobs?

For Financial Planning Office Manager jobs, the most frequently searched job titles are:

Infographic showing various Financial Planning Office Manager job openings in the United States as of September 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $51,476 per year, or $24.7 per hour.

Financial Planning Assistant

Tecumseh, MI • On-site

Hantz Group
Finance and Insurance • 201 - 500 employees
Learn more about Hantz Groupexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

Financial Planning Assistant
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.
Essential Job Functions:
  • Assist in booking appointments for advisors
  • Prepare declaration page quote sheet for meetings
  • Market for property/casualty insurance service opportunities
  • Assist advisors with client services
  • Coordinate business and meetings with advisors, tax team and estate planners
  • Market to companies for business opportunities
  • Comply with All Industry Rules and Regulations
  • All other tasks assigned
Education/Knowledge & Skills:
  • High School Diploma/GED
  • Strong oral and written communication skills
  • Strong organizational skills
  • Basic database skills
  • Proficient in Microsoft Office
  • Must be Able to Obtain Required Licenses*
Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary
  • Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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