Practice Manager - Financial Planning Team

About Us

We are a growing financial planning team dedicated to helping clients achieve long-term financial success through personalized advice and disciplined strategies. Our team values integrity, collaboration, and a client-first mindset. We are seeking an experienced and highly organized Practice Manager to oversee daily operations and support the continued growth of our practice.

Position Overview

The Financial Planning Practice Manager plays a critical role in ensuring smooth business operations, enhancing client experience, and supporting advisors in delivering high-quality financial planning services. This role blends operational leadership, client service management, and team coordination.

Key Responsibilities

· Oversee day-to-day office operations and workflow efficiency

· Manage client service processes, including onboarding, scheduling, and follow-ups

· Implement and maintain operational systems, CRM tools, and compliance procedures

· Coordinate with financial advisors to ensure timely preparation for client meetings

· Track key performance metrics and identify areas for improvement

· Assist with marketing initiatives, events, and client communications

· Maintain compliance with industry regulations and internal policies

· Manage office resources

Qualifications

· Bachelor’s degree

· Proven experience in office or operations management

· Strong organizational and leadership skills

· Excellent communication and interpersonal abilities

· Proficiency with CRM systems and Microsoft Office Suite

· Ability to manage multiple priorities and work independently

Preferred Qualifications

· Experience in a financial planning or wealth management firm

· 3–7 years of experience in financial services, wealth management, or a similar environment

· Project management experience

Compensation & Benefits

· Competitive salary based on experience in the range of $65,000 -$75,000

· Performance-based bonus opportunities

· Health, dental, and vision insurance

· Retirement plan with employer contribution

· Paid time off and holidays

· Professional development support

How to Apply

Please submit your resume and a brief cover letter outlining your experience and interest in the role to [email protected]. Also, please complete our survey by copying and pasting the following link into your browser:

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person