Client Relationship Associate

Retirement Resource Center, LLC.; Needham (MA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Disability insurance

Life insurance

Paid time off

401(k) with profit sharing

Perks program discounts

Bonus program

Job summary

Goodman Advisory Group, LLC in Needham, MA is looking for an entry‑level Financial Planning Support professional. This role is the first step in our wealth management development program, designed to train you from the ground up and advance into Paraplanning and other advisor roles over time.

You will collaborate with Operations, Planning, and Investment teams to support client service and planning, with potential hybrid work after training.

Qualifications

• Bachelor’s degree preferred or in progress.
• 0-3 years of experience in financial services or a client facing role in any industry.
• Coachable, curious, and open to feedback.
• Strong attention to detail, organization, and follow-through.
• Ability to manage multiple priorities and deadlines independently.
• Clear and professional written and verbal communication.
• Proficiency with Microsoft Office and Adobe Acrobat.

Responsibilities

• Learn our financial planning process.
• Prepare client financial plans with the Principal and other advisors, gathering and organizing data in our planning software.
• Schedule planning meetings and assist with meeting prep and follow-up.
• Support servicing for insurance policies, annuities, and other outside accounts.
• Coordinate across Operations, Planning, and Investment teams to resolve multi-discipline matters.
• Produce monthly and quarterly client reports and be primary contact for client calls.

Skills

MS Office/Adobe Acrobat

Communication

Attention to detail

Multi-tasking

Client service mindset

Education

Bachelor’s degree preferred or in progress

Tools

eMoney

Wealthbox

Jump

Holistiplan

Financial planning software

CRM systems

Job description

Location: Needham, MA | Full-time | On-site, hybrid potential after training

Reports to: Director of Operations & Director of Financial Planning

Compensation: Base range between $65,000 and $75,000 plus bonus

About Us

Goodman Advisory Group, LLC is a growing, independently owned wealth management firm managing over $460 million of assets for high-net-worth individuals and families. Our firm is genuinely differentiated by an entirely in-house quantitative investment process, running on software we wrote ourselves. We have higher account minimums to ensure fewer clients and deeper relationships. We take process and organization seriously. Every person here has real impact on how the firm operates.

The Role

This role is the first step in our financial planner development program. It is built for someone who is interested in pursuing a career in wealth management and financial planning and is willing to learn the business from the ground up. Our Director of Financial Planning started in operations and now leads our planning team, and this role formalizes the path he took. You will work towards mastery of how we operate and how we build financial plans while helping the firm provide exceptional client service from the front lines.

Advancement is based on demonstrated capability. The right candidate may be promoted within twelve to eighteen months to a Paraplanning role with a corresponding increase in salary. Over time, advancement potential includes roles such as Support Advisor, Financial Planner, and Financial Advisor.

You’ll coordinate across our Operations, Planning, and Investment teams to resolve matters that touch multiple disciplines. You’ll also work closely with our Director of Operations to ensure day-to-day client service standards are upheld, and with our Director of Financial Planning to build and deepen your familiarity with our planning processes.

What You’ll Do

Financial Planning Support

• Learn our financial planning process
• Work with the Principal of the firm and other financial advisors to prepare client financial plans, including gathering and organizing client financial data in our financial planning software
• Schedule planning meetings and assist with meeting preparation and follow up
• Support servicing for insurance policies, annuities, and other outside investment accounts
• Contribute to miscellaneous projects that support our financial planning services

Client Service & Account Operations:

• Process new account paperwork, transfers, and account maintenance requests
• Handle client service inquiries and resolve operational issues
• Coordinate money movement, distributions, and account updates
• Prepare and deliver monthly and quarterly client reports
• Serve as the primary point of contact for incoming client calls

Office & Team Support

• Keep the office running smoothly through facilities coordination, vendor communications, and day-to-day logistics
• Support event planning and logistics for client and firm events

Workflow & Systems

• Proactively manage and update firm systems including our financial planning system, CRM, custodial platforms, and internal tracking tools
• Coordinate with the planning team on engagement letters and administrative follow-through
• Jump in on special projects and help us build better processes as we scale

Who You Are

• You have been excellent at something difficult either personally or professionally
• Bachelor’s degree preferred or in progress
• 0-3 years of experience in financial services or a client facing role in any industry
• Coachable, curious, and open to feedback
• Strong attention to detail, organization, and follow-through
• Ability to manage multiple priorities and deadlines independently
• Clear and professional written and verbal communication
• Proficiency with Microsoft Office and Adobe Acrobat

Even Better If You Have

• Experience using CRM systems, financial planning software, and custodial platforms such as eMoney, Wealthbox, Jump or Holistiplan

Why Join Us

• Our goal is to mentor you and to build your skill set
• Your compensation can increase quickly with demonstrated progress
• We sponsor you to obtain professional licenses and give you the time to study for them
• Once you are trained, we offer hybrid flexibility with time working from home
• We offer a comprehensive benefits package including health, dental, disability and group life insurance coverage, paid time off, 401(k) and profit sharing, access to exclusive employee discounts through a perks at work program and a generous bonus package based on personal progress and the growth of the firm
• We believe in work-life balance with the goal of little to no overtime and a supportive learning environment
• Our smaller size means greater access to the decision makers across the firm

Goodman Advisory Group is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, age, disability, genetic information, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.