Financial Planning Assistant

South Shore Retirement Services; Hingham (MA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Job summary

South Shore Retirement Services in Hingham, MA is seeking a Financial Planning Assistant to support the advisory team with client meetings, investment research, and coordination of prospect interactions, ensuring a positive client experience. The ideal candidate will have 2+ years in financial services, an associates degree preferred, and strong skills with MS Office and CRMs.

This in-office role offers competitive pay and comprehensive benefits, including health, dental, and vision insurance,

Qualifications

• Associates Degree preferred.
• 2+ years of experience in financial services or related field in a fast-paced office.
• Strong proficiency with MS Office and CRMs (HubSpot, Redtail or Salesforce).
• Strong organizational skills and meticulous attention to detail.
• Self-starter who takes initiative and works well independently.
• Demonstrates integrity and ethical conduct with confidential client information.

Responsibilities

• Preparing and processing client and account paperwork.
• Preparing for advisor meetings and financial plans.
• Sitting in in client meetings when needed.
• Taking meeting notes and entering notes and follow-up items into our CRM.
• Assisting with the preparation and updating of financial plans.
• Gathering statements, reports, and other information needed for meetings.
• Tracking outstanding paperwork and advisor follow-up items.
• Working with our operations and service teams to help move client matters through completion.

Skills

Client service

Interpersonal skills

Organizational skills

Initiative

Attention to detail

Education

Associates Degree

Tools

Microsoft Office Suite

HubSpot

Redtail

Salesforce

Job description

Are you passionate about delivering exceptional client service and eager to play a key role in supporting a successful financial planning team? In this role, you’ll collaborate with advisors by preparing for meetings, conducting investment research, and coordinating prospect interactions—all while ensuring a positive client experience. The ideal candidate possesses strong interpersonal skills, a commitment to client satisfaction, and thrives in a fast-paced, collaborative environment.

South Shore Retirement Services—a fast-paced, independent financial advisory firm in Hingham, MA—is seeking a Financial Planning Assistant to join our team. In this role, you’ll work directly with our advisory team, supporting advisors with the day-to-day work surrounding client meetings and financial planning. The ideal candidate is eager to grow their career in the financial industry and contribute to our firm's ongoing success.

What You’ll Do:

• Preparing and processing client and account paperwork
• Preparing for advisor meetings and financial plans
• Sitting in in client meetings when needed
• Taking meeting notes and entering notes and follow-up items into our CRM
• Assisting with the preparation and updating of financial plans
• Gathering statements, reports, and other information needed for meetings
• Tracking outstanding paperwork and advisor follow-up items
• Working with our operations and service teams to help move client matters through completion

What We’re Looking For:

• Associates Degree preferred
• 2+ years of experience in financial services, wealth management, banking, insurance, mortgage processing, or a related field within a fast-paced office environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM’s (HubSpot, Redtail or SalesForce)
• Strong organizational skills
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• Experience working in the financial industry and in supporting financial advisors is a plus!
• Series 65, Series 66 or similar is a plus!

What You’ll Get:

• $65,000 - $75,000/yr, depending on licensing and experience
• Health, dental, and vision insurance
• Paid time off and holidays
• 401(k) with company match

Schedule:

• In office: Monday – Friday, 8:30am – 5:00pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com