Financial Planning Pathway: Client Services Associate (Hybrid)

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

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.