Part Time Financial Planning and Operations Specialist

Part-Time Virtual Client Service Associate (10 Hours/Week)

Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial

Remote | Flexible Schedule

Martin’s Financial Consulting Group is seeking a detail-oriented, tech-savvy Part-Time (remote or on site in Havre de Grace, MD) team member to support our growing, financial planning practice. This role begins at approximately 10 hours per week (about 2 hours/day) and offers the opportunity to expand in scope as the practice grows.

This position is ideal for someone who enjoys organization, process management, and financial planning support, and is interested in long-term growth within the financial services industry.

• Manage scheduling and calendar coordination
• Maintain and optimize CRM (Salesforce) data and workflows
• Support team with administrative overflow and project-based tasks
• Assist in preparing weekly team meeting agendas and materials

• Input client data into financial planning software (Money Guide)
• Generate and format financial planning documents
• Run planning scenarios (retirement timing, expenses, etc.)
• Coordinate internal review process and implement revisions
• Ensure final deliverables are accurate and complete

• Maintain Financial Planning Status tracking spreadsheets
• Update client plan progress, timelines, and key data points
• Monitor workflow to ensure plans are progressing on schedule

• Assist with planning and execution of client webinars and events
• Track event timelines, approvals, and communication schedules
• Coordinate logistics with vendors, partners, and internal team
• Manage invitations, RSVP tracking, and follow-up communications

• Help improve efficiency across systems and processes
• Ensure documents and deliverables are properly stored and accessible
• Support consistent execution of pre-meeting workflows

Our ideal candidate is:

• Highly organized and detail-oriented
• Tech-savvy
  , especially within CRM systems (Salesforce preferred)
• Comfortable managing multiple workflows and deadlines
• Proactive and able to work independently in a virtual environment
• Strong communicator who can collaborate with a remote team

• Experience with financial planning tools (Money Guide)
• Exposure to financial services or wealth management
• Interest in pursuing licensing (Series 7, Life and Health, etc.)

• Fully remote, flexible schedule
• Approximately 10 hours per week
• Preference for candidates in Eastern or Central Time Zones

• $20–$23 per hour
  , based on experience

This role can evolve into a Paraplanner or Financial Planning Support position for candidates interested in building a long-term career in financial services. Mentorship and development opportunities are available for the right individual.

• Collaborative, supportive, and fully virtual environment
• Flexible role ideal for balancing personal and professional priorities
• Opportunity to gain hands-on experience in financial planning and operations
• Growth-oriented practice that values initiative and continuous improvement

Please submit your resume along with a brief note outlining your interest in the role and how your skills align with this opportunity.

Martin’s Financial Consulting Group is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.