Financial Planning Assistant

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.

• 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

• 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 (Hub Spot, Redtail or Sales Force)
• 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

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

• $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

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

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