What are the responsibilities and job description for the Financial Planning Assistant position at Atlantic Planning Group, LLC?
Company Description
Atlantic Planning Group, LLC, located in Waltham, MA, has over two decades of experience in wealth management, offering custom-made financial plans and solutions for high net worth clients and business owners. Our approach provides clarity and knowledge for confident financial decision-making in today's dynamic landscape.
Key Responsibilities
- Assist advisors in preparing financial plans, investment reviews, and client presentations.
- Maintain client records and ensure accurate data in our CRM and planning software.
- Process account paperwork, transfers, and follow-up documentation.
- Coordinate and schedule client meetings, manage calendars, and prepare meeting materials.
- Support marketing and client engagement initiatives, including events and communications.
- Conduct research on investment products, insurance solutions, and planning strategies.
Qualifications
- Bachelor’s degree preferred (Finance, Business, or related field).
- Strong attention to detail, organization, and follow-through.
- Excellent communication and interpersonal skills.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint) and CRM software.
- Interest in pursuing CFP® or other industry credentials is a plus.
- Experience in financial services, client service, or administrative support is helpful but not required.
What We Offer
- Competitive compensation based on experience.
- Opportunities for professional development and industry training.
- Collaborative, growth-focused work environment.
- Exposure to financial planning, investments, and wealth management.
If you’re motivated to grow in the financial planning profession and want to make a real impact on clients’ financial success, we’d love to hear from you.
📩 To Apply: Send your resume and a brief introduction to joanna@atlanticplanning.com or apply directly through LinkedIn.