Financial Planning & Client Service Associate

Position Overview

Atlantic Planning Group is seeking an organized, detail-oriented, and motivated professional to support our growing financial planning practice.

This role combines financial planning support, client relationship management, and opportunity management. The ideal candidate enjoys working with financial information, providing excellent client service, and ensuring that projects and tasks move forward efficiently.

You will work closely with financial advisors to prepare financial analyses, coordinate client communications, and manage the follow-through required to deliver a high-quality client experience.

Key Responsibilities

1. Financial Planning & Investment Support

• Gather, organize, and review client financial information, including assets, liabilities, income, expenses, investments, and insurance.
• Input and maintain accurate client information within financial planning software, including eMoney.
• Prepare financial planning reports, retirement projections, and scenario comparisons under advisor direction.
• Review investment portfolios and summarize asset allocation, diversification, performance, and risk exposure.
• Identify preliminary observations, potential planning gaps, and areas requiring further review.
• Assist with researching investment solutions and comparing proposed strategies.
• Prepare financial planning presentations and client meeting materials for advisor review.

2. Client Relationship Management

• Coordinate client follow-up and ensure outstanding requests are addressed.
• Review Zocks meeting notes, organize action items, and track tasks through completion.
• Prepare progress updates for clients regarding planning and implementation.
• Coordinate scheduled outreach, including annual reviews, policy anniversaries, and planning milestones.
• Maintain accurate client records and communication history.
• Help deliver a responsive, organized, and personalized client experience.

3. Opportunity & Pipeline Management

• Maintain an organized inventory of open client opportunities and proposed financial solutions.
• Track the status of proposals, outstanding questions, follow-up activities, and next steps.
• Coordinate timely follow-up with clients regarding proposed strategies and recommendations.
• Monitor pending client decisions and identify opportunities requiring advisor attention.
• Maintain accurate pipeline records, including anticipated timelines and next actions.
• Prepare regular pipeline updates highlighting active opportunities, progress, and outstanding items.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Analytical mindset and interest in financial planning and investments.
• Ability to manage multiple priorities and follow through on commitments.
• Proficiency with Microsoft Office, particularly Excel.
• Comfortable learning financial planning software and client management systems.
• Prior financial services experience preferred but not required.