Part Time Client Service Associate

Part-Time Virtual Client Service Associate (10-20 Hours/Week)

Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial
Remote | Flexible Schedule - Please do not contact Martin's Financial Consulting Group directly

About the Role

Martin’s Financial Consulting Group is seeking a detail-oriented, tech-savvy Part-Time (remote (must reside in EST or CST time zone) or on site in Havre de Grace, MD) 1099 independent contractor team member to support our growing, financial planning practice. This role begins at approximately 10-20 hours per week 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.

Key Responsibilities

Administrative & Operational Support

• 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

Financial Planning Support (MoneyGuide Focus)

• Input client data into financial planning software (MoneyGuide)


• 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

Reporting & Tracking

• Maintain Financial Planning Status tracking spreadsheets


• Update client plan progress, timelines, and key data points


• Monitor workflow to ensure plans are progressing on schedule

Event & Webinar Coordination

• 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

Process & Workflow Support

• Help improve efficiency across systems and processes


• Ensure documents and deliverables are properly stored and accessible


• Support consistent execution of pre-meeting workflows

Who We’re Looking For

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

Preferred (Not Required):

• Experience with financial planning tools (MoneyGuide)


• Exposure to financial services or wealth management


• Interest in pursuing licensing (Series 7, Life and Health, etc.)

Work Environment & Schedule

• Fully remote, flexible schedule


• Approximately 10 hours per week


• Preference for candidates in Eastern or Central Time Zones

Compensation

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

Opportunity for Growth

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.

Why Join Our Team

• 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

To Apply

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

Equal Opportunity Employer

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