Financial Planning Assistant — On-Site, Growth in Wealth
Advisor Talent Solutions
South Shore Retirement Services in Hingham, MA is seeking a Financial Planning Assistant to support advisors with client meetings, financial planning, and related backend tasks. This in‑office role emphasizes client service, organization, and accurate record keeping. You will prepare materials, manage paperwork, gather data, and participate in meetings as needed to ensure a smooth client experience. Ideal candidates have 2+ years in financial services and strong CRM proficiency. #J-18808-Ljbffr Advisor Talent Solutions
Vacancy posted 9 hours ago
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