Client Service Financial Associate

About Us
Santoro Financial Planning Groups is a locally owned financial planning firm with national reach, proudly supported by Commonwealth Financial Network, a premier RIA–Broker/Dealer. We are dedicated to helping clients achieve their financial goals with exceptional service, personalized strategies, and a client-first approach.

About the Role
We’re seeking a Client Services Financial Associate to provide service and administrative support to our clients and Founder. This client-facing role is vital to creating a positive experience for our clients and ensuring the office runs smoothly.

What You’ll Do

• Assist clients and Advisor with account setup and paperwork.
• Prepare reports and materials for client meetings.
• Maintain accurate client records in our CRM and shared systems.
• Schedule appointments and follow up on transactions.
• Support marketing initiatives, including email campaigns and materials.
• Ensure compliance with firm and industry requirements.
• Help create a welcoming, professional office environment.

• Bachelor’s degree preferred.
• 1+ year of experience in financial services, insurance, or related field.
• Strong knowledge of financial planning concepts and products.
• Exceptional customer service and communication skills.
• Proficiency in MS Office Suite; experience with CRM systems, Constant Contact, and Canva a plus.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Interest in pursuing financial services licensure or CFP designation is a plus.
• Self-starter who works independently and collaboratively.

• Work directly with the Founder in a professional, client-focused environment.
• Opportunity to learn and grow in the financial planning field.
• Be part of a team that values client relationships, continuous improvement, and professional development.

• This is a full-time, on-site role.
• Background check required.