Research and Client Resource Analyst

Location: Remote (Optional office access in Kennett Square, PA or Havre de Gare, MD)
Schedule: Part-time, 10–20 hours per week - candidates must reside in CST or EST zones
Compensation: 1099 contractor, $25-$30 per hour

About the Role

Martin’s Financial Consulting Group is seeking a Research & Client Resources Analyst to support complex, high-touch financial planning needs. This role is ideal for a self-directed researcher who enjoys diving into nuanced client questions and translating findings into clear, actionable insights.

Key Responsibilities

Conduct in-depth research on client-specific financial planning topics, including, but not limited to:

• Support areas such as:
• Special needs and healthcare resources
• Cross-border and international client considerations
• Relocation planning (U.S. ↔ international)
• Government & nonprofit programs
• Small business planning
• Executive benefits

• Analyze qualitative and comparative data and synthesize findings into written summaries, bullet points, and research briefs.
• Validate and supplement AI-assisted research with human analysis and judgment.
• Make introductory outreach calls to external organizations or resources to gather information as needed.
• Develop research templates and organize documentation within the firm’s CRM system.
• Collaborate with the advisor to clarify research scope and refine deliverables.

Qualifications

• 3+ years of experience in research, analysis, or a related role.
• Financial services or financial planning familiarity strongly preferred.
• Exceptional attention to detail and strong written communication skills.
• Comfortable working independently and managing ambiguous or evolving requests.
• Intellectual curiosity and confidence asking clarifying questions.
• CRM (Salesforce) experience a plus.

Work Environment

• Fully remote role with optional in-office access.
• Company-provided laptop.
• Inclusion in weekly team meetings and collaboration as needed.

Why This Role

This position offers flexibility, meaningful work, and the opportunity to contribute to innovative, client-focused financial planning solutions without a traditional full-time schedule.

Martin’s Financial Consulting Group is an equal opportunity employer.