Research and Client Resource Analyst - Remote

Overview

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.

In Short

• Fully remote role with optional in-office access.
• Part-time schedule of 10–20 hours per week.
• Compensation as a 1099 contractor at $25-$30 per hour.
• Conduct in-depth research on client-specific financial planning topics.
• Analyze qualitative and comparative data and synthesize findings.
• Validate AI-assisted research with human analysis.
• Make outreach calls to gather necessary information.
• Develop research templates and organize documentation.
• Collaborate with advisors to clarify research scope.
• Opportunity to contribute to innovative financial planning solutions.

Requirements

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

Benefits

• Flexible work environment.
• Company-provided laptop.
• Inclusion in weekly team meetings.
• Meaningful work contributing to client-focused solutions.