MoneyGuide. Inc. is an innovative leader in the development and delivery of the online financial planning software, MoneyGuidePro.  Our products impact millions of people and are utilized in public and private companies across the United States.  Our employees feel pride in constantly improving our business and our software.  The typical MoneyGuide employee is hardworking, dedicated, and willing to go the extra mile for our customers. They are adaptive and flexible, embrace change, enjoy coming to work, and like to have fun.

Founded:  1997 Headquartered:  Powhatan
Phone:  (804) 744-5900 Website:
Client Services Specialist

Location: Midlothian, VA

Years of Experience: 2-5 Years
Department: Customer Service Level of Education: Bachelor's Degree
Full/Part Time: Full Time


Job Summary:

As a Client Service Team Member, you will be the front-line support for our users.  You will be expected to address financial and technical questions for a complex software package.  We are looking for independent go-getters who always have an eye on improvement.  


Job Responsibilities Include:

·         Creating and delivering advanced-planning techniques within the software.

·         Interpreting, prioritizing and evaluating incoming questions from users.

·         Communicating effectively with advisors, assistants, and enterprise clients.

·         Conducting webinars and in-person training (potential for business travel).

·         Collaborating on internal, team-specific projects involving our sales, legal, technology development, and training teams.

·         Other duties as assigned.


Qualifications Include:

·         MUST have at least one year of experience in financial planning

·         Bachelor’s degree (Preferably in Finance or a related field)

·    Financial Paraplanner Qualified Professional (FPQP®) designation or ability to obtain upon employment

·         Strong customer service, problem solving, and communication skills (Positive attitude and ambition to help others)

·         Presentation/training skills to conduct group training programs on MoneyGuidePro

·         Strong aptitude for technology

·         Work well independently and collaboratively, and have a desire to be part of a cohesive team

·         Financial financial planning industry related degree or certification is strongly preferred

Version updated 6/10/2020 7:01 PM