Wealth Planning Coordinator
Core
Primary point of contact for clients supporting comprehensive wealth management services and delivering exceptional client experience.
Role type
Wealth Planning Coordinator
Builds
Client relationships, financial planning deliverables, and support for branch growth initiatives.
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Client Relationship Management (CRM) software, Microsoft Office 365, Financial Planning Software, gathering and organizing client financial information, preparing planning recommendations, coordinating with internal specialists and external professionals, analyzing account information.
Preferred skills
Series 7 & 66 registration (or willingness to obtain), 2+ years in financial services/banking/wealth management/accounting.
Technologies
Client Relationship Management (CRM) software, Microsoft Office 365, Financial Planning Software
Responsibilities
Serve as primary point of contact for clients; schedule meetings; open new client accounts and process money movement; create and maintain client records; prepare meeting agendas, reports, and presentation materials; review planning deliverables for accuracy; coordinate implementation of planning recommendations.
Seniority
Mid-level, client-facing support role