Financial Planning Coordinator

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Position Overview The Financial Planning Coordinator supports the advisory team by preparing financial plans, managing client data, and ensuring a smooth, high-quality client experience. This role is ideal for someone detail‑oriented, proactive, and eager to grow within the financial planning profession.

• Assist advisors in preparing for client meetings, including gathering documents, updating financial plan components, and creating meeting materials.
• Serve as a point of contact for clients to provide updates, answer routine questions, and ensure timely follow‑through on outstanding items.
• Maintain a warm, professional rapport with clients to enhance overall satisfaction.
• Financial Planning & Data Management
  • Collect and organize financial data such as statements, tax returns, insurance policies, and retirement plan information.
  • Input and maintain accurate client information within financial planning software and CRM systems.
  • Support the development of comprehensive financial plans, including cash flow analysis, retirement projections, insurance reviews, and investment summaries.
  • Assist with preparation and processing of account-opening paperwork, transfers, and service requests.
• Operational Support
  • Coordinate with custodians, recordkeepers, and internal teams to ensure smooth account operations.
  • Track follow-up items, deadlines, and next steps to keep advisory workflows on schedule.
  • Help improve processes, templates, and client service standards for greater efficiency.

• Required
  • Strong attention to detail and organizational skills.
  • Excellent written and verbal communication abilities.
  • Proficiency with Microsoft Office (Excel, Word, Outlook).
  • Ability to manage multiple tasks and meet deadlines in a fast‑paced environment.
  • Professional demeanor and a client‑focused mindset.
• Preferred
  • Bachelor’s degree in Finance, Business, or a related field.
  • Experience in a financial services or advisory firm.
  • Familiarity with financial planning software:
    Money Guide, CRM systems, and/or custodial platforms.

• Competitive salary and bonus potential.
• Health, dental, and vision insurance.
• Retirement plan with employer match.
• Paid time off and holidays.
• Professional development support (CFP® coursework, licensing, continuing education).