Wealth Planning Coordinator

Essential Duties and Responsibilities

• Serves as primary point of contact for clients.
• Builds strong relationships through communication and proactive service.
• Maintains consistent communication with clients regarding inquiries, processes, and initiatives in a timely manner
• Schedules meetings on the phone, in person, virtually, and through mailings.
• Open new client accounts, process money movement, and research information as needed
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Contribute to a positive team culture focused on service excellence, accountability, and continuous improvement.
• Prepare meeting agendas, reports, and presentation materials.

• Company’s working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.

• Client Relationship Management (CRM) software, or similar contact management software.
• Microsoft Office 365 applications
• Financial Planning Software
• Effective communication across multiple client platforms (in-person, virtual, phone and mail)

• Gather and organize client financial information for planning analyses.
• Assist in preparing retirement, investment, tax, estate, insurance, and cash flow planning recommendations.
• Update and maintain financial planning software and client records.
• Review planning deliverables for completeness and accuracy prior to client meetings.
• Coordinate implementation of planning recommendations with internal specialists and external professionals.
• Support branch growth initiatives and referral opportunities.
• Analyze and research account information.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

2+ years of experience in financial services, banking, wealth management, accounting or a client-facing role.

Bachelor’s degree or equivalent work experience

Series 7 & 66 required or willing to obtain within stated period after start date

Onsite

• Medical Insurance
• Dental Insurance
• 401k + Match
• PTO
• Market Holidays

Signature Wealth Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE:

The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.