Wealth Coordinator - Financial Firm - St. Louis, MO

Wealth Coordinator - Financial Firm - St. Louis, MO

Advisor Talent Solutions

Pay Range: $60,000 – $60,000 per year.

Hours: 8:00 a.m. – 4:00 p.m., Monday through Friday (On-site).

Job Overview:

A full-time Wealth Coordinator who will serve as a liaison between Operations, Financial Planning Departments, and New Business to support Advisors through the 5‑meeting Consultative Process.

Minimum Requirements:

• Desire to work long‑term in the financial industry.
• 1–2 years of office experience in a fast‑paced environment.
• Industry knowledge/experience preferred.
• Experience with MS Office Suite and ability to learn new software quickly.

Required Skills:

• Effective communication with clients, advisors, and staff.
• Significant familiarity with financial markets and firm’s investment philosophy.
• Ability to keep an organized account of client needs and objectives.
• Prioritization and deadline‑driven work environment.
• Time‑management skills.
• Understanding of operational policies and procedures.

Position Responsibilities:

• Check files prior to client meetings and confirm all documents are ready.
• Greet clients and escort them to the conference room while engaging in brief conversation.
• Take detailed notes during meetings and update/add action items in a timely manner.
• Prepare Rollover Analysis for each new qualified account transition, determine client’s best interest, and obtain Advisor approval.
• When applicable, prepare compliance forms during initial recommendation of insurance products.
• Familiarize yourself with the Four‑Bucket Strategy for investment expectations.
• Act as liaison and first point of contact between departments to ensure seamless transition to Wheelhouse.
• Resolve and handle client concerns within 1–2 business days.
• Document CRM system with notes and client communication.
• Proactively identify and resolve prospective client pain points while delivering exceptional customer service.

Benefits:

• Health Insurance
• Paid Time Off (PTO)
• Simple IRA
• Discretionary bonus