Wealth Planning Coordinator

Raymond James•New Bern, NC

12d•Onsite

About The Position

Signature Wealth is a growing wealth management firm committed to delivering exceptional client experience through comprehensive financial planning and personalized advice. Our team of advisors and support professionals work collaboratively to help clients achieve their financial goals while building lasting relationships rooted in trust and service. As we grow, we are seeking a Wealth Planning Coordinator to join our team in New Bern, NC. This role is working alongside a Senior Wealth Advisor and helps deliver comprehensive wealth management services and exceptional client experience. The ideal candidate is highly organized, relationship-oriented, detail-focused, and passionate about helping clients achieve their financial goals. This position offers a growth path toward advanced planning, relationship management, and advisory responsibilities within Signature Wealth Group. We foster a culture of teamwork, continuous learning, and professional development, providing employees with the opportunity to make a meaningful impact on clients' lives while growing their careers in a dynamic and client-focused environment.

Requirements

Knowledge of Company’s working structure, policies, mission, and strategies.
Knowledge of General office practices, procedures, and methods.
Skill in Client Relationship Management (CRM) software, or similar contact management software.
Skill in Microsoft Office 365 applications
Skill in Financial Planning Software
Skill in Effective communication across multiple client platforms (in-person, virtual, phone and mail)
Ability to Gather and organize client financial information for planning analyses.
Ability to Assist in preparing retirement, investment, tax, estate, insurance, and cash flow planning recommendations.
Ability to Update and maintain financial planning software and client records.
Ability to Review planning deliverables for completeness and accuracy prior to client meetings.
Ability to Coordinate implementation of planning recommendations with internal specialists and external professionals.
Ability to Support branch growth initiatives and referral opportunities.
Ability to Analyze and research account information.
Ability to Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Ability to Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Ability to Work both independently and as part of a cohesive team.
Ability to 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

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.