Client Planning Coordinator

TalentWealth; Red Bank (NJ); On-site; USD 65,000 - 95,000; Full time

Job summary

TalentWealth in Red Bank, NJ is seeking a Client Planning Coordinator to join our wealth management team. This role focuses on guiding clients through the financial planning process, coordinating next steps after advisor meetings and helping ensure plans are implemented and kept current.

Experience supporting life insurance and annuity solutions is highly desirable. The candidate will work closely with Financial Advisors and maintain organized client planning experiences across engagements.

Qualifications

• 3+ years experience in wealth management or financial planning.
• Experience in independent RIAs or financial advisory practices preferred.
• Life insurance and/or annuities experience desirable.
• Series 7/66 licenses are a plus but not required.
• Experience with eMoney Advisor is a plus.

Responsibilities

• Guide clients through the financial planning process from data gathering to plan delivery and implementation.
• Gather and maintain financial information to develop comprehensive financial plans.
• Prepare and update client financial plans with Financial Advisors.
• Present new financial plans to clients and follow up on recommendations.
• Coordinate implementation of planning recommendations across investments, retirement, insurance, and annuities.
• Maintain accurate client information and update plans as circumstances change.
• Assist with life insurance and annuity applications and service requests.
• Coordinate with advisors to ensure tasks are completed accurately and on schedule.
• Provide ongoing client service and act as a contact for client questions.

Skills

Wealth management experience

Client service excellence

Strong communication

Organizational skills

Tools

eMoney Advisor

Job description

An established independent wealth management practice in Red Bank, NJ is seeking an experienced Client Planning Coordinator to join its growing team.

This position is ideal for someone who enjoys the client-facing and financial planning side of wealth management but does not necessarily want to be responsible for business development or gathering assets. While similar to a Client Service Associate role, the Client Planning Coordinator will be more actively involved in guiding clients through the firm's financial planning process, coordinating next steps following advisor meetings, and helping ensure that financial plans are implemented and kept current.

The firm provides comprehensive wealth management and financial planning services and also maintains a significant focus on life insurance and annuity solutions. Experience supporting insurance and annuity business is therefore highly desirable.

Responsibilities

• Guide clients through the firm's financial planning process from initial data gathering through plan delivery and implementation
• Gather, organize, and maintain the financial information necessary to develop comprehensive financial plans
• Prepare and update client financial plans in coordination with the firm's Financial Advisors
• Participate in the preparation and presentation of new financial plans to clients
• Follow up with clients on recommendations and action items resulting from advisor meetings
• Coordinate the implementation of financial planning recommendations across investments, retirement planning, insurance, annuities, and other areas
• Maintain accurate client information and update financial plans as client circumstances, goals, and financial information change
• Assist with life insurance and annuity applications, service requests, documentation, and ongoing client needs
• Coordinate with advisors and other team members to ensure client requests and planning-related tasks are completed accurately and on schedule
• Provide ongoing client service and serve as an additional point of contact for client questions and follow-up needs
• Help maintain an organized and consistent client planning experience across the practice

Qualifications

• 3+ years of experience in wealth management, financial planning, client service, or a similar financial services role preferred
• Experience working within an independent RIA, hybrid RIA, broker-dealer, or financial advisory practice strongly preferred
• Experience with life insurance and/or annuities is highly desirable
• Series 7 and Series 66 licenses are a plus but not required
• Experience with eMoney Advisor financial planning software is a plus
• Strong understanding of the financial planning process and the ability to work comfortably with detailed client financial information
• Excellent organizational and follow-through skills
• Strong written and verbal communication skills
• Comfortable interacting directly with clients and explaining financial planning processes and next steps
• Ability to manage multiple client relationships, deadlines, and action items simultaneously
• Detail-oriented, proactive, and committed to providing a high level of client service

The Opportunity

This is an excellent opportunity for an experienced wealth management professional who wants to move beyond a traditional administrative Client Service Associate position and become more involved in the financial planning and client relationship process.

The successful candidate will work closely with Financial Advisors, help clients navigate the planning process, and play an important role in making sure recommendations don't simply end with the advisor meeting—they are followed through, implemented, and incorporated into an evolving financial plan.

This is a full-time, in-office position in Red Bank, NJ, Monday through Friday.