Client Planning Coordinator — Guide & Implement Plans

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

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.