Wealth Planning Coordinator

130 Raymond James Financial Services, Inc.; Craven Terrace (NC); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical Insurance

401k + Match PTO + Market Holidays

Job summary

Signature Wealth Group in New Bern, NC is seeking a Wealth Planning Coordinator to join a collaborative advisory team supporting a Senior Wealth Advisor. This role focuses on delivering comprehensive financial planning and exceptional client service.

The ideal candidate is highly organized, client-focused, detail-oriented, and eager to develop toward advanced planning, relationship management, and advisory responsibilities within the firm.

Qualifications

• Knowledge of the company’s working structure, policies, mission, and strategies.
• General office practices and procedures.
• Strong knowledge of CRM software and client management processes.
• Experience with financial planning software and presenting to clients.

Responsibilities

• Serve as primary point of contact for clients and build relationships through proactive service.
• Schedule meetings and open new client accounts; handle money movements and research as needed.
• Maintain CRM records and coordinate planning recommendations with internal and external professionals.
• Prepare meeting agendas, reports, and presentation materials.
• Support branch growth initiatives and referral opportunities.

Skills

CRM software

Microsoft Office 365

Financial planning software

Communication skills

Client service

Education

Bachelor’s degree or equivalent work experience

Tools

CRM software

Job description

Job Description Summary

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.

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.

Knowledge, Skills, and Abilities

Knowledge of Company’s working structure, policies, mission, and strategies. General office practices, procedures, and methods. Skill in 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). Ability to 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.

Experience

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

Education

Bachelor’s degree or equivalent work experience.

Registrations

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

Workstyle

Onsite

Benefits

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.

Education Work Experience Certifications Travel Less than 25% Workstyle Resident

Total Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits Package

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James our associates use five guiding behaviours (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long‑term view.

At Raymond James – as part of our people‑first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.

Our business is deeply focused on people and their financial well‑being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper.

We believe doing well and doing good aren't mutually exclusive. As an established but ever‑evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people‑first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.