Wealth Planning Coordinator

Raymond James; New Bern (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

401k + Match

Market Holidays

PTO

Job summary

Signature Wealth Group in New Bern, NC, is seeking a Wealth Planning Coordinator to join our team. The role supports a Senior Wealth Advisor in delivering comprehensive wealth management services and exceptional client experience.

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

Qualifications

• ,2+ years of experience in financial services, banking, wealth management, or 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

• Serve as primary point of contact for clients.
• Build relationships through communication and proactive service.
• Schedule 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.
• Prepare meeting agendas, reports, and presentation materials.
• Coordinate planning implementation with internal and external professionals.
• Support branch growth initiatives and referral opportunities.
• Review planning deliverables for completeness and accuracy prior to client meetings.

Skills

CRM software

Microsoft Office 365

Financial Planning Software

Effective communication

Education

Bachelor's degree

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.

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.

Job Description

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.

Travel

Less than 25%

Workstyle

Resident

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. 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.

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

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 – 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.