Position Details
Financial Planning Coordinator Apply
Job Description
Job Description
Benefits:
Financial Planning Coordinator Job DescriptionPosition Overview
The Financial Planning Coordinator supports the advisory team by preparing financial plans, managing client data, and ensuring a smooth, high-quality client experience. This role is ideal for someone detailoriented, proactive, and eager to grow within the financial planning profession.
Key Responsibilities
Client Support & Preparation
Required
- 401(k) matching
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
Financial Planning Coordinator Job DescriptionPosition Overview
The Financial Planning Coordinator supports the advisory team by preparing financial plans, managing client data, and ensuring a smooth, high-quality client experience. This role is ideal for someone detailoriented, proactive, and eager to grow within the financial planning profession.
Key Responsibilities
Client Support & Preparation
- Assist advisors in preparing for client meetings, including gathering documents, updating financial plan components, and creating meeting materials.
- Serve as a point of contact for clients to provide updates, answer routine questions, and ensure timely followthrough on outstanding items.
- Maintain a warm, professional rapport with clients to enhance overall satisfaction.
- Collect and organize financial data such as statements, tax returns, insurance policies, and retirement plan information.
- Input and maintain accurate client information within financial planning software and CRM systems.
- Support the development of comprehensive financial plans, including cash flow analysis, retirement projections, insurance reviews, and investment summaries.
- Assist with preparation and processing of account-opening paperwork, transfers, and service requests.
- Coordinate with custodians, recordkeepers, and internal teams to ensure smooth account operations.
- Track follow-up items, deadlines, and next steps to keep advisory workflows on schedule.
- Help improve processes, templates, and client service standards for greater efficiency.
Required
- Strong attention to detail and organizational skills.
- Excellent written and verbal communication abilities.
- Proficiency with Microsoft Office (Excel, Word, Outlook).
- Ability to manage multiple tasks and meet deadlines in a fastpaced environment.
- Professional demeanor and a clientfocused mindset.
- Bachelors degree in Finance, Business, or a related field.
- Experience in a financial services or advisory firm.
- Familiarity with financial planning software: MoneyGuide, CRM systems, and/or custodial platforms.
- Proactive and resourceful problem-solver.
- Teamoriented with a positive attitude.
- Strong ethical standards and commitment to client confidentiality.
- Desire for continuous learning and professional growth.
- Competitive salary and bonus potential.
- Health, dental, and vision insurance.
- Retirement plan with employer match.
- Paid time off and holidays.
- Professional development support (CFP coursework, licensing, continuing education).
