Wealth Planning Coordinator
LocationNew Bern, NC
Work modeon-site
Typefull-time
SeniorityMid
Experience2+ yrs
EquityIncluded
Company size10,000+ people
PostedSep 18, 2026 · 3w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
2+ years of experience in financial services, banking, wealth management, accounting or a client-facing role
Bachelor's degree or equivalent work experience
Series 7 & 66 required or willing to obtain within stated period after start date
Knowledge of Company's working structure, policies, mission, and strategies
Knowledge of General office practices, procedures, and methods
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Microsoft Office 365 applications
Skill in Financial Planning Software
Skill in Effective communication across multiple client platforms (in-person, virtual, phone and mail)
Ability to Gather and organize client financial information for planning analyses
Ability to Assist in preparing retirement, investment, tax, estate, insurance, and cash flow planning recommendations
Ability to Update and maintain financial planning software and client records
Ability to Review planning deliverables for completeness and accuracy prior to client meetings
Ability to Coordinate implementation of planning recommendations with internal specialists and external professionals
Ability to Support branch growth initiatives and referral opportunities
Ability to Analyze and research account information
Ability to Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Ability to Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually
Ability to Work both independently and as part of a cohesive team
Ability to Provide a high level of customer service
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
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.
Raymond James and its affiliates are equal opportunity employers and make all employment decisions on the basis of merit and business needs.
Skills
Microsoft Office 365
CRM
Financial Planning Software
Benefits
Medical insurance
Dental insurance
401(k)
Paid time off
Job Description Summary
About the company
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
Benefits: Medical Insurance, Dental Insurance, 401k + Match PTO + Market Holidays
Legal
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
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
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.