Wealth Management Coordinator
3 weeks ago
Hilltop Wealth Advisors, LLC is seeking a motivated and detail-oriented Wealth Management Coordinator to support our advisory team. This role will involve providing technical financial planning and investment management work in collaboration with others.
The successful candidate will have excellent communication skills and be able to work effectively with clients. The estimated salary for this position is between $63,000 and $79,000 per year.
We offer a comprehensive benefits package, including:
- Employer-sponsored 401(k) plan
- Paid health insurance
- Four weeks of initial paid time off
- Flexible hybrid work environment
- Quarterly firm revenue share bonus
About the Position:
This role will involve providing meeting preparation, support in client meetings, and follow-up through the entire financial planning experience. The Wealth Management Coordinator will aid in the coordination of the planning process and tasks needing completion for the client.
Main Responsibilities:
- Pre-Meeting Preparation: Gather information and prepare materials for client meetings.
- Meeting Support: Assist Lead Advisors and Senior Advisors in client meetings, taking notes and following up on action items.
- Client Communication: Communicate with clients to understand their needs, objectives, goals, and concerns.
- Task Coordination: Aid in the coordination of tasks needing completion for the client.
Essential Skills and Qualifications:
- Bachelor's degree or CFP program graduate
- Strong communication and interpersonal skills
- Ability to give and/or learn to give recommendations to clients
- Technical knowledge in financial planning and investment management
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