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Financial Planning Coordinator Jobs (NOW HIRING)

Addison Group

Demand Planning Coordinator

Waukegan, IL · On-site

$85K - $115K/yr

Demand Planning Coordinator, Liquids Employment Status: Full-Time, Salaried/Exempt Location ... Finance, or related field, or equivalent work experience. • 3-5 years of experience in demand ...

Addison Group

Demand Planning Coordinator

Waukegan, IL · On-site

$85K - $115K/yr

... Finance, or related field, or equivalent work experience. · 3-5 years of experience in demand ... coordination, planning support, buying, or a related role preferred. · Experience supporting ...

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Financial Planning Coordinator information

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How much do financial planning coordinator jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for financial planning coordinator in the United States is $26.85, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $30.77 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Coordinator, and why are they important?

To thrive as a Financial Planning Coordinator, you need a solid understanding of financial principles, budgeting, and planning, typically supported by a degree in finance or accounting. Familiarity with financial planning software such as QuickBooks, Excel, or specialized financial management systems is commonly required, and certifications like CFP or progress toward them are advantageous. Strong organizational skills, attention to detail, and effective communication are crucial soft skills for managing multiple client portfolios and collaborating with teams. These skills ensure accurate financial analysis, client satisfaction, and seamless coordination of planning processes in a dynamic environment.

How does a Financial Planning Coordinator typically interact with financial advisors and clients in their day-to-day work?

A Financial Planning Coordinator frequently acts as a liaison between financial advisors and clients, ensuring that all necessary documents, reports, and account information are prepared and up to date for meetings. They often schedule appointments, coordinate follow-ups, and assist with gathering client data, which allows advisors to focus on strategy and client relationships. Effective communication and organizational skills are crucial, as coordinators must balance multiple client portfolios and respond promptly to both client and advisor requests. This collaborative environment provides valuable insight into the financial planning process and can offer growth opportunities within the firm.

What is the difference between Financial Planning Coordinator vs Financial Advisor?

AspectFinancial Planning CoordinatorFinancial Advisor
CredentialsCertifications like CFP or ChFC preferredCertifications like CFP, CFA, or Series 7 often required
Work EnvironmentSupports financial planning teams, works in offices or firmsDirectly advises clients, may work in offices or remotely
Industry UsageAssists in planning processes, often entry to mid-levelProvides personalized financial advice and investment strategies

The main difference is that a Financial Planning Coordinator primarily supports and assists in the planning process, often working behind the scenes, while a Financial Advisor directly interacts with clients to provide personalized financial advice. Both roles may require similar certifications, but their responsibilities and client engagement levels differ.

What does a Financial Planning Coordinator do?

A Financial Planning Coordinator supports financial advisors and planners by organizing client information, preparing financial reports, and assisting with the implementation of financial plans. They often serve as a liaison between clients and advisors, ensuring all documentation is accurate and up to date. Their responsibilities may include scheduling meetings, maintaining records, and helping with compliance requirements. This role is essential for ensuring a smooth client experience and efficient workflow within a financial planning firm.
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Financial Planning Coordinator jobs near you
Infographic showing various Financial Planning Coordinator job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $55,847 per year, or $26.8 per hour.

Financial Planning Coordinator

UNACEM North America

Scottsdale, AZ • On-site

Full-time

Re-posted 11 days ago

Job description

Financial Planning Coordinator
Work location: Scottsdale, AZ
Reports to: Financial Planning Manager

Role Summary: 
Provides analytical and financial planning support across UNACEM North America operations. Responsible for supporting budgeting, forecasting, financial modeling, reporting, and operational analysis activities to assist leadership in making informed business decisions. Supports financial visibility across plant and corporate operations through accurate reporting, performance analysis, and continuous improvement initiatives.

Purpose:
Support operational and financial decision-making by delivering accurate financial analysis, forecasting, reporting, and planning support aligned with business objectives, operational performance, and strategic initiatives.

Key Accountabilities:
  • Support the preparation of annual budgets, forecasts, and long-range financial plans across plant and corporate operations.
  • Analyze financial and operational results, identifying trends, risks, and opportunities impacting business performance.
  • Prepare monthly, quarterly, and annual financial reports and variance analyses for leadership review.
  • Develop and maintain financial models to support operational planning, capital projects, and strategic initiatives.
  • Partner with operations, maintenance, supply chain, and corporate teams to support financial planning activities and cost analysis.
  • Assist with preparation and analysis of production costs, operational KPIs, and plant performance metrics.
  • Support capital expenditure tracking, project forecasting, and investment analysis activities.
  • Compile and validate financial data from multiple systems to ensure reporting accuracy and consistency.
  • Utilize ERP and reporting systems to extract, organize, and analyze financial and operational information.
  • Prepare presentations, dashboards, and reporting materials for management and leadership teams.
  • Support continuous improvement initiatives related to financial reporting, planning processes, and operational efficiency.
  • Collaborate with cross-functional teams to support business initiatives and operational decision-making.
  • Maintain compliance with internal controls, financial policies, and reporting standards.
  • Perform other duties as assigned.
Knowledge:
  • Understanding of financial planning, forecasting, budgeting, and variance analysis principles.
  • Knowledge of financial modeling, reporting, and operational performance analysis.
  • Familiarity with ERP systems, financial reporting platforms, and data analysis tools.
  • Strong proficiency in power point and Microsoft Excel including pivot tables, lookups, and financial modeling functions.
  • Understanding of accounting principles and financial statements.
  • Knowledge of manufacturing, industrial, or operational business environments preferred.
Problem Solving:
  • Identifies financial trends, reporting inconsistencies, and operational cost drivers.
  • Develops data-driven recommendations to support operational and financial performance improvements.
  • Balances multiple priorities and reporting deadlines in fast-paced business environments.
  • Supports leadership decision-making through analytical problem solving and financial insight.
Interactions and Influence:
  • Regular interaction with Finance, Operations, Maintenance, Supply Chain, and Leadership teams.
  • Collaborates with plant and corporate stakeholders to support planning and reporting initiatives.
  • Supports leadership through preparation of financial analysis, presentations, and reporting materials.
Impact:
  • Direct: Supports accurate financial planning, reporting, and operational analysis activities.
  • Indirect: Contributes to improved business decision-making, operational efficiency, and financial performance across the organization.

Experience and Education:
  • Bachelor’s degree in Finance, Accounting, Business, Economics, or related field required.
  • Two to five years of experience in financial analysis, FP&A, accounting, or related finance functions preferred.
  • Experience in manufacturing, industrial, mining, cement, or heavy operational environments preferred.
  • Experience with SAP, Oracle, or similar ERP platforms preferred.
  • Advanced Excel proficiency required.
  • Experience with Power BI or financial reporting tools considered a plus.

Success Profile:
  • Strong analytical and financial problem-solving mindset.
  • High attention to detail and accuracy.
  • Effective communication and presentation skills.
  • Ability to work independently and manage multiple priorities.
  • Collaborative and team-oriented approach.
  • Comfortable working in dynamic operational environments.
  • Role model of UNA Culture values.