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Financial Planning Coordinator Jobs (NOW HIRING)

6AM City

MATL PLANNING COORDINATOR 3

Virginia, MN · On-site

MATL PLANNING COORDINATOR 3 Location: Newport News, Virginia, United States Date: Oct 29, 2025 ... 401K), financial education and planning tools, life insurance Tuition reimbursement, employee ...

6AM City

MATL PLANNING COORDINATOR 3

Virginia, MN · On-site

MATL PLANNING COORDINATOR 3 Location: Newport News, Virginia, United States Date: Oct 29, 2025 ... 401K), financial education and planning tools, life insurance Tuition reimbursement, employee ...

Raymondjames

Financial Planning Consultant

Stuart, FL · On-site

... overall financial planning issues which may include portfolio design, income tax consulting ... Prepares, coordinates and follows through on any needed communication with new or existing clients

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Financial Planning Coordinator information

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How much do financial planning coordinator jobs pay per hour?

As of Aug 8, 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 skills and qualifications are needed to be a financial planning coordinator?

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?

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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $55,847 per year, or $26.8 per hour.

MATL PLANNING COORDINATOR 3

6AM City

Virginia, MN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 18 days ago

Job description

MATL PLANNING COORDINATOR 3 Location: Newport News, Virginia, United States Date: Oct 29, 2025 | Req ID: 42529 | Team: O25 WELDING SCHOOL TRNG | Entity: Newport News Shipbuilding | US Citizenship Required: Yes | Full‐Time | Shift: 1st | Travel Requirement: No Role Summary Provides support to the material planning and control function. Prepares and monitors material requisitions and material schedules with production schedules. Maintains engineering specifications and production schedules and plans material movement within purchasing, warehouse and production. Creates and generates reports on material plans and schedules. Uses material requirements planning (MRP) systems. Qualifications High School/GED and 4 years of additional education and/or experience Nice to Have: The ability to effectively communicate across departments and areas Benefits Medical, prescription drug, dental and vision plan choices On‐site health centers, tele‐medicine, wellness resources, employee assistance programs Savings plan options (401K), financial education and planning tools, life insurance Tuition reimbursement, employee discounts, early childhood and post‐secondary education scholarships Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law. U.S. Citizenship may be required for certain positions. #J-18808-Ljbffr

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