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Wealth Coordinator Jobs (NOW HIRING)

MAX Credit Union

Wealth Coordinator II

Montgomery, AL · On-site

$15.25 - $20.50/hr

... and coordinates daily workflows, scheduling, and reporting functions for the Wealth Management department. *  Oversees and maintains advisors' appointment calendars, proactively addressing ...

MAX Credit Union

Wealth Coordinator II

Montgomery, AL · On-site

$26.21 - $39.32/hr

... and coordinates daily workflows, scheduling, and reporting functions for the Wealth Management department. • Oversees and maintains advisors' appointment calendars, proactively addressing ...

AllianceBernstein

Coordinator

Cleveland, OH · On-site

$60K - $65K/yr

  • Medical

  • Life

  • Retirement

  • PTO

We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled ...

AllianceBernstein Holding L.P.

Coordinator

Cleveland, OH · On-site

$60K - $65K/yr

  • Medical

  • Life

  • Retirement

  • PTO

We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled ...

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... Advisory: * Coordinates relationship management activities with new and/or existing clients by ...

HB Wealth

Wealth Advisor

Towson, MD

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Advisory: * Coordinates relationship management activities with new and/or existing clients by ...

Heritage Wealth Advisors, LLC

Wealth Advisor

Charlottesville, VA · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Act as a first line of response for client requests by resolving items directly or coordinating ...

Heritage Wealth Advisors, LLC

Wealth Advisor

Richmond, VA · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Act as a first line of response for client requests by resolving items directly or coordinating ...

Heritage Wealth Advisors, LLC

Wealth Advisor

Richmond, VA · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Act as a first line of response for client requests by resolving items directly or coordinating ...

Heritage Wealth Advisors, LLC

Wealth Advisor

Charlottesville, VA · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Act as a first line of response for client requests by resolving items directly or coordinating ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Independence, OH · On-site

$90K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned ... Oversee portfolio construction, rebalancing, and risk management in coordination with the ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Hurricane, WV · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

This includes the coordination of the comprehensive planning and wealth management strategies. * Participate in business development process with prospective clients. * Maintain and grow your ...

MAI WEALTH MANAGEMENT, INC.

Senior Wealth Advisor

Deerfield, IL · On-site

$140K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

GENERAL The Senior Wealth Advisor serves as the primary advisor and relationship manager for an ... Oversee portfolio construction, rebalancing, and risk management in coordination with the ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... Partner with the Client Onboarding Coordinator to ensure a seamless client transition experience ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Partner with the Client Onboarding Coordinator to ensure a seamless client transition experience ...

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Wealth Coordinator information

See salary details

$27K

$61.8K

$84.5K

How much do wealth coordinator jobs pay per year?

As of Aug 15, 2026, the average yearly pay for wealth coordinator in the United States is $61,810.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $77,000.00 per year, depending on experience, location, and employer.

How does a wealth coordinator typically interact with clients and other financial professionals on a daily basis?

A Wealth Coordinator serves as a key point of contact between clients and the wealth management team. On a daily basis, they are responsible for scheduling meetings, preparing client reports, and ensuring all client requests are handled promptly. They also coordinate with financial advisors, portfolio managers, and tax professionals to gather necessary information and facilitate seamless service delivery. Strong organizational and communication skills are essential, as the role often involves juggling multiple client accounts and priorities simultaneously.

What are the key skills and qualifications needed to thrive as a wealth coordinator, and why are they important?

To thrive as a Wealth Coordinator, you need a solid foundation in finance, investment principles, and client relationship management, typically supported by a degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and regulatory compliance tools is essential. Exceptional organizational skills, attention to detail, and strong interpersonal communication help build trust with clients and coordinate with advisors. These skills are crucial for delivering tailored financial solutions and ensuring seamless wealth management operations.

What is a wealth coordinator?

Wealth Coordinators are professionals who help individuals and families manage their financial affairs by coordinating various aspects of wealth management, such as investments, estate planning, tax strategies, and philanthropy. They work closely with clients and a team of financial advisors, attorneys, accountants, and other specialists to ensure that all elements of a client's financial life are aligned with their goals. Wealth Coordinators often act as the main point of contact for clients, helping to organize, communicate, and implement tailored financial plans.

What is the difference between Wealth Coordinator vs Financial Advisor?

AspectWealth CoordinatorFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, Series 7, or other financial planning licenses
Work EnvironmentFinancial firms, banks, or wealth management companiesIndependent or firm-based financial planning firms
Employer & IndustryFinancial services industry, focusing on client support and coordinationFinancial planning and investment advisory services

While both roles involve working with clients' finances, a Wealth Coordinator primarily supports wealth management teams by handling administrative tasks and client communication. A Financial Advisor provides personalized financial planning and investment advice. The roles often overlap in credentials and work environment, but their core responsibilities differ, with the Wealth Coordinator focusing on support functions and the Financial Advisor on client financial strategies.

What does a wealth coordinator do?

A wealth coordinator manages clients' financial portfolios by coordinating investment strategies, estate planning, and financial goals. They often work closely with financial advisors and use tools like financial planning software to ensure clients' wealth is optimized and aligned with their objectives.
More about Wealth Coordinator jobs

What cities are hiring for Wealth Coordinator jobs?

Cities with the most Wealth Coordinator job openings:

What are the most commonly searched types of Wealth jobs?

The most popular types of Wealth jobs are:

What states have the most Wealth Coordinator jobs?

States with the most job openings for Wealth Coordinator jobs include:

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Wealth Coordinator jobs near you
Infographic showing various Wealth Coordinator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $61,810 per year, or $29.7 per hour.

Wealth Coordinator II

MAX Credit Union

Montgomery, AL • On-site

$15.25 - $20.50/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Essential Functions & Responsibilities:

• Assists Wealth Advisors in client servicing, documentation, and execution of financial plans and investment strategies.

• Prepares and maintains client files, investment documents, and compliance records with a high degree of accuracy.

• Joins Wealth Advisors in select client meetings to record notes, assist in follow-ups, and ensure timely implementation of client goals.

• Maintains up-to-date client records in CRM systems, including meeting notes, profile updates, and scheduling follow-ups.

• Supports the onboarding process for new investment and insurance clients, including loading data into financial planning tools and internal systems.

• Tracks and monitors annuity and life insurance cases from submission to approval, resolving underwriting issues as needed.

• Liaises with the broker-dealer’s back office and third-party vendors to troubleshoot account-related concerns and ensure prompt resolution.

• Manages and coordinates daily workflows, scheduling, and reporting functions for the Wealth Management department.

• Oversees and maintains advisors' appointment calendars, proactively addressing scheduling conflicts and changes.

• Prepares and distributes timely communications such as newsletters, compliance documentation, and client updates.

• Ensures all documentation and procedures align with regulatory and internal compliance standards, including BSA and Red Flag training requirements.

• Inputs new client data, prospects, and referrals into CRM; runs reports and schedules periodic reviews based on system data.

• Tracks performance metrics and maintains department dashboards related to client interactions, insurance policies, and investment performance.

• Evaluates and reports on client engagement metrics, campaign success, and internal process effectiveness.

• Supports management in networking efforts by identifying and tracking referral opportunities from branches, commercial lending, and existing high-net-worth clients.

• Introduces high-value members to Wealth Management services and promotes cross-functional collaboration within the Credit Union.

• Executes thoughtful, timely client touchpoints including birthdays, anniversaries, and life events to enhance client loyalty.

• Provides operational support across the Wealth Management team to improve productivity, sales, and overall client satisfaction.

• Participates in team meetings, contributes to process improvement initiatives, and helps onboard new team members.

• Maintains a member first mindset.

• Upholds core values and builds team member and customer relationships.

• Completes all training as required.

• Performs other duties as assigned.

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