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Wealth Coordinator Jobs (NOW HIRING)

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

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

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 ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Ashburn, VA · On-site

$90K - $150K/yr

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 ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

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 ...

New

HB Wealth

Associate Wealth Advisor

Atlanta, GA

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 ...

New

SimpleCITI

Wealth Advisor

Garden City South, NY · On-site

Build and manage comprehensive wealth plans spanning investment management, tax-aware planning, and estate and succession coordination * Position and allocate across the full platform including ...

SimpleCiti

Wealth Advisor

Garden City South, NY · On-site

Build and manage comprehensive wealth plans spanning investment management, tax-aware planning, and estate and succession coordination * Position and allocate across the full platform including ...

SimpleCITI

Wealth Advisor

Garden City, NY · On-site

Build and manage comprehensive wealth plans spanning investment management, tax-aware planning, and estate and succession coordination * Position and allocate across the full platform including ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management)

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Wealth Coordinator information

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$27K

$61.8K

$84.5K

How much do wealth coordinator jobs pay per year?

As of Jul 13, 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 are Wealth Coordinators?

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.

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:
What job categories do people searching Wealth Coordinator jobs look for? The top searched job categories for Wealth Coordinator jobs are:
Wealth Coordinator jobs near you
Infographic showing various Wealth Coordinator job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 83% Physical, 1% Hybrid, and 16% Remote job distribution, with an average salary of $61,810 per year, or $29.7 per hour.

Wealth Advisor

HB Wealth

Towson, MD • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 hours ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB Wealth is seeking an experienced Wealth Advisor to join our growing team. In this role, you will provide financial planning, perform client analyses, and make recommendations that impact client relationships, consulting with Senior Associates and Associates on complex matters as needed.
How the Wealth Advisor contributes to the success of HB:
General Support:
  • Leverages the time and expertise of Sr. Associates and Associates by assisting them in the execution of steps in the client service process.
  • Maintains internal systems with up-to-date client data, areas of priority and activities.
  • Trains, coaches, and/or mentors Associates and Senior Associates.
  • Contributes to the Team's initiatives of increased efficiency, quality, and control through system training, enhancement, and process improvement.
  • Grows existing client relationships by adding more assets under management, identifying opportunities for additional services, and seeking referrals as possible.

Advisory:
  • Coordinates relationship management activities with new and/or existing clients by working with and supervising the work of Associates and Senior Associates.
  • Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems.
  • Works with Sr. Associates and Associates to discuss, develop and implement financial planning techniques and recommendations.
  • Leads or participates in client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.
  • Creates custom worksheets and analyses where needed to answer client questions or research planning topics.
  • Serves as client's "financial quarterback" by advising on topics such as investments, retirement, cash flow, taxes, debt, charitable endeavors, education planning, insurance, and estate planning.
  • Works proactively with clients' external service team, including accountants and attorneys, to meet client goals.

Requirements
  • Advanced knowledge of financial planning.
  • Excellent oral and written communication skills.
  • Effective presentation skills.
  • Successful time management skills; deliver work products on time.
  • Ability to work independently and proactively in a fast-paced and team-oriented environment under tight deadlines with competing priorities and demonstrate grace under pressure.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
  • Highly organized with exceptional attention to detail and excellent follow-through.
  • Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment.
  • Positive attitude and strong work ethic.
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
  • Analytical capabilities to both retrieve data and understand the implications of that data.
  • Strong desire to learn and advance in the financial industry.
  • Ability to successfully pass criminal background / credit check required.

Qualifications:
  • Bachelor's degree from an accredited college or university (required)
  • CFP and/or CFA (required)
  • 7-10 years of relevant industry experience
  • Minimum of 3 years of experience leading client relationships
  • Highly proficient with the Microsoft Office Suite
  • Proficiency with financial planning, CRM, and Portfolio reporting software

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 20%
  • Cell phone stipend
  • EPP

Compensation: $100k - $150k base + annual bonus potential
Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.
Salary Description
$100k - $150k base + annual bonus potential

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