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Wealth Coordinator Jobs (NOW HIRING)

MAX Credit Union

Wealth Coordinator I

Montgomery, AL · On-site

$15.25 - $20.50/hr

MAX Credit Union, a Best Company to Work For, is currently seeking a Wealth Coordinator. If you are driven to achieve excellence and thrive in dynamic environments, have expertise in financial ...

MAX Credit Union

Wealth Coordinator I

Montgomery, AL · On-site

$23.13 - $34.69/hr

MAX Credit Union, a Best Company to Work For, is currently seeking a Wealth Coordinator. If you are driven to achieve excellence and thrive in dynamic environments, have expertise in financial ...

AllianceBernstein

Coordinator

Cleveland, OH · On-site

$60K - $65K/yr

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

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

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 ...

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 ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

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 ...

Seven Springs Wealth Group

Wealth Associate

Brentwood, TN · On-site

$15 - $19.75/hr

THE ROLE The Wealth Associate partners closely with Wealth Advisors to help deliver comprehensive ... Coordinating meeting preparation to ensure every engagement is organized, accurate, and client ...

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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 Aug 27, 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.

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.

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 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.

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Cities with the most Wealth Coordinator job openings:

What are the most commonly searched types of Wealth jobs?

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What states have the most Wealth Coordinator jobs?

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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, 84% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $61,810 per year, or $29.7 per hour.

Wealth Coordinator I

Montgomery, AL • On-site

MAX Credit Union
Finance and Insurance • 201 - 500 employees
Learn more about MAX Credit Unionexternal

$15.25 - $20.50/hr

Full-time

Posted 13 days ago

Job description

MAX Credit Union, a Best Company to Work For, is currently seeking a Wealth Coordinator. If you are driven to achieve excellence and thrive in dynamic environments, have expertise in financial services or wealth management, relentlessly pursue accurate and actionable information, communicate clearly and effectively, and continuously seek ways to enhance efficiency (you strive for perfection), are highly organized, goal-focused, and dedicated to hard work, and enjoy a fast-paced, high-variety work setting, we want you on our team.

Essential Functions & Responsibilities:

Serves as a first point of contact for clients, delivering exceptional service across all communication channels.

Assists Wealth Advisors in preparing for and following up on client meetings.

Maintains and updates CRM systems with meeting notes, client data, and next steps.

Executes proactive client touchpoints for birthdays, anniversaries, and financial milestones.

Manages administrative functions including document preparation, appointment scheduling, and department communication.

Prepares and maintains compliance records, ensuring accurate documentation and adherence to internal/external standards (e.g., BSA, Red Flag).

Tracks annuity, insurance, and investment case progress from submission through approval.

Assists in audit preparation and maintains departmental checklists for compliance.

Supports client onboarding, including data input into planning tools and internal systems.

Coordinates advisor calendars, manages scheduling conflicts, and monitors daily workflows.

Compiles and distributes internal reports, campaign metrics, dashboards, and client summaries.

Identifies and logs cross-sell/referral opportunities for high-net-worth members and commercial clients.

Participates in team meetings, processes reviews, and cross-functional initiatives.

Provides onboarding support for new team members and administrative staff.

Offers process improvement suggestions based on daily operations and client feedback.

Maintains a "member first" mindset and consistently upholds company values.

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