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Wealth Coordinator Jobs (NOW HIRING)

AllianceBernstein

Coordinator

Cleveland, OH

$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 · On-site

$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

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 ...

SimpleCITI

Wealth Advisor

Garden City South, NY

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 ...

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 ...

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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 7, 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:
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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, 82% Full Time, 14% Part Time, 1% Temporary, and 2% 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.

Coordinator

AllianceBernstein

Cleveland, OH

$60K - $65K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 16 days ago

Job description

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 Financial Advisors to serve a broad range of clients' needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships.
A Private Wealth Coordinator will:

  • Support multiple Financial Advisors.

  • Initiate and respond to client requests.

  • Answer internal and external telephone calls within your team and while covering the reception desk as necessary.

  • Prepare presentations and reports for Advisors' high net worth clients, prospects and intermediaries.

  • Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor's calendar.

  • General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.

  • As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.

  • Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.

  • Total compensation is competitive and comprised of base salary plus overtime.

Job Qualifications
The ideal candidate should have 1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.

  • Excellent verbal and written communication skills for heavy client interaction.

  • Effective interpersonal skills and flexibility to adapt to a variety of personalities.

  • Strong organizational skills and attention to detail.

  • Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.

  • Working knowledge of Microsoft Word, Excel and PowerPoint.

Desired Qualifications

  • Bachelor's degree

  • Financial services industry experience

Department Description
Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein's integrated approach allows the firm to tailor each client's portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB's deep research expertise across asset classes and geographies.

In accordance with applicable law, the minimum and maximum annual salary for this role is as follows: Base Salary Range: $60,000 to $65,000. This role is eligible for overtime. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.

#BernsteinPWM

Cleveland, Ohio

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