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Wealth Coordinator Jobs (NOW HIRING)

Westwood

Wealth Advisor (Vice President)

Houston, TX · On-site

The Wealth Advisor (Vice President) operates as part of a fourperson client team intentionally designed to deliver coordinated, deeply personalized service and continuity to UHNW families. Serving as ...

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

Estate and tax planning coordination * Risk management * Philanthropic planning * Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions * Coordinate ...

M&T Bank

Wealth Advisor

Portland, ME · On-site

$116K - $194K/yr

Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: * Leads the client ...

Wilmington Trust

Wealth Advisor

Portland, ME · On-site

$116K - $194K/yr

Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: * Leads the client ...

Mariner

Senior Wealth Advisor

San Antonio, TX · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner

Senior Wealth Advisor

New York, NY · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

M&T Bank

Wealth Advisor

Hauppauge, NY

$142K - $236K/yr

Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: * Leads the client ...

Wilmington Trust

Wealth Advisor

Hauppauge, NY

$142K - $236K/yr

Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: * Leads the client ...

M&T Bank

Wealth Advisor

Portland, ME · On-site

$116K - $194K/yr

Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: * Leads the client ...

M&T Bank

Wealth Advisor

Hauppauge, NY · On-site

$142K - $236K/yr

Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: * Leads the client ...

Mariner

Senior Wealth Advisor

Austin, TX · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner

Senior Wealth Advisor

Amarillo, TX · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

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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 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:
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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.

Client Service Associate | Wealth Management

Threadline Wealth

Bellevue, WA • On-site

$63K - $86K/yr

Full-time

Medical, Retirement

Posted 8 days ago

Job description

Client Service Associate
About Threadline Wealth
Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with highly personalized client experience.
We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.
Role Summary
The Client Service Associate partners with Wealth Advisors and internal teams to provide responsive, accurate service to clients and prospects. This role serves as a primary point of contact for client service needs and coordinates closely with advisory operations, trading, portfolio management, tax, billing, and other support teams.
Responsibilities include client communications, meeting coordination, onboarding, service request processing, data management, presentation support, and follow-up. Success in this role requires strong organization, communication, judgment, and the ability to manage multiple priorities in a fast-paced environment.
This position may be based in either the greater Bellevue / Seattle or San Francisco Bay Area, depending on business needs and candidate fit. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1-3 days per week. Remote work flexibility is supported, along with occasional travel.
Visa Sponsorship: Threadline Wealth is unable to provide employment visa sponsorship for this position. Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.
Core Responsibilities
Client Service and Relationship Support
  • Serve as a primary point of contact for client service requests and communications, coordinating with the client's broader Threadline Wealth advisory and operations teams.
  • Manage a high volume of client and prospect interactions, including inquiries, meeting coordination, and follow-up.
  • Proactively manage client requests from initial receipt through completion, providing timely updates to clients and internal team members.
  • Support client experience initiatives, including recognition of birthdays, anniversaries, promotions, and other significant life events.
  • Assist with client projects and initiatives that support the broader wealth advisory team and enhance the client experience.

Client Onboarding and Account Administration
  • Manage and track the client onboarding process, including internal and custodial paperwork, CRM data entry, client communications, and quality-control reviews.
  • Gather, organize, and maintain prospect and client information in Microsoft Dynamics, Laserfiche, and other internal systems.
  • Monitor data accuracy and integrity to ensure client records remain complete, current, and consistent across systems.
  • Process client service requests through Laserfiche and route tasks to the appropriate internal teams.
  • Track outstanding items and ensure client and account-related tasks are completed accurately and on time.
Advisor and Team Support
  • Respond to requests from advisors and team members in a timely and accurate manner.
  • Keep advisory teams informed of client projects, service requests, upcoming meetings, and required follow-up.
  • Organize weekly team meetings, prepare agendas, and track action items and project status.
  • Review and edit client presentations and other client-facing materials as requested.
  • Support client events, prospect activities, and other marketing initiatives.
  • Proactively manage advisor calendars for client-related meetings, including scheduling, logistics, and meeting preparation.
  • Coordinate virtual and in-person meetings with prospective and existing clients.
Process and Operational Excellence
  • Follow established standard operating procedures and use approved technology platforms to support consistent and efficient workflows.
  • Identify incomplete information, workflow issues, or service delays and escalate them appropriately.
  • Contribute to process improvements that enhance service quality, accuracy, and team efficiency.
Qualifications
  • High school diploma or equivalent required.
  • At least one year of relevant administrative, client service, or operations experience; experience in financial services, legal services, or another professional services environment is preferred.
  • Proficiency in Microsoft Office; advanced skills are preferred.
  • Strong written and verbal communication skills.
  • Sound judgment and ability to prioritize and manage multiple responsibilities.
  • Ability to maintain professionalism, exercise discretion, and protect confidential information.
  • Ability to work effectively both independently and as part of a team.
  • Strong problem-solving skills, including the ability to identify issues, gather relevant information, and determine appropriate next steps.
  • Flexibility to adjust work hours as needed to meet business and client service needs.
Key Skills & Attributes
  • Strong organization, attention to detail, and follow-through.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong interpersonal and communication skills, with the ability to adapt communication style to the audience.
  • Self-motivated and committed to providing high-quality support to clients and advisory teams.
  • Sound judgment, professionalism, discretion, and respect for confidentiality.
  • Solutions-oriented approach to identifying issues and determining appropriate next steps.
  • Collaborative, responsive, and willing to support broader business needs.
  • Ability to work effectively both independently and as part of a team.
Compensation and Benefits
  • Base Salary: $63,000-$86,000, commensurate with experience. This position is classified as nonexempt and is eligible for overtime compensation in accordance with applicable law and firm policy. Additional discretionary compensation may be available based on individual and firm performance.
  • Benefits: Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits.

Disclaimer:
Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.
This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned.
Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.

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