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Wealth Coordinator Jobs (NOW HIRING)

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

Morton Wealth

Client Coordinator

Calabasas, CA · On-site

$19.25 - $26/hr

Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Coordinator position. We are a registered investment advisor that was formed in 1981 and ...

Mariner

Wealth Advisor

Sioux Falls, SD · On-site

$85K - $100K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

First County Bank

Wealth Advisor

Stamford, CT

$159K - $190K/yr

As the client's key point of contact, the Wealth Advisor drives growth through thoughtful planning, proactive guidance, and coordination with internal partners and external advisors. Work Hours: 8 ...

First County Bank

Wealth Advisor

Stamford, CT · On-site

$159K - $190K/yr

As the client's key point of contact, the Wealth Advisor drives growth through thoughtful planning, proactive guidance, and coordination with internal partners and external advisors. Work Hours: 8 ...

Mainspring Wealth Advisors LLC

Be Seen First

Operations Coordinator

Bellevue, WA · On-site

$60K - $70K/yr

Position Summary Mainspring Wealth Advisors, LLC is seeking an Operations Coordinator to support day-to-day business operations, internal coordination, events, marketing initiatives, and firm-wide ...

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 ...

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 ...

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 ...

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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 31, 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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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 Operations Coordinator - Hudson

Hudson, NY • On-site

Pioneer Bank, National Association
See more jobs at Pioneer Bank, National Associationexternal

$22 - $35.21/hr

Full-time

Posted 20 days ago

Job description

POSITION:

Wealth Operations Coordinator

LOCATION:

Hudson

REPORTS TO:

Vice President – Senior Wealth Advisor

CLASSIFICATION:

Full Time, Non Exempt

PAY GRADE:

NE ($22.00 – $35.21 per hour)

 

AVAILABILITY:

Monday-Friday 8:30am-5:00pm

 

 

 

 

 

 

 


Position Summary: 

Responsible for general office operations as well as providing sales assistance for the Wealth Management Team through a variety of responsibilities.


Key Responsibilities:

  • Processing client paperwork received from Wealth Management personnel, as well as items received through the mail.
  • Work on LPL’s Client works to see Client’s accounts and help with reporting and updating.
  • Receives and processes deposits and requests disbursements.
  • Assists Wealth Management Team with Pipeline Reporting, Back Office Items
  • Answers and screens Wealth Advisors’ telephone calls and arranges Microsoft Team Meetings.
  • Calls clients for various reasons, including appointment options and follow up.
  • Greets scheduled visitors and conducts to appropriate area or person(s).
  • Helps clients with miscellaneous questions and scheduling of appointments.
  • Assists in business development and partners with other lines of business to enhance the client experience.
  • Perform additional duties as necessary.


 Education & Experience:

 

  • A high school graduate or GED required.
  • Minimum of two years’ experience in a banking, finance or relationship management role required.
  • Associate degree in Accounting, Business, or Finance desirable.
  • Experience with basic office software, such as Microsoft Word, Excel and Outlook.


Core Skills & Attributes

 

  • Outstanding oral and written communication abilities.
  • Must be task oriented with strong attention to details.
  • Must be committed to continuing education, especially in the areas of compliance and audit procedures and willing to obtain related certifications as applicable.
  • Must be an enthusiastic, positive and productive team player with the ability to collaborate with coworkers.
  • Must be able to represent Pioneer in a professional manner to outside business and/or customer contacts.




As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. 

 

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

 

 

 

 

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