{"id":3225535,"url":"https://alion.io/job/raymond-james-wealth-planning-coordinator","title":"Wealth Planning Coordinator","company":{"id":1768977,"name":"Raymond James","domain":"raymondjames.com","url":"https://alion.io/company/raymondjames-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":29,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":23,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New Bern, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":34000,"max_usd":60000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4386},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-23T00:00:00Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-10-31T01:56:51Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"description":"Job Description Summary\nSignature Wealth is a growing wealth management firm committed to delivering exceptional client experience through comprehensive financial planning and personalized advice. Our team of advisors and support professionals work collaboratively to help clients achieve their financial goals while building lasting relationships rooted in trust and service.As we grow, we are seeking a Wealth Planning Coordinator to join our team in New Bern, NC. This role is working alongside a Senior Wealth Advisor and helps deliver comprehensive wealth management services and exceptional client experience. The ideal candidate is highly organized, relationship-oriented, detail-focused, and passionate about helping clients achieve their financial goals. This position offers a growth path toward advanced planning, relationship management, and advisory responsibilities within Signature Wealth Group.\nWe foster a culture of teamwork, continuous learning, and professional development, providing employees with the opportunity to make a meaningful impact on clients' lives while growing their careers in a dynamic and client-focused environment.\nJob Description\nEssential Duties and Responsibilities\nServes as primary point of contact for clients.\nBuilds strong relationships through communication and proactive service.\nMaintains consistent communication with clients regarding inquiries, processes, and initiatives in a timely manner\nSchedules meetings on the phone, in person, virtually, and through mailings.\nOpen new client accounts, process money movement, and research information as needed\nCreates and maintains records and files utilizing Client Relationship Management (CRM) software.\nContribute to a positive team culture focused on service excellence, accountability, and continuous improvement.\nPrepare meeting agendas, reports, and presentation materials.\nKnowledge, Skills, and Abilities\nKnowledge of\nCompany’s working structure, policies, mission, and strategies.\nGeneral office practices, procedures, and methods.\nSkill in\nClient Relationship Management (CRM) software, or similar contact management software.\nMicrosoft Office 365 applications\nFinancial Planning Software\nEffective communication across multiple client platforms (in-person, virtual, phone and mail)\nAbility to\nGather and organize client financial information for planning analyses.\nAssist in preparing retirement, investment, tax, estate, insurance, and cash flow planning recommendations.\nUpdate and maintain financial planning software and client records.\nReview planning deliverables for completeness and accuracy prior to client meetings.\nCoordinate implementation of planning recommendations with internal specialists and external professionals.\nSupport branch growth initiatives and referral opportunities.\nAnalyze and research account information.\nTake initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.\nUse appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.\nWork both independently and as part of a cohesive team.\nProvide a high level of customer service.\nExperience: 2+ years of experience in financial services, banking, wealth management, accounting or a client-facing role.\nEducation: Bachelor’s degree or equivalent work experience\nRegistrations: Series 7 & 66 required or willing to obtain within stated period after start date\nWorkstyle: Onsite\nBenefits: Medical Insurance, Dental Insurance, 401k + Match PTO + Market Holidays\nSignature Wealth Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.\nPLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.\nEducation\nWork Experience\nCertifications\nTravel\nLess than 25% Workstyle\nResidentThe total compensation for this position includes base salary or wages, andmay include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.\nAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. \nWe expect our associates at all levels to:\nGrow professionally and inspire others to do the same\nWork with and through others to achieve desired outcomes\nMake prompt, pragmatic choices and act with the client in mind\nTake ownership and hold themselves and others accountable for delivering results that matter\nContribute to the continuous evolution of the firm\nAt Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.\n#LI-LS1","description_format":"text","description_chars":5988,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Continuous learning","Dental insurance","Equity","Health insurance","Life insurance","Parental leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-25T05:42:48Z"}],"visa":[],"liveness":{"score":56,"band":"ok","label":"Likely open","p_open":1,"p_active":0.618,"p_room":0.9,"age_days":8,"expected_fill_days":23,"reasons":["conf:4","stale_co","velocity","win:mid","comp:junior,brand"],"computed_at":"2026-10-31T05:58:55Z"},"pay":null,"html_url":"https://alion.io/job/raymond-james-wealth-planning-coordinator","json_url":"https://alion.io/job/raymond-james-wealth-planning-coordinator.json","meta":{"generated_at":"2026-10-31T06:08:17Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8935,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1768977},"rest":"https://alion.io/mcp/rest/get_company?id=1768977"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fraymond-james-wealth-planning-coordinator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fraymond-james-wealth-planning-coordinator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fraymond-james-wealth-planning-coordinator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/raymond-james-wealth-planning-coordinator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-wealth-planning-coordinator"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3225535}},{"tool":"search_jobs","arguments":{"company":"raymondjames.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3225535},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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