Planning Coordinator

📋 Description

• Manage planning intake, priorities, and scheduling across all client segments
• Track deliverables, timelines, and dependencies to keep cases moving efficiently
• Coordinate handoffs among Advisors, Paraplanners, Senior Planners, Directors, and Trust partners
• Ensure cases follow established Wealth Planning Group workflows and stages
• Serve as primary contact for planning logistics, workflow, and coordination
• Oversee data and document collection to ensure complete, accurate planning inputs

🎯 Requirements

• Previous experience in Financial Services Industry preferred
• Series 7 and Series 66 licenses (or ability to obtain within 180 days)
• FPQP certification (or ability to obtain within one year)
• Strong analytical skills
• Excellent written and verbal communication skills
• Client-focused approach

🎁 Benefits

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement