Wealth Planning Coordinator

Location: New Bern, North Carolina, United States; onsite

Company

hirify.global supports wealth management services through Signature Wealth Group, a client-focused practice providing comprehensive financial planning and personalized advice.

What you will do

• Serve as the primary point of contact for clients and build relationships through proactive communication and service.
• Schedule meetings across in-person, virtual, phone, and mail-based channels.
• Open client accounts, process money movement, research account information, and follow up on outstanding items.
• Gather and organize financial information for planning analyses and assist with retirement, investment, tax, estate, insurance, and cash flow planning recommendations.
• Prepare meeting agendas, reports, and presentation materials, and review planning deliverables for completeness and accuracy.
• Coordinate implementation of recommendations with internal specialists and external professionals while supporting branch growth and referral initiatives.

Requirements

• 2+ years of experience in financial services, banking, wealth management, accounting, or a client-facing role.
• Bachelor’s degree or equivalent work experience.
• Series 7 and 66 registrations required, or willingness to obtain them within the stated period after starting.
• Experience with CRM or contact management software, Microsoft Office 365, and financial planning software.
• Strong written and verbal communication, organization, research, analytical, and customer service skills.
• Ability to work independently and collaboratively in an onsite role in New Bern, North Carolina.

Culture & Benefits

• Team-oriented environment focused on service excellence, accountability, continuous improvement, and professional development.
• Growth path toward advanced planning, relationship management, and advisory responsibilities.
• Benefits may include medical and dental insurance, 401(k) with match, paid time off, and market holidays.
• Travel is expected to be less than 25%.
• Signature Wealth Group associates are independent contractors with respect to hirify.global; employment and benefits are offered by the independent branch.