Planning Coordinator (Wealth Management)

Location: On-site in Denver, Colorado; Salt Lake City, Utah; or Boise, Idaho

Salary: $65,000–$80,000 base pay annually

Company

hirify.global is an independent, employee-owned financial services firm with more than 90 years of experience, serving clients through ethical and client-focused wealth management services.

What you will do

• Manage planning intake, priorities, scheduling, deliverables, timelines, and dependencies across client segments.
• Coordinate handoffs among Advisors, Paraplanners, Senior Planners, Directors, and Trust partners.
• Oversee client data and document collection to ensure complete and accurate planning inputs.
• Maintain consistent planning tools, templates, workflows, and communication standards.
• Support leadership with capacity tracking and workflow reporting.
• Coordinate planning events and initiatives, including webinars and the Wealth Planning Summit.

Requirements

• Previous experience in the financial services industry is strongly preferred.
• Series 7 and Series 66 licenses, or the ability to obtain both within 180 days of joining.
• FPQP certification, or the ability to obtain it within one year of joining.
• Strong analytical, written, verbal, organizational, and technology skills.
• Ability to manage multiple priorities with strong attention to detail and follow-through.
• Client-focused, proactive, solutions-oriented, and collaborative working style.

Culture & Benefits

• Full-time, on-site employment.
• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Sick leave, vacation, maternity and parental leave, and paid holidays.
• Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
• Charitable gift matching and a company-wide day of giving.