Wealth Planning Coordinator

• Serves as primary point of contact for clients.
• Builds strong relationships through communication and proactive service.
• Maintains consistent communication with clients regarding inquiries, processes, and initiatives in a timely manner
• Schedules meetings on the phone, in person, virtually, and through mailings.
• Open new client accounts, process money movement, and research information as needed
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Contribute to a positive team culture focused on service excellence, accountability, and continuous improvement.
• Prepare meeting agendas, reports, and presentation materials.

• Company's working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.

• Client Relationship Management (CRM) software, or similar contact management software.
• Microsoft Office 365 applications
• Financial Planning Software
• Effective communication across multiple client platforms (in-person, virtual, phone and mail)

• Gather and organize client financial information for planning analyses.
• Assist in preparing retirement, investment, tax, estate, insurance, and cash flow planning recommendations.
• Update and maintain financial planning software and client records.
• Review planning deliverables for completeness and accuracy prior to client meetings.
• Coordinate implementation of planning recommendations with internal specialists and external professionals.
• Support branch growth initiatives and referral opportunities.
• Analyze and research account information.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Resident

The total compensation for this position includes base salary or wages, and may 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.

At 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.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At 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. #LI-LS1