Job Posting: Wealth Management Coordinator
Company: Seacoast Financial Network
Location: North Hampton, NH
Job Type: Full-Time
Compensation: $55,000 - $70,000 + Bonus Potential & Benefits
If you are self starter who thrives on a highly organized to-do list, gains immense satisfaction from checking off tasks, and treats accuracy as a non-negotiable standard, you will love this role! We are looking for a naturally meticulous person who thrives by getting things done.
We believe the biggest asset we can offer our clients is our team, and we are dedicated to succeeding together. We provide direct mentorship, hands-on training, and a clear path upward for driven professionals who want to grow alongside us.
What You Will Do As Our Wealth Management Coordinator?
You will be the operational backbone of our firm. You will work directly with clients and senior advisors across three main areas:
1. Deliver Exceptional Client Service
- Serve as the primary, professional point of contact for clients.
- Resolve client inquiries regarding account balances, statements, and distributions.
- Proactively schedule client review meetings and manage advisor calendars.
2. Master Account Operations & Documentation
- Prepare, submit, and track new client onboarding and account paperwork.
- Manage asset transfers, rollover requests, and contribution setups with custodians.
- Maintain flawless, compliant digital client files within our CRM system.
3. Drive Advisor & Team Support
- Gather financial data and statements prior to client planning meetings.
- Draft meeting agendas, take detailed notes, and execute follow-up items.
- Identify and implement ways to automate or streamline our daily office processes.
We keep the office energy high, upbeat, and collaborative. Everyone brings their best, most positive attitude through the door every day, so we can win together as a team. Our clients are our top priority. Whether you are on a video call or a quick phone check-in, your warmth and enthusiasm should practically beam through the screen.
We take pride in what we do, and our appearance reflects that. Dressing sharp and maintaining a clean, professional look keeps our confidence high and sets the standard for how we represent our brand.
About Us
We are a fast-growing, independent wealth management firm dedicated to helping families build and protect their legacies. We operate in a fast-moving environment but we never compromise on top-notch client service.
You must be a person with genuine empathy for others that has the ability to communicate with clarity to different audiences and build trust in relationships.
Must-Have Qualifications:
- Experience: 1-3 years of client service experience
- Education: Some college
- Skills: Laser-sharp attention to detail maintaining precision and consistency from start to finish on every project, a positive attitude and a willingness to learn and adapt to change.
- Tech-Savvy: Proficient with technology including Microsoft Word & Excel
- Communication: Exceptional verbal and written communication skills.
Nice-to-Have Advantages:
- Financial Service Experience
- Bachelor’s degree in Finance, Business, or a related field preferred
- Active FINRA Series 7, 66, or SIE licenses.
Why This Role is Different
This is not a routine, dead-end administrative job. We view this position as a critical engine for our business. For a driven, high-performing individual, this role serves as a dynamic launchpad. As you master operations and prove your impact, you will have direct pathways to transition into higher-level, specialized roles. We are fully committed to investing in your professional development, unlocking significant opportunities for both career advancement and income growth.
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
