Responsibilities

• Scheduling & Lead Funnel: coordinate initial consultations, follow up with leads via phone/email/text, and book strategy sessions that align with advisor calendars.
• CRM & Data Governance: log interactions, track referrals, and provide timely pipeline updates to keep prospect data accurate.
• Live Events & Team Enablement: support on-site workshop logistics, post-event follow-ups, and cross-train with teammates to smooth collaboration.

Requirements

• Bachelor’s degree (preferred) plus 2+ years of experience within a financial advisory environment, or a proven track record in client-facing scheduling, funnel management, or business development.
• Outstanding time-management, advanced written communication, and structured organizational capabilities.
• Proficiency in Google Suite is mandatory.
• Existing familiarity with modern CRM infrastructure is a significant asset.

Preferred

• Cross-training across multiple operational departments is heavily encouraged.
• Familiarity with modern CRM infrastructure is a significant asset (if not mandatory).
• Continuous professional development is prioritized and the coordinator's voice is valued.

Benefits

• Insurance & Retirement: Group health insurance options and an attractive 401(k) program with a strong company match.
• Time Off: Generous paid time off policy and a popular summer Friday schedule.
• Team Perks: Premium on-site snacks and beverages, quarterly team lunches, off-site team-building excursions, paid volunteer time, and a signature annual holiday celebration.