CLIENT WEALTH COORDINATORLocation: Denver, CO OR Remote

ABOUT US:

ROLE OVERVIEW:

sarah.jolly@destinycapital.com

RESPONSIBILITIES

Accountable for superior client connection and on-going management of client relationships
Committed to understanding and coordinating all elements of the client’s financial structure and will serve as the first point of contact for client advice inquiries
Committed to supporting the Client Wealth Strategist (CWS) in all areas of client experience
Coordinate administrative tasks with clients’ outside advisors, attorneys, CPAs, insurance agents, etc.
Communicates needed meeting cadence, leads scheduling, and ensures meeting dates are met
Coordinates and collaborates on all elements of client service with the rest of the team (CWS, planning, investments, account management)
Performs quality control review of all client deliverables
Participates in client meetings.
Responsible for gathering and ensuring that all client meeting data is recorded and maintains integrity in the CRM to include recording detailed notes in CRM software on tasks, client records, activities, etc.
Responsible to maintain client file (electronic) and documentation.
Supports the Client Wealth Strategist in onboarding clients
Accountable for client service that leads to client satisfaction and retention
Contributes to firm growth by identifying opportunities to do more client work for existing clients and/or gathering new assets from existing clients.
Identify process improvement and own execution in some instances
QUALIFICATIONSHas CFP designation with strong financial planning acumen
At least three years of experience in direct financial planning and advice in either a Lead Advisor or Associate Advisor role.
Self-motivated and driven with the ability to effectively prioritize and complete responsibilities in a timely fashion.
Personal agency with the ability to solve problems independently
Highly collaborative with top-notch communication and interpersonal skills
Empathetic and respectful with a strong desire to help team members and clients.
Highly adaptive with the understanding that client and firm needs evolve over time.
A high level of integrity and honesty in all work and interactions
A detail enthusiast and implementer who loves people, the art of advice and client service.
Proven relationship building skills and comfort working directly with clients.
Understands that successful business is a marathon, not a sprint, and believes in balance

COMPENSATION AND BENEFITS:

Base Salary - $90,000 - $120,000 depending on experience and qualifications
Comprehensive health, dental, and vision plans
401(k) match
Unlimited PTO
Flexible work arrangements
Professional development and continuing education

Destiny Capital

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Client Wealth Coordinator