Wealth Planning Coordinator
$31.25 - $43.27 per hourHRCoach
HRCoach is seeking a Financial Planning Specialist to join their team in Calabasas, CA. This position supports advisors in delivering comprehensive financial planning services. Ideal candidates are detail-oriented and client-focused, with strong organizational and analytical skills. Responsibilities include managing planning workflows, preparing reports, and coordinating client communications. The role offers competitive compensation of $31.25–$43.27/hr based on experience, along with benefits like paid time off and 401(k) matching. Join a collaborative team dedicated to client success and professional growth. #J-18808-Ljbffr HRCoach
Vacancy posted 2 days ago
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