The Opportunity

Are you a natural conversationalist who loves helping people make sense of their future? We are looking for a Relationship Coordinator to join our team.

Unlike traditional cold-calling roles, you will be reaching out to individuals who have already taken the first step toward their financial goals by completing a preliminary financial plan.

The Core Mission

Your goal isn't just to "book a call." It’s to build a bridge. You will:

• Connect: Reach out to warm leads to discuss their initial DIY planning experience.
• Consult: Listen to their financial goals, identify gaps where professional advice could add value, and build authentic rapport.
• Convert: Successfully schedule discovery meetings between the prospect and our Senior Financial Planner.

What You’ll Be Doing

• Managing a consistent pipeline of warm leads.
• Conducting high-quality outbound discovery calls (focusing on quality of conversation over "churn and burn" volume).
• Acting as the "face" of the firm, ensuring every prospect feels heard and supported.
• Maintaining meticulous notes in our CRM to ensure a seamless handoff to the planning team.

Who You Are

• The Active Listener: You hear what isn't being said and can pivot a conversation based on a prospect’s unique needs.
• The Goal-Getter: You are motivated by targets and enjoy the "win" of a perfectly set appointment.
• Resilient & Personable: You handle "not right now" with grace and keep the door open for the future.

Requirements

• Exceptional verbal and written communication skills.
• Comfortable using CRM software, email, telephones.
• A "people-first" attitude—we value trust over high-pressure tactics.
• Flexibility. Success will require varied hours of work. Some mornings, some afternoons, some early evenings, some hours on most weekends.
• Primarily work from home.
• 6 Hours/week. Once you develop your skills and are successful this can be expanded.

Why Join Us?

• Warm Leads: No cold calling strangers out of a phone book.
• Professional Growth: Learn the inner workings of the financial planning industry.
• Competitive Pay: $25/hour + bonus/meeting booked and attended with qualified leads.