Capital Roles

Raymond James

Wealth Planning Coordinator

New Bern, NC · Private Client Group · Posted Sep 18, 2026

Excerpt from Raymond James's posting

Signature Wealth is a growing wealth management firm committed to delivering exceptional client experience through comprehensive financial planning and personalized advice.

Read the full description on Raymond James's site (opens in a new tab)

Hiring intel

How long this role has been open, and what it pays elsewhere

Time open, reposts at this bank, and posted pay for this title across banks, built from the nightly checks.

See the intel With research access. Choose yours.

Saved roles line up on your compare table.

Going for this role? Private Counsel is career coaching: three one-hour sessions over two weeks and a fourth held for your interview, for bankers going for a specific role at a specific bank.

Similar roles

  1. Wealth Planning Advisor (Hybrid)

    SouthState Bank

    • DANIEL ISLAND PRIVATE WEALTH

  2. Financial Planning Analyst- Wealth Management

    Truist

    • Atlanta, GA +2 more
    • Truist Wealth Group
    $86,500 – $164,350 a year

  3. JPMorgan Wealth Management - Senior Product Associate - Wealth Plan

    JPMorgan Chase

    • New York, NY
    • Product Management
    $99,750 – $155,000 a year

  4. Registered Client Service Associate-Winston-Salem, NC

    Raymond James

    • Winston Salem, NC
    • Private Client Group

  5. Associate Financial Planner

    Raymond James

    • Caldwell, ID
    • Private Client Group

  6. Client Service Associate

    Raymond James

    • Albuquerque, NM
    • Private Client Group