Wealth Planning Appointment Coordinator

A financial consulting firm is seeking an Appointment Coordinator to manage client engagements and appointment scheduling. The ideal candidate will engage with warm leads and possess strong communication and organizational skills. Responsibilities include handling appointments, documenting client interactions, and supporting financial advisors. This role offers a salary of $55,000 with bonus potential, alongside benefits like health insurance, PTO, and a retirement plan. #J-18808-Ljbffr