Client Planning & Wealth Strategy Coordinator

Client Planning & Wealth Strategy Coordinator

Location: El Paso, TX (Hybrid)
Company: Crown Wealth Strategies
Schedule: Full-Time | Monday–Friday

About Crown Wealth Strategies

Welcome to Crown Wealth Strategies, your trusted partner in financial excellence located in El Paso, TX. We provide comprehensive financial planning and wealth management services, including retirement planning, investment strategies, insurance solutions, estate planning coordination, and long-term wealth preservation strategies.

Our mission is to deliver sophisticated, relationship-driven planning with integrity, precision, and exceptional client care. We are proud to serve individuals, families, professionals, physicians, and business owners through highly personalized financial strategies designed to create lasting impact across generations.

Crown Wealth Strategies has earned recognition as one of the premier financial planning firms in Texas. Firm leadership has been recognized by Forbes as:

Top 4 Financial Security Professionals in Texas

Top 100 Financial Security Professionals Nationally

Top 50 Wealth Advisors in Texas

Learn more at www.crownws.com

About the Role

We are seeking a highly motivated Client Planning & Wealth Strategy Coordinator to join our growing team. This role is designed for an ambitious recent college graduate, MBA candidate, or early-career professional interested in building a long-term career in holistic financial planning and wealth management.

This is not a narrow or siloed role. The ideal candidate is someone who wants exposure to the full scope of sophisticated financial planning—not just one specialized area. You will gain hands-on experience across investments, retirement planning, insurance, estate planning, cash flow analysis, client strategy, and practice operations while working directly alongside experienced advisors and leadership.

This position is ideal for someone who is intellectually curious, analytical, organized, and excited to learn how all aspects of a client’s financial life integrate together to create comprehensive wealth strategies.

This Role is for Someone Who…

This opportunity is designed for high-achieving individuals who want to immerse themselves in all aspects of holistic financial planning and accelerate their professional growth.

Crown Wealth Strategies is a fast-paced, high-performance environment where excellence is expected. We are looking for someone who thrives under high expectations, enjoys solving complex problems, and is eager to learn directly from nationally recognized advisors.

The ideal candidate is proactive, highly organized, detail-oriented, and driven to become exceptional at their craft. They are not looking for a routine entry-level job—they are looking for mentorship, meaningful responsibility, accelerated growth, and the opportunity to build a long-term career within one of the top financial planning firms in Texas.

This role is best suited for someone who is motivated by challenge, values professionalism and integrity, and genuinely wants to become a future leader in wealth management.

Key Responsibilities

Assist advisors with financial planning case development and strategy preparation

Gather, organize, and analyze client financial data

Support investment research, portfolio analysis, and reporting

Prepare meeting presentations, planning summaries, and client deliverables

Coordinate pre- and post-client meeting logistics and follow-up

Assist with retirement, insurance, estate, and cash flow planning analyses

Support estate planning coordination, including document organization and strategy preparation

Utilize financial planning and CRM software platforms

Help maintain accurate client records and ongoing planning updates

Collaborate with leadership on strategic initiatives and operational projects

Deliver exceptional service and communication to clients and team members

Qualifications

Bachelor’s degree required (Finance, Economics, Business, Accounting, Mathematics, or related field preferred)

MBA candidates or recent graduates encouraged to apply

Strong analytical, organizational, and communication skills

High level of professionalism and attention to detail

Proficiency in Microsoft Office Suite (especially Excel and PowerPoint)

Ability to manage multiple priorities independently

Strong interest in financial planning, investments, and wealth management

Positive attitude, strong work ethic, and willingness to learn

What We Offer

Direct mentorship from nationally recognized financial professionals

Exposure to advanced financial, investment, and estate planning strategies

Career growth opportunities within a fast-growing firm

Collaborative, entrepreneurial, and high-performance culture

Competitive compensation

Performance-based bonus opportunities

Simple IRA with employer match

Paid vacation and personal time

Supportive team environment

An exciting opportunity to build a meaningful career within one of the region’s leading wealth management firms

To Apply

Please send your resume and a brief introduction to clients@crownws.com.