Financial Advisor Coaching Coordinator

Job Description

Job Description

Coaching Coordinator

Location: Fort Lauderdale, FL (HQ)
Department: Coaching
Reports To: Director of Coaching
Job Type: Full-Time | Exempt

Who We Are

At Sound Income Group, our mission is simple: to help independent financial professionals and their clients thrive—especially those approaching or in retirement. We provide comprehensive resources in financial education, investment strategies, marketing, and practice management to support long-term success.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Coaching Coordinator plays a critical role in supporting our coaching team, ensuring seamless advisor engagement, communication, and operational execution. You’ll partner directly with coaches and internal stakeholders to manage scheduling, pre- and post-call logistics, documentation in Salesforce, and special projects.

This is a fast-paced, collaborative position ideal for someone detail-oriented, tech-savvy, and proactive. Minimal travel may be required.

Key Responsibilities

• Serve as the primary operational support for the coaching team, managing calendars and scheduling in Salesforce and Outlook.

• Handle inbound and outbound calls with professionalism; provide proactive follow-up and call recaps.

• Initiate outbound calls to drive awareness and registration for webinars, events, and coaching academies.

• Use dictation software (CopyTalk, Jump App) to transcribe and distribute post-session notes.

• Draft and send post-call emails and communications via both manual and automated tools.

• Maintain accurate documentation of all advisor interactions in Salesforce; run reports to support performance tracking.

• Support logistics for seminars, conferences, and events, including travel and supplies.

• Provide administrative assistance—preparing documents, managing project timelines, and creating team resources.

• Coordinate internal meetings, prepare agendas, and distribute recaps and action items.

• Proactively identify opportunities to streamline processes and improve team efficiency.

• Represent the coaching department with professionalism in all interactions.

Must-Have Qualifications

Experience

• Background in real estate, financial services, administrative/executive coordination, or banking strongly valued.

• Excellent written and verbal communication skills with a white-glove service approach.

• Strong ability to work independently, take initiative, and drive tasks forward.

Education

• High school diploma required; associate’s or bachelor’s degree preferred.

Technology Skills

• Proficient in Microsoft Office Suite (especially Outlook).

• Strong CRM experience (Salesforce preferred), with the ability to catalog data, run reports, and track metrics.

• Familiarity with dictation tools (CopyTalk, Jump App) and email automation platforms a plus.

Work Environment & Requirements

• Office-based role with occasional travel to conferences and satellite offices.

• Extended periods working at a desk on a computer.

• Must be comfortable with regular phone and email communication.

• Ability to lift up to 10 lbs on occasion.

Benefits

We’re proud to offer a competitive benefits package that supports your well-being:

• 100% employer-covered medical benefits + HRA account

• Dental and vision plans

• PTO + 10 paid NYSE holidays annually

• 401(k) with company match program

• Free onsite parking

• Company-provided laptop and technology

• Complimentary onsite gym access

Join Us

If you’re ready to contribute to a mission-driven organization and make an impact in the financial services industry, we’d love to hear from you! Apply today to become our next Coaching Coordinator at Sound Income Group.

Company DescriptionImagine joining a team where innovation meets passion. We thrive on collaboration, creativity, and a shared vision for redefining the future of finance. We are at the forefront of developing solutions that will shape the industry for decades. Our work is meaningful and groundbreaking.

Our reputation is highly respected, built on a strong foundation of values that guide everything we do. We have solid resources and experience in portfolio management, and we provide dynamic recruiting, marketing, and coaching support.

Our workplace is creative and collaborative, fast-paced, fun, respectful, and highly professional. Individuals have space and autonomy to develop, as well as support and guidance when they need it.

Individual creativity and teamwork closely align, always with an eye toward excellence, innovation, and meeting deadlines. It is the perfect environment for anyone seeking exciting new challenges and career growth.

Sound Income Group values and encourages continuing education and professional development opportunities for all employees. We will pay for training, programs, or courses that lead to certification, licensing, or other forms of accreditation.

Company Description

Imagine joining a team where innovation meets passion. We thrive on collaboration, creativity, and a shared vision for redefining the future of finance. We are at the forefront of developing solutions that will shape the industry for decades. Our work is meaningful and groundbreaking.\r\n\r\nOur reputation is highly respected, built on a strong foundation of values that guide everything we do. We have solid resources and experience in portfolio management, and we provide dynamic recruiting, marketing, and coaching support.\r\n\r\nOur workplace is creative and collaborative, fast-paced, fun, respectful, and highly professional. Individuals have space and autonomy to develop, as well as support and guidance when they need it.\r\n\r\nIndividual creativity and teamwork closely align, always with an eye toward excellence, innovation, and meeting deadlines. It is the perfect environment for anyone seeking exciting new challenges and career growth.\r\n\r\nSound Income Group values and encourages continuing education and professional development opportunities for all employees. We will pay for training, programs, or courses that lead to certification, licensing, or other forms of accreditation.