What are the responsibilities and job description for the New Business Coordinator position at Magellan Financial?
Are you ready to take your skills to the next level with a firm that values your expertise, work ethic, and passion for delivering exceptional service?
At Walser Wealth Management (www.WalserWealth.com), we’re not your typical financial firm. We’re a rapidly growing, independent wealth management company based in Austin, Texas, with our new business processing operations in Tampa, Florida. Our mission? To help clients achieve the retirement of their dreams through cutting-edge strategies, elite service, and innovative planning.
We’re adding to our world-class New Business Processing Team to support our advisors and clients. That’s where you come in.
What’s in it for you?
✅ A role where your attention to detail and operational expertise directly impact client success.
✅ A collaborative team culture that celebrates hard work, innovation, and results.
✅ Opportunities for personal and professional growth in a high-performing environment.
✅ The stability of a well-established firm with the energy of a company just starting.
Who we’re looking for:
You thrive in a fast-paced environment and are passionate about making things run smoothly. With your experience with the applications, paperwork, and processing for managed money/ACAT transfers, fixed indexed annuities (FIAs), and life insurance products, you’re the go-to person for processing new business efficiently and accurately. You’re proactive and detail-oriented, and you love being part of a team that works toward shared goals.
Your Role:
- Own the end-to-end new business process, ensuring smooth and accurate processing for advisors and clients.
- Handle RIA business, ACAT transfers, annuities, and life insurance products precisely and carefully.
- Collaborate with advisors and internal teams to keep everyone aligned and moving forward.
- Troubleshoot and resolve issues quickly, keeping clients and advisors informed every step of the way.
- Stay ahead of industry best practices to continually improve our processes.
What You Bring:
- Experience in new business processing within financial services (RIA/Managed Money and annuities required).
- A knack for organization, problem-solving, and attention to detail.
- Strong communication skills to keep advisors, clients, and internal teams on the same page.
- A mindset of ownership and accountability—you take pride in doing things right.
- Familiarity with CRM systems, custodians, and industry software is a plus.
Why Join Walser Wealth Management?
We’re not just looking for another team member—we’re looking for someone who wants to grow with us. At Walser, you’ll find a firm that's as invested in your success as it is in our clients. You’ll work alongside some of the best advisors in the business with a company committed to helping you excel.
Are you ready to make an impact?
This role is based in our Tampa office and is in-office, five days a week. We believe in building strong teams and strong relationships—and that starts with being together.
Walser Wealth Management is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Schedule:
- Monday to Friday
- No nights
- No weekends
Ability to Commute:
- Tampa, FL 33602 (Required)
Ability to Relocate:
- Tampa, FL 33602: Relocate before starting work (Required)
Work Location: Hybrid remote in Tampa, FL 33602
Salary : $60,000 - $75,000
