Financial Advisor Coordinator - (717 Credit Union - Warren Branch)

TruStage is on a mission to make a brighter financial future accessible to everyone. The Financial Advisor Coordinator is responsible for scheduling appointments, marketing the Wealth Management Solutions program, and providing administrative support to the advisory team.ResponsibilitiesSupport the marketing efforts of the programAssemble seminar packetsCoordinate logistics of seminarsMaintain lobby marketing materials supplyCoordinate mailingsExecute basic marketing activities at the member levelBirthday cardsNewslettersAdministrative support to Advisor(s)Coordinate the advisor(s) scheduleMaintain advisor(s) calendarSet up and confirm appointments with membersManage phone calls for advisor(s)Order suppliesCreate and manage contact informationSupport success of programCoordinate and track referralsConduct training with CU employees on program processesProgram reportingSupport TWMS Compliance initiativesMaintain confidential member information by adhering to TWMS’s policies and procedures for data security and privacySkillsHigh school diploma or equivalent work experienceAbility to work well within a team environment, as well as independentlyStrong organizational skillsStrong communication skills both verbally and in writingComfortable working both face-to-face and over the phone with peopleStrong attention to detailPrevious experience with Salesforce and proficient with Microsoft Office toolsBenefitsMedicalDentalVisionEmployee assistance programLife insuranceDisability plansParental leavePaid time off401kTuition reimbursementCompany OverviewTruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them. It was founded in 1935, and is headquartered in Madison, Wisconsin, US, with a workforce of 1001-5000 employees. Its website is https://www.trustage.com/.Company H1B SponsorshipTruStage has a track record of offering H1B sponsorships, with 22 in 2025, 15 in 2024, 13 in 2023, 25 in 2022, 15 in 2021, 15 in 2020. Please note that this does not guarantee sponsorship for this specific role.



Apply To This Job