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Wealth Management Coordinator
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$37,400 - $62,300 a year
Full-time
- We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment.
- This position is responsible for scheduling appointments for members, Associate Financial Advisors, Financial Service Representatives, and/or Lead Financial Advisors, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program.
- Maintain confidential member information by adhering to CBSI’s policies and procedures for data security and privacy
- At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance.
- In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.
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