Financial Advisor Coordinator - Southeast Financial; On-Site

This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, 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.

Support the marketing efforts of the program Assemble seminar packets Coordinate logistics of seminars Maintain lobby marketing materials supply Coordinate mailings Execute basic marketing activities at the member level birthday cards newsletters Administrative support to Advisor(s) Coordinate the advisor(s) schedule Maintain advisor(s) calendar Set up and confirm appointments with members Manage phone calls for advisor(s) Order supplies Create and manage contact information Support success of program Coordinate and track referrals Conduct training with CU employees on program processes Program reporting Support TWMS Compliance initiatives Maintain confidential member information by adhering to TWMS's policies and procedures for data security and privacy The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

High school diploma or equivalent work experience. Ability to work well within a team environment, as well as independently. Strong organizational skills. Strong communication skills both verbally and in writing. Comfortable working both face-to-face and over the phone with people. Strong attention to detail. Previous experience with Salesforce and proficient with Microsoft Office tools.

Prior Financial Services/Insurance related background is a plus. Banking or Credit Union experience.

Base Salary Range: $37,400.00 - $62,300.00. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. At Tru Stage, 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.

Tru Stage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. Tru Stage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.

Candidates may choose to opt out of this process.

Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few.

Tru Stage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

We're on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people - in more ways - make confident financial decisions at every stage. And we're committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.

We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when  life happens,  you can focus on what's most important.