Wealth Management Program Coordinator
Listed on 2026-10-15
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Tru Stage in Franklin, TN is seeking an Administrative Professional to schedule appointments for members and financial professionals and to support the Wealth Management Solutions program. You will coordinate seminars, manage calendars, and handle outreach activities with Credit Union employees.
You will also provide administrative support to advisors, track referrals, and assist with program reporting while maintaining strict confidentiality and compliance with TWMS policies.
We invite applications for the Wealth Management Program Coordinator position located in Franklin, TN, United States.
The position is based in Franklin, TN, United States.
This opportunity is part of our work in Finance, Human Resources.
The advertised compensation is 37.000 - 62.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Program Coordinator role in the description above.
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