Wealth Management Programs Coordinator
Job in
Union, Montgomery County, Ohio, 45125, USA
Listed on 2026-02-28
Listing for:
TruStage Insurance Agency LLC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services organization is seeking a Financial Advisor Coordinator responsible for scheduling appointments and supporting marketing efforts for the Wealth Management Solutions program. The ideal candidate will have strong organizational and communication skills, work well in a team environment, and have proficiency in Salesforce and Microsoft Office tools. This role emphasizes attention to detail and direct interaction with clients, aiding them in taking control of their financial futures.
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