Wealth Management Coordinator - Charter Oak Federal Credit Union (waterford, Ct) On-site

TruStage

Waterford, CT, US
Base: $37,400.00 - $62,300.00; bonus/equity: not s...
Hybrid
Strong organizational skills
Proficient with microsoft office tools
Experience with salesforce
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone

Job Summary

  • At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.
  • This position is responsible for scheduling appointments and marketing the Wealth Management Solutions program.
  • TruStage offers a flexible workplace that allows for work-life balance and career growth.

Matching Summary

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.

Salary

Base: $37,400.00 - $62,300.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, 401k

Skills & Requirements

Must-have

  • Strong organizational skills
  • Proficient with Microsoft Office tools
  • Experience with Salesforce

Nice-to-have

  • Desire to become a Registered Financial Representative
  • Ability to work well within a team
  • Strong communication skills

Key Requirements

  • High school diploma or equivalent work experience
  • Strong attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter