Financial Advisor Coordinator - (717 Credit Union - Warren Branch)
TruStage
About this role
This role involves supporting the Wealth Management Solutions program at TruStage by scheduling appointments, assisting with marketing efforts, and providing administrative support to advisors. The position emphasizes organizational and communication skills within a team environment and involves working with members and employees to promote financial services.
Skills
About TruStage
trustage.comTruStage offers a wide range of commercial and personal insurance products — making it easier for people to choose the right protection to fit their unique needs.
Recent company news
The Economic TimesWipro bags multi-year deal from US-based retirement service firm TruStage to transform ops
1 day ago
The Manila TimesTruStage® Compliance Solutions to Power Dynamic, Compliant Documentation within CoreAdvance from Fiserv
9 hours ago
CRN AsiaWipro signs multi-year deal to modernise TruStage’s retirement services business
1 day ago
The BlockFintech and insurance giant TruStage pilots stablecoin geared for credit unions
2 weeks ago
BusinessLineWipro signs deal with TruStage to transform its retirement services business
1 day ago
About TruStage
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for TruStage.
Salary
$37k – $62k
per year
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