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Wealth Management Coordinator - Hybrid

Job in Waterford, New London County, Connecticut, 06386, USA
Listing for: TruStage
Full Time position
Listed on 2026-03-11
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 37400 - 62300 USD Yearly USD 37400.00 62300.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Coordinator - Hybrid Growth Role
A leading financial services company in Waterford, Connecticut is seeking a Coordinator for their Wealth Management Solutions program. This role involves scheduling appointments, supporting marketing efforts, and performing various administrative functions. Ideal candidates should possess strong organizational and communication skills, have previous experience with Salesforce and Microsoft Office, and hold a high school diploma or equivalent. The base salary ranges from $37,400 to $62,300, with additional benefits including health insurance, 401k, and tuition reimbursement.
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