US001 CMFG Life Insurance Company Verified 37h ago
Financial Advisor Coordinator - Abbott Labs Employee Credit Union (On-Site)
Gurnee, IL Hybrid
$37,400–$62,300 a yearPay$37,400–$62,300
TypeFull-time
Work settingHybrid
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program.
What you'll bring
- List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job.
- Also include any required licenses and/or designations.
- High school diploma or equivalent work experience.
- Ability to work well within a team environment, as well as independently.
- Strong organizational skills.
- Strong communication skills both verbally and in writing.
- Strong attention to detail.
- Previous experience with Salesforce and proficient with Microsoft Office tools.
- If you’re ready to help make a difference, apply today.
- A resume is required to apply.
- TruStage may process applicant information using an Artificial Intelligence (AI) tool.
- This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position.
Benefits
401(k)Disability InsuranceEmployee Assistance ProgramLife InsurancePaid Time OffParental LeaveTuition Assistance