Wealth Coordinator - Partner - Affinity Financial Strategies

Affinity Financial Strategies is seeking a Wealth Coordinator to support a Senior Wealth Advisor. This role involves administrative and sales support for clients, client relationship management, and creating and maintaining client files, with a focus on providing comprehensive financial strategies and marketing the firm's services. The position requires a personable and detail-oriented individual with a passion for financial services.

Requirements

• Schedule and prepare client meetings
• Create and maintain accurate client files
• Promote investment and insurance services
• Support Credit Union staff with referral of qualified clients
• Stay informed about financial planning trends

Benefits

• Opportunity for career progression
• On-going training
• Pleasant working environment