Wealth Coordinator - Partner - Affinity Financial Strategies

Affinity Financial Strategies is seeking a Wealth Coordinator - Insurance to provide administrative and sales support to an Insurance Specialist. The role involves client relationship management, developing financial strategies, and maintaining accurate files. This position offers mentorship and the opportunity to grow within the financial services industry.

Requirements

• Schedule and prepare client meetings with Insurance Specialist
• Manage client relationships and build strong client engagement
• Create and maintain accurate client files
• Promote investment and insurance services
• Support Credit Union staff for referral of clients

Benefits

• Career progression into an Insurance Specialist or Wealth Advisor role
• On-going training, coaching and education
• Pleasant and professional working environment
• Base salary plus bonus program