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Wisconsin 1
Waunakee Full Time

1 jobs found in Waunakee

TruStage
12/31/2025  
Financial Coordinator - Summit Credit Union (Waunakee office)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:     This position is responsible for scheduling appointments for members, Financial Service Representatives, and/or Lead Financial Professionals, 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 ....
TruStage Waunakee, WI, USA Full Time

 

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