Wealth Management Coordinator

Job Description

Job Description

Are you organized, client-focused, and energized by helping others achieve their financial goals? Join our Retirement and Investment Center (RIC) at Dow Credit Union as a part time Wealth Management Coordinator . This unique opportunity blends administrative excellence with a passion for financial wellness and client service.

Would you like to join a supportive organization that invests in its employees? Do you want to build a long-term career in the people helping people industry with an established and award-winning company? If so, please read on!

This position earns a competitive minimum starting hourly pay of $20 . We provide terrific benefits , including quarterly and annual incentives, a 401(k) plan, paid holidays, and paid time off (PTO) . If this sounds like the right opportunity for you, apply today!

DOW CREDIT UNION: OUR MISSION

In 1937, the country was still in the throes of a severe economic depression that underscored the need for a workable financial plan to enable Dow employees to save for emergencies and obtain convenient, low-cost credit. Two Dow employees heard about the credit union movement, and the rest is history. Today, we serve more than 81,000 members and have over $2.3 billion in assets. Our goal has always been to serve our members to the best of our abilities and provide them with the best value for their money. Every day, we continually strive to improve our level of service by keeping our focus on our members.

In order to do this, we have to hire and retain loyal, team-oriented employees who have genuine care and concern for our members and conduct themselves with integrity and professionalism. That's why we offer competitive pay , excellent benefits , and a positive work culture . We truly respect each other and actively encourage diversity, equity, and inclusion (DEI). We are an equal-opportunity employer.

Wealth Management Coordinator

What You'll Do:

As the Wealth Management Coordinator, you'll be the backbone of our investment team-supporting Financial Advisors, creating a seamless client experience, and helping drive awareness and engagement with our investment services. Responsibilities include:

Sales Support

• Make proactive outreach calls to schedule appointments and follow up on campaigns
• Support educational events and financial wellness initiatives
• Manage internal referral processes and collaborate with credit union staff to promote services
• Assist with website, social media, and marketing coordination

Client Experience

• Serve as a welcoming, professional resource for clients and staff
• Coordinate communication between Advisors and the credit union team
• Schedule client appointments and support a consistent service model
• Ensure clients stay connected and informed throughout their financial journey

Operational Efficiency

• Maintain calendars, client files, and CRM records
• Support compliance processes and documentation
• Create and update program dashboards, reports, and procedures manuals

What You Bring:

• 1+ year of customer service experience (financial services preferred)
• Excellent communication and phone skills
• Strong attention to detail, organization, and follow-through
• Comfortable with CRM systems and general office technology
• A collaborative attitude with a willingness to learn sales and financial concepts
• Knowledge of financial planning products and credit union services is a plus
• Must be able to travel distances exceeding 30 miles

Why This Role:

• Impactful work that supports clients' financial well-being
• Exposure to the dynamic field of wealth management
• Opportunity to grow and gain experience in financial services
• Flexible, part-time role with potential for varied hours for events and networking

Join a supportive team environment where your skills and enthusiasm for service will help others build a more secure financial future.

Apply today and help bring financial confidence to our credit union members.