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Wealth Management Coordinator - (Pen-Fed On-Site location)

TruStage
Location 📍 San Juan, Puerto Rico
Posted 📅 June 15, 2026
Work Type ⏰ Full time

Position Overview

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, 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...

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Job Details

Employment Type
Full time
📊
Category
Business Operations Specialists
🏠
Work Arrangement
On-site
📍
Location
San Juan, Puerto Rico