Wealth Management Marketing Coordinator

Join Us in Making an Impact ✨

At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it!

Who You Are ?

?You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together

.
What You’ll Do

🚀📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 850

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The Marketing Coordinator – Wealth Management is responsible for supporting the Wealth Management department's marketing and sales initiatives for investments and insurance for the Credit Union's members and prospec

ts.
Essential Funct

ionsSupports the Wealth Management department and function as a liaison with Marketing and other departments to coordinate and execute marketing projects and department’s pl

ans.Maintains social/digital media, Wealth Management department website, and branding materials, including related content management systems (CMS), in alignment with Wealth Management’s strategic direct

ion.Generates and coordinates communications to Credit Union associates and prospects about Wealth Management marketing promotions and campai

gns.Oversees and coordinates customer relationship management (CRM) for the Wealth Management department’s clients and prospe

cts.Reports on initiative success by monitoring key performance metrics and generating analy

ses.Assists Wealth Management representatives with webinars, in-person seminars, advertising needs, disclosures, scheduling, distribution/communication lists, web/phone recordings, contact logs, inventory management of marketing materials, and related compliance of materials and activit

ies.Coordinates and aligns Wealth Management representation at civic, trade, and professional activit

ies.Maintains technical and industry knowledge of financial products, features, uses, and tax treatment, and attends professional semin

ars.Provides ideas for enhancements to Marketing and Operations departme

nts.
This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market v

alue.
What You Br

• ing 🎯High School Diploma Re
• quiredBachelor's Degree in Marketing, Advertising, Communications, or related field. Re
• quired3 to 5 years of similar or related experience. related experience, preferably in the financial services in
• dustryor equivalent combination of education and exper
• ience.Working knowledge of customer relationship management (CRM) software (e.g., Salesforce), Office Suite software (e.g., Microsoft Office Word, Excel, PowerPoint), and videotelephony software (e.g.,
• Zoom).Working knowledge of the Financial Industry Regulatory Authority (FINRA) broker-dealer regulations/requirements a
• plus.FINRA Series 6 or 7, 63, 65 or 66, and Arizona Life/Health Insurance Licenses preferred. Pre
• ferred10% Travel may be required, less than 10% of the

time.
Not sure if you meet every requirement? That’s okay. We believe great talent comes from all backgrounds and experiences. At OneAZ, we value potential, passion, and purpose. If you’re excited about this opportunity and believe in our mission, we encourage you to join our Talent Co

mmunity
Compensation & Ben

• efits 🎉Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus s
• ick timeLow-cost Medical, Dental & Visi
• on plansPaid childcare as
• sistanceAward-winn
• ing 401KGym fee reimb
• ursementTuition Reimb
• ursementStudent loan r
• epayment...and much more. Explore all the details in our comprehensive Benefits
• BookletTarget hiring range $23/hr-$29/hr (Depending on experience and prior to any incentives this position is eligi

ble for)
Why Jo

in OneAZ?At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new

pioneers.
We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s

possible.
Additio

nal Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on ma