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Financial Planning Coordinator: Client Services
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-02-18
Listing for:
State Bank of Cross Plains
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services provider in Madison is seeking a Financial Planning & Client Service Coordinator to support Financial Advisors by providing exceptional client service and assisting with financial planning. The ideal candidate should be detail-oriented, eager to learn, and ready to advance towards becoming a licensed advisor. This role supports client relationships and requires marketing initiatives and compliance management. For those looking for a rewarding career path in financial services, this is a great opportunity.
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