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Financial Planning & Client Services Coordinator
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-09-01
Listing for:
Lake Ridge Bank
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Lake Ridge Bank is seeking a Financial Planning & Client Service Coordinator to support Financial Advisors by delivering outstanding client service and assisting with planning and investment-related processes.
You will prepare materials for client meetings, maintain compliant files, and monitor accounts while pursuing CFP®, SIE, Series 7, 66, and Life & Health licenses within a year. This role offers growth toward advisory responsibilities and cross-functional collaboration.
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