Financial Planning & Client Services Specialist — Path
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Lake Ridge Bank is seeking a Financial Planning & Client Service Coordinator to support Financial Advisors, deliver exceptional client service, and assist with financial planning and investment processes. This role offers a path to becoming a licensed Financial Advisor, with hands-on experience, training, and exposure to wealth management in a community bank setting.
You will prepare client materials, maintain files, monitor activity, and participate in business development, compliance training,
Step into the Financial Planning & Client Services Specialist — Growth Path role at Lake Ridge Bank in Madison, WI, United States and grow with us.
We would love to welcome a new Financial Planning & Client Services Specialist — Growth Path to our group in Madison, WI, United States.
For the Financial Planning & Client Services Specialist — Growth Path position at Lake Ridge Bank, we are reviewing applications now.
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