Financial Planning & Client Services Coordinator
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Banking & Finance, Financial Services
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.
We are looking to fill the Financial Planning & Client Services Coordinator position at Lake Ridge Bank in Madison, WI, United States.
We appreciate your interest in this position.
Join Lake Ridge Bank and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Financial Planning & Client Services Coordinator role at Lake Ridge Bank, based in Madison, WI, United States.
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