Financial Planning & Client Services Specialist — Growth Path

Lake Ridge Bank; Madison (WI); On-site; USD 55,000 - 90,000; Full time

Job summary

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,

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Economics or related field.
• Strong communication, analytical, and organizational skills.
• Proficiency in Microsoft Office; aptitude for learning financial software.

Responsibilities

• Prepare materials for client meetings, including financial plans and reports.
• Maintain compliant client files and monitor accounts for activity.
• Assist Advisors with planning, research, and note-taking in client meetings.
• Support marketing and outreach, onboarding new clients, and cross-selling opportunities.
• Adhere to FINRA, bank policies, and continuing education requirements.

Skills

Communication

Analytical skills

Organizational skills

Attention to detail

Education

Bachelor's degree in Finance, Business, Accounting, Economics or related field

Tools

Microsoft Office

Job description

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,