Financial Planning & Client Success Coordinator

LakeRidge; Monona (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Lake Ridge Bank seeks a Financial Planning & Client Service Coordinator to support our Financial Advisors with client service, planning materials, and related processes. You will prepare materials for client meetings, maintain compliant files, and monitor accounts for activity.

You will gain exposure to advisory workflows and work toward CFP, SIE, Series 7/66 and Life & Health licenses within a year, positioning you for growth into an advisory role in a collaborative, client-focused team.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related field.
• Strong communication, analytical, and organizational skills.
• Proficiency in Microsoft Office and aptitude for learning financial software systems.
• Exceptional attention to detail, professionalism, and initiative.
• Commitment to pursuing industry licenses within one year.

Responsibilities

• Serve as a primary point of contact for clients with timely, professional service.
• Prepare materials for client meetings, including financial plans, performance reports, and review packets.
• Maintain accurate and compliant client files, ensuring data and documentation are up to date.
• Monitor accounts for changes, unusual activity, and service needs, following up as necessary.
• Assist Financial Advisors in developing and implementing client financial plans and recommendations.
• Support proposal preparation, investment research, and report generation.
• Participate in client meetings, take notes, and follow through on action items.
• Actively engage with the Financial Advisory and Wealth Management Financial Planning Group.
• Work toward obtaining CFP designation and licenses within one year.

Skills

Client service

Communication

Analytical skills

Organizational skills

Finance knowledge

Education

Bachelor’s degree in Finance, Business, Economics

Tools

Microsoft Office

Financial software

LPL platforms

Job description

Lake Ridge Bank seeks a Financial Planning & Client Service Coordinator to support our Financial Advisors with client service, planning materials, and related processes. You will prepare materials for client meetings, maintain compliant files, and monitor accounts for activity.

You will gain exposure to advisory workflows and work toward CFP, SIE, Series 7/66 and Life & Health licenses within a year, positioning you for growth into an advisory role in a collaborative, client-focused team.