Senior Financial Planner & Client Experience Lead

Lake Ridge Bank; Monona (WI); Hybrid; USD 85,000 - 125,000; Full time

Job summary

Lake Ridge Bank's Wealth Management team seeks a Senior Financial Planner & Client Service Coordinator to help clients achieve their financial goals. You will work with Financial Advisors to develop plans, analyze client information, and provide personalized recommendations that positively impact clients' futures.

The role blends paraplanning, plan development, and active client service, including opening accounts, processing transfers, and utilizing tools like eMoney, MoneyGuidePro,

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.
• Commitment to pursuing industry licenses within one year.

Responsibilities

• 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.
• Work toward obtaining SIE, Series 7, 66, and Life & Health licenses within one year.

Skills

Client relations

Financial planning

Paraplanning

Analytical thinking

Organizational skills

Communication

Education

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

Tools

MoneyGuidePro

eMoney

ClientWorks

Redtail

Job description

Lake Ridge Bank's Wealth Management team seeks a Senior Financial Planner & Client Service Coordinator to help clients achieve their financial goals. You will work with Financial Advisors to develop plans, analyze client information, and provide personalized recommendations that positively impact clients' futures.

The role blends paraplanning, plan development, and active client service, including opening accounts, processing transfers, and utilizing tools like eMoney, MoneyGuidePro,