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Financial Planning & Client Relations Specialist

Job in Monona, Dane County, Wisconsin, USA
Listing for: State Bank of Cross Plains
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
A financial services institution is seeking a Financial Planning & Client Service Coordinator to support Financial Advisors and deliver exceptional client service. The role includes preparing client materials, managing compliance, and actively engaging in financial planning processes. Candidates should have a relevant Bachelor's degree, strong analytical and communication skills, and a commitment to pursuing industry licenses. This position offers growth potential in the financial advisory field.
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