Benefits:

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Client Service Coordinator – Career Path to Paraplanner

Fortress Financial Group – Ameriprise Financial Practice | Green Bay, WI

Love helping people and interested in growing into a financial planning role? Join our FUN, client‑focused team! Start in client service with a career path toward constructing financial plans and investment research support.

What You’ll Do (Phase I)

Schedule/confirm client meetings & manage advisor calendars

Prepare meeting materials and organize client data

Answer calls, handle mail/scanning, and support daily operations

Assist with client events and follow-up

Growth Path (Phase II & III)

Hands-on training with planning software & data gathering

Exposure to investment analysis, portfolio prep, and planning concepts

This position will eventually transition into a financial planning specialist role and investment research analyst

What We’re Looking For

Friendly, professional communicator

Organized, detail-oriented multitasker

Strong problem-solving and technical skills with an emphasis on accuracy

Proficient in Microsoft Office; CRM experience a plus

Interested in a long-term career in the financial planning industry

Apply Today

Send your résumé and a brief note on why you're excited about starting in client service and growing into financial planning.

Taglines: Assistant Financial Advisor, Financial Planning Analyst, Investment Research, Business Administrative Assistant