Wealth Services Coordinator
Job Category: General
Requisition Number: WEALT001281
Posted: May 5, 2026
Full-Time
Benton, KY 42025, USA

The purpose of this role is to support the growth and effectiveness of the CFSB Investments by coordinating marketing efforts, strengthening client and internal relationships, and providing operational support to Financial Advisors.

-Coordinate and execute marketing initiatives to promote CFSB Investments
-Manage and maintain the department’s social media presence, including content planning and posting
-Assist in developing marketing materials, including brochures, presentations, and digital content
-Ensure all marketing and advertising efforts comply with applicable regulations
-Coordinate branding, signage, and promotional materials for events and campaigns
-Track and report on the effectiveness of marketing activities and campaigns
-Plan and coordinate client events, seminars, and educational workshops
-Manage event logistics including budgeting, vendor coordination, invitations, and follow-up
-Represent the department at community events and networking opportunities
-Conduct internal referral training across all markets
-Build and maintain strong relationships with all front-line team members to generate referrals
-Ensure proper documentation and record-keeping for client interactions and marketing activities
-Provide administrative support to financial advisors, including scheduling, correspondence, and document preparation
-Answer incoming calls and respond to client inquiries in a professional and timely manner
-Maintain organized client files and records in accordance with compliance standards
-Complete all tasks and trainings before deadlines
-Learn and comply with all established CFSB/LPL policies, procedures, and standards
-Perform other duties as requested by the Team Leader

PM22