Schulfer & Associates, LLC Wealth Management is a growing boutique firm with an exciting opportunity for a Client Experience & Marketing Coordinator. This full-time, in-person role is perfect for a mature, professional, caring, and creative individual who thrives in a warm, client-focused environment.
What You’ll Do
- Deliver White Glove Service to our clients
- Schedule strategy meetings and warmly greet clients in our office
- Manage phone and email communications with professionalism and genuine care
- Plan and coordinate client events
- Keep our website and social media current and engaging
- Facilitate video recordings of advisors and staff for marketing purposes
- And More
About Us
Join our close-knit team of seven: three experienced Wealth Management Advisors and four dedicated administrative staff. We pride ourselves on our exceptional team culture—supportive, collaborative, and rewarding.
Our boutique office is located in one of Central Wisconsin’s most beautiful settings: an historic 1915 home transformed into a welcoming professional space.
Perks & Benefits
- Competitive pay, commensurate with experience
- Health plan included
- Generous paid time off
- Bonus plan after one year, with enhancements at 5, 7, and 10 years
- Weekly in-office chair massages
- Team reward lunches
- Early weekends: Fridays end at noon!
The Ideal Candidate
- Friendly, energetic, positive, and dependable
- Well-organized and eager to learn new skills
- Confident in professional client interactions
- Excellent interpersonal and phone communication skills
- Detail-oriented, able to multi-task, and work independently
- Tech-savvy and ready to demonstrate proficiency during the interview
Why Join Us?
At Schulfer & Associates, you’ll be part of a fun-loving, high-end boutique firm where your contributions are valued and rewarded. As our firm grows, you’ll have opportunities to advance in both compensation and responsibilities, tailored to your talents and interests.
Apply Today
If you’re excited to join a prestigious firm where your effectiveness directly impacts your rewards, send your resume, cover letter, and salary requirements to:
Gene Schulfer – GSchulfer@lpl.com
Hours: Monday–Thursday, 8:00 a.m.–5:30 p.m. | Friday, 8:00 a.m.–12:00 p.m.
Visit us at www.schulferandassociates.com for more information
Job Type: Full-time
Expected hours: 40 per week
Benefits:
- 401(k) matching
- Flexible schedule
- Health savings account
- Paid time off
Location:
- Stevens Point, WI 54481 (Preferred)
Ability to Commute:
- Stevens Point, WI 54481 (Required)
Work Location: In person
