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Johnson Financial Group · 1 day ago

Financial Advisor

Kohler, WI

Full-time

Onsite

Entry, Mid Level

2+ years exp

Johnson Financial Group is seeking a Financial Advisor responsible for developing new business in the securities and licensed product area while managing existing business in local markets. The role involves client acquisition, cross-selling bank products, and delivering a distinctive client experience to achieve growth in assets under management and revenue.

Financial ServicesInsuranceLocal Business

Work & Life Balance

Responsibilities

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth

Responsible for significant growth in assets under management and revenue growth resulting in a profitable book of business

Proactively review current book to ensure proper client segmentation and transition to appropriate resources

Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and commercial banking

Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics

Understand client’s financial objectives through consistent purposeful discovery process by integrating financial planning concepts and process

Match prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship

May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant

Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business

Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals

Manage a team of associates to meet and exceed performance expectations; monitor and hold staff accountable for their performance and their actions

Create and sustain an environment which supports teamwork and mutual respect

Qualification

Financial planningBusiness developmentClient relationship managementAnalytical skillsNetworking skillsFinance principlesSales skillsTactical implementationEconomic principlesProactive approachCross-sellingClient segmentationTeam managementProblem solvingStrategic thinkingCommunication skills

Required

Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education

Minimum of 2 years experience in the financial industry in a client facing business development role

Financial experience must include demonstrated analytical, problem solving, strategic and tactical thinking/implementation skills

Developed networking skills, comprehensive understanding of group dynamics and working with Centers of Influence

Solid understanding of finance and economic principles

Must be focused on industry and competitive trends and exhibit a proactive approach to product and technology needs to remain relevant to our clients

Series 7, 63 or 66 required or must be obtained within 6 months

All state required Insurance licenses