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Johnson Financial Group · 7 hours ago

Wealth Advisor/Relationship Manager

Madison, WI

Full-time

Onsite

Senior Level

5+ years exp

Johnson Financial Group is Wisconsin's largest privately held, family-owned financial services institution, seeking a Wealth Advisor to join their Madison Wealth Team. The role involves managing a book of business, providing comprehensive financial solutions, and fostering strong client relationships to ensure the best outcomes for clients' financial futures.

Financial ServicesInsuranceLocal Business

Work & Life Balance

Responsibilities

Manage a book of business with consistent and caring client service, delivering thoughtful financial advisory guidance to foster new business development, client referrals, and strong retention. Maintain frequent contact with clients to strengthen relationships and provide the highest level of service

Take the time to understand clients' financial goals and dreams through meaningful conversations and a comprehensive financial planning approach. Offer tailored solutions that exceed client expectations and deepen client relationships

Address special client needs with empathy and expertise, including cash requirements and reserves, tax planning, distribution analysis, and general financial, investment, insurance, and estate planning. This includes managing complex financial solutions with thoroughness and care, ensuring effective communication, implementation, maintenance, and ongoing administration of client relationships

Execute our sales process through successful prospecting, planning, and acquiring new business opportunities, making every interaction meaningful

Develop and maintain strong relationships with business partners to expand customer relationships across all lines of business. Actively engage with target segments, prospects, and centers of influence to lead new business development and client acquisition efforts, with a focus on creating lasting partnerships

Carefully and accurately open and close accounts within Wealth operating systems, including tracking of incoming and outgoing transfers of assets and cash. Welcome and manage the onboarding process for new clients, ensuring a smooth and positive experience

Actively manage inherent risks with integrity by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment

Qualification

Financial PlanningClient Relationship ManagementSeries 65/66IA equivalentCFP CertificationBachelor’s DegreeMBATrust Experience

Required

Bachelor's Degree and 5+ years' experience working with clients in a financial planning setting (trust experience a plus!). A combination of appropriate education and experience will be considered

Series 65/66 or IA equivalent along with a CFP highly desired. If you are not licensed, you must become licensed within 90 days of your start date