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Johnson Financial Group · 6 hours ago

Financial Consultant

Kenosha, WI

Full-time

Onsite

Entry Level

1+ years exp

Johnson Financial Group is seeking a Financial Consultant who will be responsible for developing new business in investment advisory and brokerage products. The role involves working closely with the Lead Financial Advisor to acquire clients, manage existing relationships, and provide tailored financial solutions.

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; consistent portfolio growth and servicing objectives

Responsible for partnering with Lead Financial Advisor to develop and implement sales techniques resulting in 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

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

Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and consumer banking. Matching prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship

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

Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship

Complete, timely and accurate documentation of client relationship information

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

Basic knowledge of financial planning concepts and process

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

Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts

Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations

Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business

Meets or exceeds client retention goals

Perform proactive customer needs assessments on a regular basis

Give persuasive sales presentations and tailors delivery and material to meet audience needs

Applies sound judgment, innovation and appropriate creativity in management of client relationships

Responsible for a variety of full-service financial transactions; decisions require thorough analysis, document interpretation, specialized solutions, discretion and risk management

Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship

Participate in an active and meaningful role in a community or industry organization

Qualification

Financial markets knowledgeSales techniquesClient relationship managementSeries 7/66 licensesCertified Financial PlannerMS Office proficiencyCustomer service skillsCommunication skillsTime management skills