Johnson Financial Group · 2 months ago
Wealth RPS Advisor
Multiple
Full-time
Onsite
Mid Level
4+ years expJohnson Financial Group is seeking a Retirement Plan Services Advisor to enhance employee benefits for businesses. This role involves developing new retirement plan relationships and providing exceptional service to existing accounts, ensuring business owners can implement and optimize employee retirement plans.
Financial ServicesInsuranceLocal Business
Responsibilities
Develop and implement a personal business plan focused on acquiring new clients, generating referrals, and retaining existing relationships. In addition to community involvement, there is a strong focus on internal partnerships and referrals
Engage business owners through consultative financial planning to understand and address their objectives
Advise plan sponsors on conversions, design, amendments, and administration of employee retirement plans
Interpret plan documents, respond to sponsor and employee inquiries, and conduct educational meetings
Act as the primary liaison, building strong relationships with clients, investment managers, and recordkeeping teams
Coordinate client interactions to ensure seamless transactions and clear communication of complex financial solutions
Assemble internal specialist teams to deliver holistic solutions and match client needs in brokerage, mortgage, and commercial banking services
Qualification
Required
Bachelor's degree and at least 4 years of experience working with business and organization leaders and/or affluent clientele (or equivalent combination of education and experience)
Series 65 license required, or ability to obtain within 90 days of hire
Proven expertise in sales, networking, negotiation, business development, and execution
Strong knowledge of investment management, financial planning, and retirement plan services
Preferred
Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable
Familiarity with Lending/Banking, Qualified Plans, and Business Succession is a plus
Company
Johnson Financial Group
Johnson Financial Group is a provider of banking, wealth, and insurance products and services in Wisconsin and Arizona.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dominic Ceci
Chief Investment Officer
Jeff Pierce
EVP, President of Wealth
Recent News
BizTimes Milwaukee
2025-09-12
2025-09-02
Company data provided by crunchbase