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Johnson Financial Group · 7 hours ago

Wealth RPS Advisor

Racine, WI

Full-time

Onsite

Mid, Senior Level

4+ years exp

Johnson Financial Group is seeking a Retirement Plan Services Advisor who will play a key role in driving new business development with business owners. The advisor will be responsible for developing new retirement plan relationships and providing outstanding service to existing accounts, ensuring that business owners can implement and optimize their employee retirement plans.

Financial ServicesInsuranceLocal Business

Work & Life Balance

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

Series 65 licenseSales expertiseBusiness developmentInvestment managementFinancial planningRetirement plan servicesNetworkingClient relationship managementIndustry certificationsLending/Banking familiarityQualified Plans knowledgeBusiness Succession familiarityNegotiation

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