Johnson Financial Group · 1 day ago
Financial Advisor Sales Assistant
Janesville, WI
Full-time
Onsite
Entry Level
1+ years expJohnson Financial Group is a company dedicated to providing comprehensive financial services, and they are seeking a Financial Advisor Sales Assistant to support their Financial Advisors. The role involves administrative sales support, managing client accounts, and ensuring compliance with financial policies and procedures.
Financial ServicesInsuranceLocal Business
Responsibilities
Understanding of and ability to articulate full scope of JFG products and services
Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor
Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems
Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through
Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently
Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting
Support Advisor in marketing of his/her business including but not limited to; materials, events and communications
Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems
Manage and enter data through use of Financial Planning operating systems
Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer
Qualification
Required
HS diploma required
Minimum 1 year working knowledge of financial markets
Strong internal and external communication skills
Established ability to develop relationships with key business partners
Expert customer service and time management skills required
Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook
Preferred
Bachelor's degree preferred
Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire
Life and health licenses desired
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