Johnson Financial Group Jobs

Johnson Financial Group

SPOONER, WI | 450 followers

Johnson Financial Group Overview

WEBSITE johnsonfinancialgroup.com
HEADQUARTERS SPOONER, WI
SIZE 200 - 500
FOUNDED 1970
CEO JAMIE MORALES
REVENUE $50M - $200M
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About Johnson Financial Group

The Johnson Financial Group family is proud to offer a comprehensive suite of banking, wealth and insurance services. Johnson Financial Group provides: full line of banking services including wealth, mortgage, leasing, consumer and commercial banking through over 30 locations in Wisconsin and Minnesota. management services for individuals, families and commercial pilots, and institutional advisory services for public and private foundations and endowments. insurance services through a leading national, independent insurance agency, including a wide array of employee benefit, commercial and ...personal insurance solutions. Values We believe in acting with ethics and integrity in all we do. We believe in the importance of customers, and hold ourselves accountable for our interactions. We believe in the dignity of all people and the strength of teams. We believe in the importance of family and community. Social Responsibility Embedded in our culture is a genuine sense of mission to make our communities better because we're there. This philosophy is anchored in the philanthropic spirit of the Johnson family and demonstrated in the way we operate and the individual actions of our associates. Employees We employ more than 1,000 talented associates. Our organization has unusually low turnover, extraordinarily high employee engagement and rigorous hiring standards. Ownership Johnson Financial Group, SC Johnson and Johnson Outdoors, are Johnson family business enterprises headquartered in Racine, Wisconsin. They are separate, independent companies headed by a member of the fifth generation of the Samuel C. Johnson family. They share the same core-set of values, and are leaders in their respective markets. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family including Helen Johnson-Leipold, who serves as Chairman of Board. More
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Wealth Paraplanner at Johnson Financial Group

Milwaukee, WI | Full Time
$105k-129k (estimate)
1 Month Ago
Overview. The Wealth Paraplanner is responsible for managing the overall financial planning process supporting multiple regions and business lines. KEY RESPONSIBILITIES. Responsible for facilitating the financial planning process with prospective and current clients. Responsible for gathering, validating, and analyzing all quantitative detailed information required to create or update financial plans using planning analysis software. Prepare prel...

Wealth Fiduciary Assistant - Family Office at Johnson Financial Group

Racine, WI | Full Time
$61k-87k (estimate)
1 Month Ago
Overview. The Wealth Fiduciary Assistant - Family Office's primary responsibility is to provide comprehensive support for certain complex ultra-high net worth family relationships. This role will be responsible for delivering a high degree of business professionalism that will enhance the client experience. Key Responsibilities. Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Adminis...

Wealth Investment Trading Specialist at Johnson Financial Group

Milwaukee, WI | Full Time
$82k-114k (estimate)
2 Months Ago
Overview. The primary responsibility of the Wealth Investment Trading Specialist is to support all trading functions in Wealth across multiple platforms and custodians. This role rebalances portfolios to established models and monitors and approves the trading activities of others. You also ensure prompt resolution of trading issues. Additional responsibilities may include application upgrades, management reporting projects, and other Wealth Trad...

CIS/Deposit Operations Specialist at Johnson Financial Group

Racine, WI | Full Time
$46k-60k (estimate)
2 Months Ago
Overview. Originates, monitors and maintains deposit accounts and customer records (CIS) to ensure accuracy and compliance with bank policy and federal regulatory standards. Conducts troubleshooting of complex issues as pertain to Deposit Operations specific functions and provides clarification of policy and procedure. Administers required annual reporting to the IRS. Processes legal requests including levies, garnishments, summons and subpoenas....

Relationship Banker (I, II, and Senior) at Johnson Financial Group

Mequon, WI | Full Time
$91k-123k (estimate)
2 Months Ago
Overview. Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. As Wisconsin’s largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As the face of the bank, the Senior Relationship Banker’s primary goal is providing a highly personalized le...

Private Banking Relationship Manager at Johnson Financial Group

Waukesha, WI | Full Time
$89k-119k (estimate)
2 Months Ago
Overview. The Private Banking Relationship Manager (PBRM) is responsible for proactive business development while managing an existing portfolio of private banking clients. Position is accountable for significant loan, deposit and revenue growth and the management of complex financial solutions and transactions. The PBRM will act as the lead relationship manager and responsible party for delivery of all JFG products and services thru a collaborat...

Financial Advisors Operations Assistant at Johnson Financial Group

Madison, WI | Full Time
$68k-93k (estimate)
2 Months Ago
Overview. New grads welcome to apply. The Financial Advisors Operations Assistant provides support for training, compliance, operations and marketing to JFG Financial Advisors, Financial Advisor Assistants, Operations and Program Manager. Additionally, acts as the primary internal backup for the Operations Manager. KEY RESPONSIBILITIES. Works with JFG Marketing to facilitate requests for all materials including but not limited to. brochures, mark...

Private Banking Relationship Manager at Johnson Financial Group

Waukesha, WI | Full Time
$89k-119k (estimate)
2 Months Ago
Overview. The Private Banking Relationship Manager (PBRM) is responsible for proactive business development while managing an existing portfolio of private banking clients. Position is accountable for significant loan, deposit and revenue growth and the management of complex financial solutions and transactions. The PBRM will act as the lead relationship manager and responsible party for delivery of all JFG products and services thru a collaborat...

Financial Advisors Operations Assistant at Johnson Financial Group

Madison, WI | Full Time
$68k-93k (estimate)
2 Months Ago
Overview. New grads welcome to apply. The Financial Advisors Operations Assistant provides support for training, compliance, operations and marketing to JFG Financial Advisors, Financial Advisor Assistants, Operations and Program Manager. Additionally, acts as the primary internal backup for the Operations Manager. KEY RESPONSIBILITIES. Works with JFG Marketing to facilitate requests for all materials including but not limited to. brochures, mark...

Branch Manager at Johnson Financial Group

Mequon, WI | Full Time
$80k-104k (estimate)
3 Months Ago
Overview. Johnson Financial Group (JFG) has an exciting opportunity available as a Branch Manager. As Wisconsin’s largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As a key leader and highly visible role within the organization, the Branch Manager is responsible for building and leading a high-perfor...

Relationship Banker at Johnson Financial Group

Racine, WI | Full Time
$74k-106k (estimate)
5 Months Ago
Overview. Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a great entry point into branch banking which will give you a strong foundation of banking fundamentals. JFG offers a lot of opportunity through our training and development program to help pave your way to continued professional growth and success. Get started with JFG by building meaningful r...

Financial Advisor at Johnson Financial Group

Whitefish, WI | Full Time
$63k-90k (estimate)
6 Months Ago
Overview. The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities. Development and execution of an individual business pl...
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