What are the responsibilities and job description for the Financial Advisor position at Johnson Financial Group?
Overview
With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this is more than a traditional advisor opening, it’s a chance to build on an existing foundation of client relationships while partnering closely with professionals across banking, wealth, and internal support teams. The team-based approach creates meaningful referral flow, strong collaboration across lines of business, and the infrastructure needed to help advisors grow and serve clients at a high level. If you’re looking for an opportunity with built-in momentum and real long-term upside, we’d love to talk with you.
Key Responsibilities
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this is more than a traditional advisor opening, it’s a chance to build on an existing foundation of client relationships while partnering closely with professionals across banking, wealth, and internal support teams. The team-based approach creates meaningful referral flow, strong collaboration across lines of business, and the infrastructure needed to help advisors grow and serve clients at a high level. If you’re looking for an opportunity with built-in momentum and real long-term upside, we’d love to talk with you.
Key Responsibilities
- Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
- Achieve significant growth in assets under management and revenue for a profitable book of business.
- Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
- Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
- Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
- Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.
- Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect.
- Bachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education.
- Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
- Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence.
- Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively.
- Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.