What are the responsibilities and job description for the Financial Advisor position at Johnson Financial Group?
Overview
The Financial Advisor plays a vital role in driving growth by developing new business opportunities across securities, mutual funds, annuities, and other licensed products. In addition to cultivating new relationships, this position expertly manages and strengthens existing client portfolios within the local markets. Through proactive outreach and engagement, this role seeks to uncover and pursue potential business prospects, while skillfully cross-selling a comprehensive suite of bank and company products to meet clients’ diverse financial needs.
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.
The Financial Advisor plays a vital role in driving growth by developing new business opportunities across securities, mutual funds, annuities, and other licensed products. In addition to cultivating new relationships, this position expertly manages and strengthens existing client portfolios within the local markets. Through proactive outreach and engagement, this role seeks to uncover and pursue potential business prospects, while skillfully cross-selling a comprehensive suite of bank and company products to meet clients’ diverse financial needs.
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.