What are the responsibilities and job description for the Financial Advisor position at Johnson Financial Group?
Overview:
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role actively develops new business by identifying opportunities with clients and prospects, while also deepening existing relationships through thoughtful cross-selling of bank and company products and services.
Key Responsibilities
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 licensed 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. It also offers a unique opportunity to succeed an advisor with 30 years of experience. The retiring advisor being available over the next two years to support warm hand-offs, client continuity, and long-term success for the next advisor.
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role actively develops new business by identifying opportunities with clients and prospects, while also deepening existing relationships through thoughtful cross-selling of bank and company products and services.
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.
Required Experience
- 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.
Benefits:
Employee Discounts, Maternity & Paternity Leave, Health Insurance