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
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Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth.
- Responsible for significant growth in assets under management and revenue growth resulting in a profitable book of business.
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Proactively review current book to ensure proper client segmentation and transition to appropriate resources.
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Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and commercial banking.
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Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics.
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Understand client’s financial objectives through consistent purposeful discovery process by integrating financial planning concepts and process.
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Match prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship.
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May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant.
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Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
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Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals.
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Manage a team of associates to meet and exceed performance expectations; monitor and hold staff accountable for their performance and their actions.
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Create and sustain an environment which supports teamwork and mutual respect.
Required Experience
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Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education.
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Minimum of 2 years experience in the financial industry in a client facing business development role.
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Financial experience must include demonstrated analytical, problem solving, strategic and tactical thinking/implementation skills
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Developed networking skills, comprehensive understanding of group dynamics and working with Centers of Influence.
- Solid understanding of finance and economic principles.
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Must be focused on industry and competitive trends and exhibit a proactive approach to product and technology needs to remain relevant to our clients.
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Series 7, 63 or 66 required or must be obtained within 6 months
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All state required Insurance licenses.
Come as you are.:
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.
