Top 35 Financial advisor Jobs in Hayward, Wi

Financial Advisor
Johnson Financial Group —Hayward, WI
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Suitability Principal
MassMutual —United States
- $69,000 - $90,500 a year
- Hybrid work
- Customer service
- Office
- Finance
5h
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
5d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Upper Midwest)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Suitability Principal
MassMutual —United States
Assist in the processing of daily transactions by reviewing and approving for accuracy, alignment with client instructions and internal policies while…
$69,000 - $90,500 a year
5h
Suitability Principal - VUL & Group Plans
MassMutual —United States
Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and…
$69,000 - $90,500 a year
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Financial Advisor

Johnson Financial Group -
Hayward, WI

Apply Now

Job Details

Full-time

Qualifications

Business development management
Customer relationship building
Industry trends
Business development within finance
Experience practicing in the securities industry

Full Job Description

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 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.

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.

Apply Now

Refine Your Search

financial advisor jobs in hayward, wi

Financial Advisor

Suitability Principal

Wealth Solutions Investment Advisor

Empower Financial Planner

Regional Vice President of Sales (Southeast)

Regional Vice President of Sales (Central Gulf)

Regional Vice President of Sales (Upper Midwest)

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