Top 18 Johnson financial group Jobs

Financial Advisor Sales Assistant
Johnson Financial Group —Kenosha, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Financial Advisor
Johnson Financial Group —Racine, WI
- Full-time
- Mid-level
- Finance
- Business development
Financial Advisor
Johnson Financial Group —Hayward, WI
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Relationship Banker (Entry Level)
Johnson Financial Group —Milwaukee, WI
- Full-time
- Office
- High school diploma or GED
- In-person
- Profit sharing
- Tuition reimbursement
Wealth Advisor
Johnson Financial Group —Milwaukee, WI
- Full-time
- CPA
- 5 years
- Mid-level
Business Application Specialist
Johnson Financial Group —Racine, WI
- Full-time
- Research
- Mid-level
- High school diploma or GED
Corporate Treasury Analyst
Johnson Financial Group —Racine, WI
- Full-time
- CPA
- Office
- Analysis skills
Consumer Banking Operations Specialist
Johnson Financial Group —Kenosha, WI
- Full-time
- Management
- Mid-level
- Office
Private Client Specialist
Johnson Financial Group —Milwaukee, WI
- Full-time
- Customer service
- Mid-level
- Microsoft Office
13d
Admin Project Specialist - Mortgage
Johnson Financial Group —Racine, WI
- Full-time
- Microsoft Outlook
- Research
- Mid-level
6d
Branch Manager
Johnson Financial Group —Franklin, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
IT Architect
Johnson Financial Group —Wisconsin
- Full-time
- Continuous improvement
- Mentoring
- Agile
14d
Business Banking Relationship Manager (RM)
Johnson Financial Group —Janesville, WI
- Full-time
- Management
- 5 years
- Mid-level
13d
Relationship Banker (I, II, and Senior)
Johnson Financial Group —Kenosha, WI
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Profit sharing
- Tuition reimbursement
5d

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Financial Advisor Sales Assistant

Johnson Financial Group -
Kenosha, WI

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Job Details

Full-time

Qualifications

Microsoft Excel
Microsoft Outlook
High school diploma or GED
Financial product expertise
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Overview:

Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts.

Key Responsibilities:

Understanding of and ability to articulate full scope of JFG products and services.
Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor.
Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems.
Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through.
Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently.
Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting.
Support Advisor in marketing of his/her business including but not limited to; materials, events and communications.
Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems.
Manage and enter data through use of Financial Planning operating systems.
Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.

Job Requirements:

HS diploma required, Bachelor’s degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree.
Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire.
Life and health licenses desired.
Strong internal and external communication skills, established ability to develop relationships with key business partners.
Expert customer service and time management skills required.
Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.

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

johnson financial group jobs

Financial Advisor Sales Assistant

Financial Advisor

Financial Advisor

Relationship Banker (Entry Level)

Wealth Advisor

Business Application Specialist

Corporate Treasury Analyst

Consumer Banking Operations Specialist

Private Client Specialist

Admin Project Specialist - Mortgage

Branch Manager

IT Architect

Business Banking Relationship Manager (RM)

Relationship Banker (I, II, and Senior)

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