Accounting, Administrative Skills, Alliance/Partner Management, Analysis Skills, Asset Management, Banking Services, Business Development, Commercial Banking, Communication Skills, Cross-Selling, Customer Acquisition, Customer Experience, Customer Relations, Customer Support/Service, Economics, Exceeded Sales Goal, Finance, Financial Planning, Industry/Trade Analysis, Insurance, Mergers and Acquisitions, Mortgage, Private Banking, Problem Solving Skills, Revenue Growth, Revenue Management, Sales, Sales Closing Skills, Sales Management, Sales Prospecting, Series 7, Sustainability, Team Lead/Manager, Team Player
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
- 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.
- Proactively review current book to ensure proper client segmentation and transition to appropriate resources.
- Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and commercial banking.
- Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics.
- Understand client’s financial objectives through consistent purposeful discovery process by integrating financial planning concepts and process.
- Match prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship.
- May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant.
- Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
- 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.
- Manage a team of associates to meet and exceed performance expectations; monitor and hold staff accountable for their performance and their actions.
- Create and sustain an environment which supports teamwork and mutual respect.
Required Experience
- 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.
- Minimum of 2 years experience in the financial industry in a client facing business development role.
- Financial experience must include demonstrated analytical, problem solving, strategic and tactical thinking/implementation skills
- Developed networking skills, comprehensive understanding of group dynamics and working with Centers of Influence.
- Solid understanding of finance and economic principles.
- Must be focused on industry and competitive trends and exhibit a proactive approach to product and technology needs to remain relevant to our clients.
- Series 7, 63 or 66 required or must be obtained within 6 months
- 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.