Financial Advisor

Johnson Financial Group • Racine, WI

41d

About The Position

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.

Requirements

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior