Wealth Advisor

Johnson Financial Group•Milwaukee, WI

11d

About The Position

At Johnson Financial Group, our Wealth Advisors are more than financial professionals - they are trusted local partners who help clients, families, and businesses make confident decisions for the future. If you are relationship-driven, community-minded, and energized by working alongside collaborative teams and strong business partners, this is an opportunity to grow your career with a well-respected, Wisconsin-based organization known for doing what is right for clients. This role is ideal for an advisor who values being ultra-local - someone who wants to build meaningful relationships in the communities we serve, partner closely across banking, wealth, mortgage, and other lines of business, and deliver a client experience that reflects Johnson Financial Group’s strong reputation for integrity, service, and long-term relationships.

Requirements

Bachelor’s degree and 5+ years of experience working with clients in a financial planning setting; a combination of appropriate education and experience will be considered.
Demonstrated expertise in sales, networking, negotiation, business acumen, and execution.
Strong knowledge of investment management, financial planning, and client relationship development.
Series 65/66 or IA equivalent required.
A relationship-first mindset, collaborative working style, and desire to make a local impact through trusted advice and community connection.

Nice To Haves

CFP, ChFC, CPA, or other industry-specific professional designations are highly desired.

Responsibilities

Build and deepen client relationships through comprehensive financial guidance planning, onboarding, proactive communication, and high-touch service.
Provide tailored solutions for your client’s financial independence, legacy, charitable and estate planning through intentional listening and understanding the clients story and objectives.
Provide comprehensive solutions on investment management, tax and estate planning, exclusive cash management and financing options allowing clients to make informed decisions.
Partner with internal teams to open, close, and maintain accounts, including asset and cash transfers.
Coordinate complex financial solutions while maintaining accurate documentation and client records.
Manage risk by following policies, regulatory requirements, and sound judgment.
Drive relationship development through prospecting, planning, client acquisition, and long-term growth.
Call on prospects, target segments, centers of influence, and referral sources to generate new business.
Use JFG solutions, needs assessments, and tailored recommendations to connect clients with the right partners and opportunities.
Strengthen client retention through trusted advice, exceptional service, sound judgment, and creative solutions.
Support full-service financial transactions and represent JFG through meaningful community and industry involvement.
Understand JFG solutions and identify opportunities to connect clients with the right partners.
Build strong internal relationships across lines of business to support referrals and a connected client experience.
Meet or exceed referral goals through trusted partnerships and proactive follow-through.