Wealth Associate Relationship Manager

Johnson Financial Group • Milwaukee, WI

1d

About The Position

Johnson Financial Group is seeking a Wealth Associate Relationship Manager to join their Wealth team. This is a developmental, transitional role designed to build advisory skills for individuals with at least two years of wealth support, paraplanning, or similar experience. The role offers hands-on exposure, mentorship, and a clear path toward an advisory career within a privately owned, Wisconsin-based financial services company that values relationships, development, and client advocacy.

Requirements

• Bachelor's degree with two or more years of experience working with affluent clientele; a combination of relevant education and experience will be considered.
• Commitment to pursuing CFP designation.
• Strong communication, organization, follow-through and relationship-building skills.
• Foundational knowledge of financial planning, investments and wealth management concepts.
• Series 65 required or ability to obtain within six months.

Responsibilities

• Partner closely with Wealth Advisors and Relationship Managers to learn the business, support client relationships and prepare for long-term growth into an advisory role.
• Shadow and participate in client meetings, prospect conversations, planning discussions and relationship reviews.
• Actively participate in business development efforts, including client acquisition strategies, prospect follow-up and relationship-building with centers of influence.
• Support financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up.
• Build relationships with internal business partners across banking, lending, trust, estate planning and investments to better support clients and expand your professional network.
• Assist Client Service Specialists with client service activities, client calls and service-related requests while learning the full client service process.
• Attend to special client needs, including cash requirements and reserves, tax planning and distribution analysis.
• Develop a strong understanding of JFG products, services, processes and risk management expectations while building confidence as a future Wealth Advisor.

What This Job Offers

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