Wealth RPS Advisor

Johnson Financial Group • Milwaukee, WI

33d

About The Position

As a Retirement Plan Services Advisor, you will be responsible for developing new qualified and non-qualified retirement plan relationships, focusing on both acquiring new clients and delivering outstanding service to existing accounts. Your expertise will help business owners implement, administer, and optimize qualified employee retirement plans that support their workforce and their business goals.

Requirements

• Bachelor's degree and at least 4 years of experience working with business and organization leaders and/or affluent clientele (or equivalent combination of education and experience).
• Series 65 license required, or ability to obtain within 90 days of hire.
• Proven expertise in sales, networking, negotiation, business development, and execution.
• Strong knowledge of investment management, financial planning, and retirement plan services.

Nice To Haves

• Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable.
• Familiarity with Lending/Banking, Qualified Plans, and Business Succession is a plus.

Responsibilities

• Develop and implement a personal business plan focused on acquiring new clients, generating referrals, and retaining existing relationships. In addition to community involvement, there is a strong focus on internal partnerships and referrals.
• Engage business owners through consultative financial planning to understand and address their objectives.
• Advise plan sponsors on conversions, design, amendments, and administration of employee retirement plans.
• Interpret plan documents, respond to sponsor and employee inquiries, and conduct educational meetings.
• Act as the primary liaison, building strong relationships with clients, investment managers, and recordkeeping teams.
• Coordinate client interactions to ensure seamless transactions and clear communication of complex financial solutions.
• Assemble internal specialist teams to deliver holistic solutions and match client needs in brokerage, mortgage, and commercial banking services.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities