Local Wealth Advisor & Client-First Partner

Johnson Financial Group; Milwaukee (WI); On-site; USD 90,000 - 150,000; Full time

Job summary

Johnson Financial Group’s Wealth Advisors are trusted partners in Milwaukee, delivering personalized financial planning, investment guidance, and wealth-management solutions to clients, families, and businesses. You’ll collaborate with banking, mortgage, and other partners to provide a high-touch, client-centered experience rooted in integrity and long-term relationships.

The ideal candidate has 5+ years in financial planning, a strong sales and relationship track record, and credentials such as

Qualifications

• Bachelor’s degree and 5+ years of experience working with clients in a financial planning setting.
• 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; CFP, ChFC, CPA, or other industry-specific professional designations are highly desired.
• A relationship-first mindset, collaborative working style, and desire to make a local impact through trusted advice and community connection.

Responsibilities

• Build and deepen client relationships through comprehensive financial guidance planning, onboarding, proactive communication, and high-touch service.
• Through intentional listening and understanding the clients story and objectives, you will provide tailored solutions for your client’s financial independence, legacy, charitable and estate planning.
• 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.
• Work with integrity. 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.

Skills

Sales experience

Networking

Negotiation

Business acumen

Client relationship development

Education

Bachelor's degree

Series 65/66 or IA equivalent

CFP / ChFC / CPA or other designations

Job description

Johnson Financial Group’s Wealth Advisors are trusted partners in Milwaukee, delivering personalized financial planning, investment guidance, and wealth-management solutions to clients, families, and businesses. You’ll collaborate with banking, mortgage, and other partners to provide a high-touch, client-centered experience rooted in integrity and long-term relationships.

The ideal candidate has 5+ years in financial planning, a strong sales and relationship track record, and credentials such as