Local Wealth Advisor — Grow AUM & Lead Team

Johnson Financial Group; Hayward (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Diversity and inclusion initiatives

Supportive team environment

Job summary

Johnson Financial Group in Hayward, Wisconsin is seeking a Financial Advisor to grow and manage client relationships locally. You will focus on securities, mutual funds, annuities, and more while developing new business and deepening existing connections through cross-selling.

This role offers a unique opportunity to succeed an experienced advisor, ensuring continuity and success over the next two years. Join a team that values diversity and fosters a supportive, community-driven culture.

Qualifications

• Minimum of 2 years' client-facing financial industry experience in business development.
• Solid understanding of finance and economics.
• Series 7, 63 or 66 required.

Responsibilities

• Develop and implement a personal business plan for client acquisition.
• Achieve growth in assets under management and revenue.
• Collaborate with associates and business partners.

Skills

Analytical skills

Client relationship management

Business development

Financial planning knowledge

Networking abilities

Education

Bachelor's degree in finance, accounting, economics, or business management

Tools

Financial planning software

CRM software

Job description

Johnson Financial Group in Hayward, Wisconsin is seeking a Financial Advisor to grow and manage client relationships locally. You will focus on securities, mutual funds, annuities, and more while developing new business and deepening existing connections through cross-selling.

This role offers a unique opportunity to succeed an experienced advisor, ensuring continuity and success over the next two years. Join a team that values diversity and fosters a supportive, community-driven culture.