Wealth Advisor

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

Overview

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.

Why You’ll Love This Opportunity

• Ultra-local impact: Build deep relationships with clients and centers of influence in the communities you know and serve.
• Strong reputation: Represent Wisconsin’s largest privately held financial institution with a relationship first approach.
• Collaborative team environment: Work closely with Wealth, Banking, Mortgage, and other partners to bring comprehensive solutions to clients.
• Business partner relationships: Leverage strong internal referral networks and trusted partnerships across the organization.
• Client-centered advising: Provide customized solutions for high-net-worth clients based on their unique financial story through planning, investment, insurance, estate, tax, and wealth management needs.

What You’ll Do

• 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.
• Commitment to providing
• 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.

How You’ll Grow Relationships

• 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.

Collaboration, Referrals and Team Partnership

• 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.

What We’re Looking For

• 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; 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.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.