Wealth Associate Relationship Manager

Johnson Financial Group; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Johnson Financial Group is seeking a Wealth Associate RM to support the transition into a Wealth Advisor role. This entry-level position involves engaging with clients, assisting in financial planning, and developing strong relationships with business partners. Ideal candidates will hold a Bachelor's Degree, have at least 2 years of experience with affluent clientele, and will pursue Series 65 and CFP designations. Emphasis on diversity and inclusion within the workplace.

Qualifications

• Bachelor’s Degree and minimum 2 years of experience working with affluent clientele.
• Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
• Specialized knowledge of investment management and financial planning.

Responsibilities

• Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth of products.
• Assist with regular telephone and face-to-face client reviews.
• Participate in calls with lead Relationship Manager for new business development.

Skills

Sales expertise

Networking

Negotiating

Business acumen

Client relationship management

Education

Bachelor’s Degree

Minimum 2 years experience with affluent clientele

Series 65 (IA)

Tools

MS Office products

Schwab

Fidelity

RBC

Planning software

Job description

Overview

The Wealth Associate RM is an entry level transitional role with expected development to a Wealth Advisor role. This role will function within and support servicing, planning and client meetings.

Key Responsibilities

• Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
• Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts.
• Participate and assist with regular telephone and face-to-face client reviews. Give persuasive sales presentations and tailor delivery and material to meet audience needs as directed by lead Relationship Manager.
• Frequent phone contact with clients regarding planning related issues (goals review, performance review), directed by lead Relationship Manager.
• Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.
• Attend to special client needs such as cash requirements and reserves, tax planning and distribution analysis.
• Financial Planning: review, prepare and update client-based plans, financial and estate planning primers, estate planning attorney searches.
• Clear Touch: contribute to internal client service process and maintain client contact services standards.
• Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
• Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
• Complete, timely and accurate CRM documentation of prospect/COI relationships.

Education, Knowledge, and Skills

• Bachelor’s Degree and minimum 2 years of experience working with affluent clientelee. A combination of appropriate education and experience will be considered.
• Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
• Specialized knowledge of investment management and financial planning.
• Series 65 (IA) required (will be given 6 months to achieve)
• Required to pursue Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
• Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
• Understanding and strong working knowledge of MS Office products; familiarity with Schwab, Fidelity, RBC, and planning software. Ability to effectively utilize Bank and Wealth Operating Systems.

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.