Wealth Associate: Relationship Manager in Training

Johnson Financial Group; Milwaukee (WI); On-site; USD 52,000 - 78,000; Full time

Job summary

Johnson Financial Group in Milwaukee, WI, seeks a Wealth Associate Relationship Manager in a developmental, transitional role designed to build advisory skills. This position targets paraplanners, wealth assistants or client service professionals ready to advance toward a Wealth Advisor career.

Join a privately owned Wisconsin company with a culture that values relationships and development, offering hands-on exposure, mentorship, and a clear path toward an advisory career while building

Qualifications

• Bachelor’s degree with two or more years of wealth support, paraplanning or similar experience.
• Commitment to pursuing CFP designation.
• Series 65 required or ability to obtain within six months.
• Foundational knowledge of financial planning, investments and wealth management concepts.

Responsibilities

• Partner with Wealth Advisors and Relationship Managers to learn the business and support client relationships.
• Shadow client meetings, prospect conversations, planning discussions and relationship reviews.
• Participate in business development, prospect follow-up and relationship-building with centers of influence.
• Support financial planning work, including reviewing and updating client-based plans and estate planning primers.
• Build relationships with internal partners across banking, lending, trust, estate planning and investments.
• Assist Client Service Specialists with client service activities and inquiries.
• Attend to special client needs including tax planning and distribution analysis.
• Develop understanding of JFG products, processes and risk management expectations.

Skills

Relationship-building

Communication

Organization

Follow-through

Education

Bachelor's degree

Job description

Johnson Financial Group in Milwaukee, WI, seeks a Wealth Associate Relationship Manager in a developmental, transitional role designed to build advisory skills. This position targets paraplanners, wealth assistants or client service professionals ready to advance toward a Wealth Advisor career.

Join a privately owned Wisconsin company with a culture that values relationships and development, offering hands-on exposure, mentorship, and a clear path toward an advisory career while building