Wealth Associate Relationship Manager: Path to Advisor

Johnson Financial Group; Kenosha (WI); On-site; USD 65,000 - 100,000; Full time

Job summary

Johnson Financial Group seeks a Wealth Associate Relationship Manager to join its Wealth team in a developmental, transitional role designed to build advisory skills.

In this role you will partner with Wealth Advisors, shadow meetings, participate in development activities and support planning and relationship-building with clients. A CFP path and Series 65 readiness are emphasized as career catalysts.

Qualifications

• Bachelor's degree with two+ years of experience working with affluent clientele.
• Commitment to pursuing CFP designation.
• Strong communication, organization and relationship-building skills.
• Foundational knowledge of financial planning and wealth management concepts.
• Series 65 required or ability to obtain within six months.

Responsibilities

• Partner with Wealth Advisors to learn the business and support client relationships.
• Shadow client meetings, prospect conversations, planning discussions and reviews.
• Participate in business development and relationship-building with centers of influence.
• Support financial planning work, updating client plans and planning primers.
• Build relationships with internal partners across banking, lending, trust and investments.
• Assist Client Service Specialists with client calls and service-related requests.

Skills

Relationship-building

Communication

Organizational skills

Financial knowledge

Education

Bachelor's degree

Job description

Johnson Financial Group seeks a Wealth Associate Relationship Manager to join its Wealth team in a developmental, transitional role designed to build advisory skills.

In this role you will partner with Wealth Advisors, shadow meetings, participate in development activities and support planning and relationship-building with clients. A CFP path and Series 65 readiness are emphasized as career catalysts.