Wealth Associate Relationship Manager: Path to Advisor

Johnson Financial Group; Racine (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Johnson Financial Group is seeking a Wealth Associate Relationship Manager in Racine, WI, to develop advisory skills through hands-on experience and mentorship. This developmental role targets paraplanners or wealth-support professionals aiming for an advisory career.

You will shadow wealth advisors, participate in client meetings, and support planning and relationship development while building a broader network across banking and trust teams.

Qualifications

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

Responsibilities

• Partner closely with Wealth Advisors and Relationship Managers to learn the business, support client relationships and prepare for long-term growth into an advisory role.
• Shadow and participate in client meetings, prospect conversations, planning discussions and relationship reviews.
• Actively participate in business development efforts, including client acquisition strategies, prospect follow-up and relationship-building with centers of influence.
• Support financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up.
• Build relationships with internal partners across banking, lending, trust, estate planning and investments to better support clients and expand your professional network.
• Assist Client Service Specialists with client service activities, client calls and service-related requests while learning the full client service process.
• Attend to special client needs, including cash requirements and reserves, tax planning and distribution analysis.
• Develop a strong understanding of JFG products, services, processes and risk management expectations while building confidence as a future Wealth Advisor.

Skills

Communication skills

Organization

Relationship-building

Wealth management knowledge

Education

Bachelor’s degree with wealth experience

Job description

Johnson Financial Group is seeking a Wealth Associate Relationship Manager in Racine, WI, to develop advisory skills through hands-on experience and mentorship. This developmental role targets paraplanners or wealth-support professionals aiming for an advisory career.

You will shadow wealth advisors, participate in client meetings, and support planning and relationship development while building a broader network across banking and trust teams.