Wealth Associate RM: Path to Wealth Advisor

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

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.