Financial Advisor

JOHNSON BANK • Mequon, WI • 5h ago

JOB REQUIREMENTS: Overview The Financial Advisor is responsible for
development of new business in the securities, mutual fund, annuities,
and licensed product area. The Financial Advisor is also responsible for
management of existing business in the local markets. Actively solicits
clients and prospects for business opportunities including cross selling
of all bank and company products. Key Responsibilities Development and
execution of an individual business plan to achieve new client
acquisition, business line referrals and product/business line
penetration inside portfolios; achievement of retention objectives; and
consistent portfolio growth. Responsible for significant growth in
assets under management and revenue growth resulting in a profitable
book of business. Proactively review current book to ensure proper
client segmentation and transition to appropriate resources. Deliver a
distinctive client experience that leverages our unique value
proposition through the referral of wealth, mortgage, insurance, private
banking and commercial banking. Ability to articulate and conversant in
all aspects of our business offerings as well as financial industry
topics/trends and financial planning topics. Understand client\'s
financial objectives through consistent purposeful discovery process by
integrating financial planning concepts and process. Match prospect
needs with JFG Business Partners to provide solutions resulting in
closed new business and expanding depth of relationship. May manage FA
Sales Assistant, Registered Assistant and/or Administrative Assistant.
Execution of our comprehensive sales process which includes successful
prospecting, planning and gaining new business. Knowledge of full
portfolio of JFG products and services; actively cross-sells full
breadth and depth of products. Responsible for meeting or exceeding
sales, cross-sales and referral goals. Manage a team of associates to
meet and exceed performance expectations; monitor and hold staff
accountable for their performance and their actions. Create and sustain
an environment which supports teamwork and mutual respect. Required
Experience Bachelors or advanced degree in finance, accounting,
economics, business management or relevant area of study preferred, work
experience may be considered in lieu of education. Minimum of 2 years
experience in the financial industry in a client facing business
development role. Financial experience must include demonstrated
analytical, problem solving, strategic and tactical
thinking/implementation skills Developed networking skills,
comprehensive understanding of group dynamics and working with Centers
of Influence. Solid understanding of finance and economic principles.
Must be focused on industry and competitive trends and exhibit a
proactive approach to product and technology needs... For full info
follow application link. Equal Opportunity Employer of Minorities,
Females, Protected Veterans, and Individuals with Disabilities
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/9D89F19831E74468

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