Wealth Advisor Business Development

JOHNSON BANK • Green Bay, WI • 4d ago

JOB REQUIREMENTS: Overview The Wealth Advisor is responsible for
developing new relationships, growing quality client relationships and
enhancing client satisfaction by providing sound financial guidance to
high-net-worth clients. Key Responsibilities Responsible for
coordinating a consistent client service experience and delivering
overall financial advisory guidance to sustain new business development,
client referral and retention objectives. Responsible for managing the
onboarding of new clients. Understand client\'s financial objectives
utilizing a purposeful discovery process and financial planning
approach. Responsible for accurately opening and closing of accounts
within Wealth operating systems; including tracking of incoming/outgoing
transfer of assets and cash. Responsible for special client needs such
as cash requirements and reserves, tax planning, distribution analysis,
general financial, investment, insurance and estate planning. Frequent
contact with clients designed to enhance the client relationship and
provide impeccable client service. Clearly communicate financial
solutions and effectively overcome objections. Actively manage inherent
risks by adhering to internal policies and procedures, regulatory and
statutory requirements and exercising sound judgment. Thorough
management of complex financial solutions; including: communication,
implementation, maintenance and on-going administration of the client
relationship. Complete, timely and accurate documentation of client
relationship. Job Requirements - Education, Knowledge and Skills
Bachelor\'s Degree and 5+ years experience working with clients in a
financial planning setting. A combination of appropriate education and
experience will be considered. Demonstrated expertise in sales,
networking, negotiating, business acumen and execution. Knowledge of
investment management and financial planning. Series 65/66 or IA
equivalent. Industry specific professional designations highly desired;
CFP, ChFC, CPA. Understanding and strong working knowledge of MS Office
products; ability to effectively utilize Bank and Wealth Operating
Systems. Come as you are. Our culture embraces diversity, equity, &
inclusion; one where everyone feels valued and heard. For more
information on JFG\'s culture and diversity efforts, including our
employee resource groups, please visit the Diversity section of our
career website. Equal Opportunity Employer of Minorities, Females,
Protected Veterans, and Individuals with Disabilities ***
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/72E54B2F15144879

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