Financial Advisor

JOHNSON BANK • Racine, WI • 4h ago

JOB REQUIREMENTS: Overview The Financial Advisor plays a vital role in
driving growth by developing new business opportunities across
securities, mutual funds, annuities, and other licensed products. In
addition to cultivating new relationships, this position expertly
manages and strengthens existing client portfolios within the local
markets. Through proactive outreach and engagement, this role seeks to
uncover and pursue potential business prospects, while skillfully
cross-selling a comprehensive suite of bank and company products to meet
clients\' diverse financial needs. Key Responsibilities Develop and
implement a personal business plan to drive new client acquisition,
referrals, portfolio penetration, and retention, resulting in consistent
portfolio growth. Achieve significant growth in assets under management
and revenue for a profitable book of business. Proactively review client
portfolios to ensure proper segmentation and transition to appropriate
resources. Deliver a distinctive client experience by leveraging our
value proposition and referring clients to wealth, mortgage, insurance,
private banking, and commercial banking services. Demonstrate strong
knowledge of all business offerings, financial industry topics, and
financial planning concepts to address client objectives through a
purposeful discovery process. Collaborate with JFG Business Partners to
match prospect needs with suitable solutions, resulting in new business
and deeper relationships. Lead a team of associates, setting and
exceeding performance goals while fostering teamwork and mutual respect.
Required Experience Bachelor\'s or advanced degree in finance,
accounting, economics, business management, or a related field preferred
with a minimum of 2 years\' client-facing financial industry experience
in business development; relevant work experience may substitute for
education. Demonstrated analytical, problem-solving, strategic, and
tactical implementation skills in financial settings. Developed
networking abilities and a strong grasp of group dynamics, including
experience with Centers of Influence. Solid understanding of finance and
economics, plus focus on industry trends and proactive adoption of
products and technology to serve clients effectively. Series 7, 63 or 66
required (or obtained within 6 months); must also secure all
state-required insurance licenses. 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/7EE5710DD7854324

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