Financial Advisor

JOHNSON BANK • Kenosha, WI • 2h 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/20C11C59B9C94083

Similar Jobs

Financial Advisor Sales Assistant

JOHNSON BANK • Kenosha, WI • 2h ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership wi...

2h ago

Go to Apply

Plant Accountant Associate

PACKAGING CORP OF AMERICA • Burlington, WI • 1d ago

Finance, Accounting & Banking

JOB REQUIREMENTS: As a Fortune 500 company, Packaging Corporation of America (PCA) is an ideas and solutions company. Our corrugated packaging business seeks to be the leader in helping our customers - large and small -...

1d ago

Go to Apply

Relationship Banker I II

JOHNSON BANK • Racine, WI • 1d ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Overview Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a great entry point into branch banking which wi...

1d ago

Go to Apply

Corrugated Finance Intern

Packing Corp of America • Lake Forest, IL • 2d ago

Finance, Accounting & Banking

As a Fortune 500 company, Packaging Corporation of America (PCA) is an ideas and solutions company. Our corrugated packaging business seeks to be the leader in helping our customers - large and small - package, transport...

2d ago

Go to Apply

Financial Consultant

JOHNSON BANK • Kenosha, WI • 4d ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Overview The Financial Consultant (FC) is responsible for development of new business in the investment advisory and brokerage product areas. The FC may also be responsible for management of existing bu...

4d ago

Go to Apply

Financial Advisor

JOHNSON BANK • Racine, WI • 4d ago

Finance, Accounting & Banking

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 culti...

4d ago

Go to Apply

Financial Consultant

JOHNSON BANK • Kenosha, WI • 4d ago

Finance, Accounting & Banking

4d ago

Go to Apply

Financial Services Accounts Receivable

ULINE INC • Pleasant Prairie, WI • 5d ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Financial Services - Accounts Receivable Pay from \$25 to \$26 per hour with significant growth and earning potential! Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline is the l...

5d ago

Go to Apply

Credit Analyst

ULINE INC • Pleasant Prairie, WI • 5d ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Credit Analyst Pay from \$25 to \$27 per hour Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Join our growing Finance team as a Credit Analyst evaluating financial health of a loan...

5d ago

Go to Apply

Insurance Billing Specialist

Robert Half • Mundelein, IL • 6d ago

Finance, Accounting & Banking

Description The salary range for this position is $60,000-$65,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to joh...

6d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.