Financial Advisor

JOHNSON BANK • Racine, WI • 2h ago

JOB REQUIREMENTS: Overview With deep roots in Wisconsin and commitment
to community values, Johnson Financial Group is known for helping
clients navigate both banking and wealth needs with a
relationship-driven, local approach. This opportunity offers the chance
to join a respected institution where advisors are supported by a
collaborative team across lines of business and key support areas,
creating strong referral opportunities and a more connected client
experience. This is a rare opportunity for a Financial Advisor to step
into a lead advisor role within a bank environment and inherit an
established, well-developed book of business. For the right person, this
is more than a traditional advisor opening, it\'s a chance to build on
an existing foundation of client relationships while partnering closely
with professionals across banking, wealth, and internal support teams.
The team-based approach creates meaningful referral flow, strong
collaboration across lines of business, and the infrastructure needed to
help advisors grow and serve clients at a high level. If you\'re looking
for an opportunity with built-in momentum and real long-term upside,
we\'d love to talk with you. 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... 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/A297A452329C483E

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