Wealth Advisor

JOHNSON BANK • Milwaukee, WI • 4h ago

JOB REQUIREMENTS: Overview At Johnson Financial Group, our Wealth
Advisors are more than financial professionals - they are trusted local
partners who help clients, families, and businesses make confident
decisions for the future. If you are relationship-driven,
community-minded, and energized by working alongside collaborative teams
and strong business partners, this is an opportunity to grow your career
with a well-respected, Wisconsin-based organization known for doing what
is right for clients. This role is ideal for an advisor who values being
ultra-local - someone who wants to build meaningful relationships in the
communities we serve, partner closely across banking, wealth, mortgage,
and other lines of business, and deliver a client experience that
reflects Johnson Financial Group\'s strong reputation for integrity,
service, and long-term relationships. Why You\'ll Love This Opportunity
Ultra-local impact: Build deep relationships with clients and centers of
influence in the communities you know and serve. Strong reputation:
Represent Wisconsin\'s largest privately held financial institution with
a relationship first approach. Collaborative team environment: Work
closely with Wealth, Banking, Mortgage, and other partners to bring
comprehensive solutions to clients. Business partner relationships:
Leverage strong internal referral networks and trusted partnerships
across the organization. Client-centered advising: Provide customized
solutions for high-net-worth clients based on their unique financial
story through planning, investment, insurance, estate, tax, and wealth
management needs. What You\'ll Do Build and deepen client relationships
through comprehensive financial guidance planning, onboarding, proactive
communication, and high-touch service. Through intentional listening and
understanding the clients story and objectives, you will provide
tailored solutions for your client\'s financial independence, legacy,
charitable and estate planning. Commitment to providing Provide
comprehensive solutions on investment management, tax and estate
planning, exclusive cash management and financing options allowing
clients to make informed decisions. Partner with internal teams to open,
close, and maintain accounts, including asset and cash transfers.
Coordinate complex financial solutions while maintaining accurate
documentation and client records. Work with integrity. Manage risk by
following policies, regulatory requirements, and sound judgment. How
You\'ll Grow Relationships Drive relationship development through
prospecting, planning, client acquisition, and long-term growth. Call on
prospects, target segments, centers of influence, and referral sources
to generate new business. Use JFG solutions, needs assessments, and
tailored recommendations to connect clients with the right partners
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/B5BAA1D4E93340A1

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