Associate Financial Consultant - Johnson Financial Group
About the role
This employment opportunity at Johnson Financial Group in Kenosha allows you to join the Investment Program at Johnson Financial Group as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.
Responsibilities
- Service an existing book of business upon hire
- Build a strong client base with the Bank’s exceptional referral system
- Manage several branch territories with significant deposit base, including current clients needing an advisor
- Find new clients through the bank’s client base
- Create client solutions without proprietary products
- Grow your business with LPL’s combination of tools, technology, and support
- Benefit from LPL’s experience in helping financial institutions grow and maximize their investment programs
- Utilize the bank’s reputation and community standing to capitalize on opportunities
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Qualifications
The ideal candidate will have a proven track record in investment sales and a passion for helping clients achieve their financial goals. Strong communication and relationship-building skills are essential.
Skills
Proficiency in financial planning, customer service, and a collaborative approach to problem-solving are key.
Benefits
Access to proprietary technology and a suite of customized services provided by LPL Financial.
Pay
$65,000 - $100,000 per year, dependent on a number of factors including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Schedule
Hours may vary based on the needs of the business and the individual’s schedule.