Wealth Advisor

About the role

At Johnson Financial Group, Wealth Advisors are trusted local partners who help clients, families, and businesses make confident decisions for the future. This role is ideal for an advisor who values ultra‑local impact, building meaningful relationships in the communities served, and partnering across banking, wealth, mortgage, and other lines of business to deliver a client experience rooted in 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 through planning, investment, insurance, estate, tax, and wealth‑management services.

Responsibilities

• Build and deepen client relationships through comprehensive financial guidance, onboarding, proactive communication, and high‑touch service.
• Listen intentionally to understand each client’s story and objectives, then provide tailored solutions for financial independence, legacy, charitable, and estate planning.
• Deliver comprehensive solutions on investment management, tax and estate planning, exclusive cash management, and financing options.
• 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.
• Manage risk by following policies, regulatory requirements, and sound judgment.
• 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 opportunities.
• Strengthen client retention through trusted advice, exceptional service, sound judgment, and creative solutions.
• Support full‑service financial transactions and represent JFG through meaningful community and industry involvement.
• Understand JFG solutions and identify opportunities to connect clients with the right partners.
• Build strong internal relationships across lines of business to support referrals and a connected client experience.
• Meet or exceed referral goals through trusted partnerships and proactive follow‑through.

Qualifications

• Bachelor’s degree and 5+ years of experience working with clients in a financial planning setting (or equivalent combination of education and experience).
• Demonstrated expertise in sales, networking, negotiation, business acumen, and execution.
• Strong knowledge of investment management, financial planning, and client relationship development.
• Series 65/66 or IA equivalent required; CFP, ChFC, CPA, or other industry‑specific professional designations highly desired.
• Relationship‑first mindset, collaborative working style, and desire to make a local impact through trusted advice and community connection.
• Commitment to diversity, equity, and inclusion; ability to thrive in a culture where everyone feels valued and heard.