Wealth Associate Relationship Manager

About the role

Johnson Financial Group is seeking a Wealth Associate Relationship Manager to join their Wealth team in a developmental, transitional role. This position offers hands-on exposure, mentorship, and a clear path toward an advisory career for individuals with at least two years of wealth support, paraplanning, or similar experience.

Responsibilities

• Partner closely with Wealth Advisors and Relationship Managers to learn the business, support client relationships and prepare for long-term growth into an advisory role.
• Shadow and participate in client meetings, prospect conversations, planning discussions and relationship reviews.
• Actively participate in business development efforts, including client acquisition strategies, prospect follow-up and relationship-building with centers of influence.
• Support financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up.
• Build relationships with internal business partners across banking, lending, trust, estate planning and investments to better support clients and expand your professional network.
• Aid Client Service Specialists with client service activities, client calls and service-related requests while learning the full client service process.
• Attend to special client needs, including cash requirements and reserves, tax planning and distribution analysis.
• Develop a strong understanding of JFG products, services, processes and risk management expectations while building confidence as a future Wealth Advisor.

Requirements

• Bachelor’s degree with two or more years of experience working with affluent clientele; a combination of relevant education and experience will be considered.
• Commitment to pursuing CFP designation.
• Strong communication, organization, follow-through and relationship-building skills.
• Foundational knowledge of financial planning, investments and wealth management concepts.
• Series 65 required or ability to obtain within six months.

Qualifications

• Experience with wealth support, paraplanning or similar roles.
• Strong interpersonal and organizational skills.
• Interest in pursuing a career in wealth management.

Skills

• Excellent communication and relationship-building skills.
• Strong organizational and follow-through abilities.
• Foundational knowledge of financial planning, investments and wealth management concepts.
• Ability to learn and understand JFG products, services, processes and risk management expectations.

Benefits

Johnson Financial Group offers a supportive and inclusive workplace culture that values relationships, development, and doing what is right for clients. The company is committed to diversity, equity, and inclusion, and provides opportunities for professional growth and development.

Pay

Compensation details are confidential and not specified in this posting.

Schedule

The schedule for this role is flexible and designed to accommodate the developmental and transitional nature of the position.

Benefits

Johnson Financial Group offers competitive benefits packages that may include health insurance, retirement plans, and other perks designed to support employees' well-being and career advancement.