Wealth Associate Relationship Manager

About the Role

Johnson Financial Group is seeking a Wealth Associate Relationship Manager to join our Wealth team in a developmental, transitional role designed to build your advisory skills. 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.

At JFG, you’ll be part of a privately owned, Wisconsin-based financial services company with a long-term mindset, strong community roots, and a culture that values relationships, development, and doing what is right for clients.

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.
• Assist 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.

About Us

Our culture embraces diversity, equity, and inclusion—one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, visit the Diversity section of our career website.