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 is ideal for someone with at least two years of wealth support, paraplanning or similar experience who is eager to gain hands-on experience, mentorship and a clear path toward an advisory career.

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.
• Absorb 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 in wealth support, paraplanning or similar roles.
• Passion for financial planning and wealth management.
• Ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills.

Skills

• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite.
• Knowledge of financial planning software and tools.

Benefits

Johnson Financial Group offers a competitive benefits package, including health insurance, retirement plans, and paid time off.

Pay

The salary range for this position is $40,000 - $50,000 annually, depending on experience and qualifications.

Schedule

This is a full-time position with flexible hours to accommodate client needs.

Benefits

Johnson Financial Group offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.