Wealth Advisor

JOB REQUIREMENTS: Overview At Johnson Financial Group, our Wealth Advisors are more than financial professionals - they are trusted local partners who help clients, families, and businesses make confident decisions for the future. If you are relationship-driven, community-minded, and energized by working alongside collaborative teams and strong business partners, this is an opportunity to grow your career with a well-respected, Wisconsin-based organization known for doing what is right for clients. This role is ideal for an advisor who values being ultra-local - someone who wants to build meaningful relationships in the communities we serve, partner closely across banking, wealth, mortgage, and other lines of business, and deliver a client experience that reflects Johnson Financial Group's strong reputation for 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 based on their unique financial story through planning, investment, insurance, estate, tax, and wealth management needs. What You'll Do Build and deepen client relationships through comprehensive financial guidance planning, onboarding, proactive communication, and high-touch service. Through intentional listening and understanding the clients story and objectives, you will provide tailored solutions for your client's financial independence, legacy, charitable and estate planning. Commitment to providing Provide comprehensive solutions on investment management, tax and estate planning, exclusive cash management and financing options allowing clients to make informed decisions. 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. Work with integrity. Manage risk by following policies, regulatory requirements, and sound judgment. How You'll Grow Relationships 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... For full info follow application link. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/B5BAA1D4E93340A1