Wealth Advisor

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 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 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.

Collaboration, Referrals and Team Partnership

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.

What We’re Looking For

Bachelor’s degree and 5+ years of experience working with clients in a financial planning setting; a combination of appropriate education and experience will be considered.

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 are highly desired.

A relationship-first mindset, collaborative working style, and desire to make a local impact through trusted advice and community connection.

Come as you are.

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