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.