Wealth Advisor/Relationship Manager
Company: Johnson Financial Group
Location: Milwaukee
Posted on: January 26, 2023
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Job Description:
Overview:
The Wealth Advisor/Relationship Manager is responsible for growing
quality client relationships and enhancing client satisfaction by
providing sound financial guidance to high net worth clients. -
-Key Responsibilities Responsible for coordinating a consistent
client service experience and delivering overall financial advisory
guidance to sustain new business development, client referral and
retention objectives.Responsible for managing the onboarding of new
clients. Understand client's financial objectives utilizing a
purposeful discovery process and financial planning approach.
Responsible for accurately opening and closing of accounts within
Wealth operating systems; including tracking of incoming/outgoing
transfer of assets and cash.Responsible for special client needs
such as cash requirements and reserves, tax planning, distribution
analysis, general financial, investment, insurance and estate
planning. Frequent contact with clients designed to enhance the
client relationship and provide impeccable client service. Clearly
communicate financial solutions and effectively overcome
objections. - Actively manage inherent risks by adhering to
internal policies and procedures, regulatory and statutory
requirements and exercising sound judgment.Thorough management of
complex financial solutions; including: communication,
implementation, maintenance and on-going administration of the
client relationship.Complete, timely and accurate documentation of
client relationship. -Sales - Advising and Servicing -
ClientsExecution of our comprehensive sales process which includes
successful prospecting, planning and gaining new business.
Knowledge of full portfolio of JFG products and services; actively
cross-sells full breadth and depth of products. Responsible for
meeting or exceeding sales, cross-sales and referral goals.
Actively call/joint call on identified target segments, prospects,
centers of influence, etc. to lead new business development and
client acquisition efforts.Expand new and existing relationships by
advising and recommending appropriate solutions that will exceed
client expectations.Develop and maintain strong working
relationships with business partners to expand customer
relationships across all lines of businessMeets or exceeds client
retention goals.Perform proactive customer needs assessments on a
regular basis. Give persuasive sales presentations and tailors
delivery and material to meet audience needs. Applies sound
judgment, innovation and appropriate creativity in management of
client relationships.Responsible for a variety of full-service
financial transactions; decisions require thorough analysis,
document interpretation, specialized solutions, discretion and risk
management.Participate in an active and meaningful role in a
community or industry organization. -Cross Sales and Referrals
Knowledge of full portfolio of JFG products; ability to cross-sell
full breadth and depth of products.Responsible for establishing,
building and maintaining strong internal relationships across all
lines of business to ensure consistent and frequent referral
activities. Consistently meets or exceeds cross sell/referral
goals. -Job RequirementsBachelor's Degree and 5+ years experience
working with clients in a financial planning setting. A combination
of appropriate education and experience will be considered.
Demonstrated expertise in sales, networking, negotiating, business
acumen and execution.Knowledge of investment management and
financial planning.Series 65/66 or IA equivalent. Industry specific
professional designations highly desired; CFP, ChFC,
CPA.Understanding and strong working knowledge of MS Office
products; ability to effectively utilize Bank and Wealth Operating
Systems.
Keywords: Johnson Financial Group, Milwaukee , Wealth Advisor/Relationship Manager, Executive , Milwaukee, Wisconsin
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