Wealth Advisor

Milwaukee, Wisconsin

On-site

Trust/Wealth Management

3255

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 Clients

Execution 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 business

Meets 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 Requirements

Bachelor'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.

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, the Diversity section of our career website.