Wealth Associate Relationship Manager Racine, Wisconsin; Kenosha, Wisconsin On-site Trust/Wealth Management 3440 Get future jobs matching this search or Job Description Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate Relationship Manager to join our Wealth team in a developmental, transitional role designed to build your advisory skills. At JFG, you'll be part of a privately owned, Wisconsin-based financial services company with a long-term mindset, strong community roots and a culture that values relationships, development and doing what is right for clients. This is a great opportunity for someone with at least two years of wealth support, paraplanning or similar experience who wants hands-on exposure, mentorship and a clear path toward an advisory career.

What You'll Do:

Partner closely with Wealth Advisors and Relationship Managers to learn the business, support client relationships and prepare for long-term growth into an advisory role. Shadow and participate in client meetings, prospect conversations, planning discussions and relationship reviews. Actively participate in business development efforts, including client acquisition strategies, prospect follow-up and relationship-building with centers of influence. Support financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up. Build relationships with internal business partners across banking, lending, trust, estate planning and investments to better support clients and expand your professional network. Assist Client Service Specialists with client service activities, client calls and service-related requests while learning the full client service process. Attend to special client needs, including cash requirements and reserves, tax planning and distribution analysis. Develop a strong understanding of JFG products, services, processes and risk management expectations while building confidence as a future Wealth Advisor.

What We're Looking For:

Bachelor's degree with two or more years of experience working with affluent clientele; a combination of relevant education and experience will be considered. Commitment to pursuing CFP designation. Strong communication, organization, follow-through and relationship-building skills. Foundational knowledge of financial planning, investments and wealth management concepts. Series 65 required or ability to obtain within six months. 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.