Wealth Advisor/Relationship Manager

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<div class="isg-job-description“>Overview

Are you passionate about providing impeccable client service and delivering comprehensive financial solutions? Join our Madison Wealth Team at Wisconsin’s largest privately held, family-owned financial services institution as a Wealth Advisor!

As a member of our team, you will receive a book of business and work closely with an internal team to ensure the best outcomes for our clients. Enjoy a collaborative and supportive work environment while making a meaningful impact on clients’ financial futures. With our client first approach, we prioritize understanding and meeting the unique needs of the client above all else.

Join us in providing top-tier financial advisory services and making a meaningful impact on our clients’ financial futures.

Key Responsibilities:

• Manage a book of business with consistent and caring client service, delivering thoughtful financial advisory guidance to foster new business development, client referrals, and strong retention. Maintain frequent contact with clients to strengthen relationships and provide the highest level of service.

• Take the time to understand clients’ financial goals and dreams through meaningful conversations and a comprehensive financial planning approach. Offer tailored solutions that exceed client expectations and deepen client relationships.
• Address special client needs with empathy and expertise, including cash requirements and reserves, tax planning, distribution analysis, and general financial, investment, insurance, and estate planning. This includes managing complex financial solutions with thoroughness and care, ensuring effective communication, implementation, maintenance, and ongoing administration of client relationships.

• Execute our sales process through successful prospecting, planning, and acquiring new business opportunities, making every interaction meaningful.
• Develop and maintain strong relationships with business partners to expand customer relationships across all lines of business. Actively engage with target segments, prospects, and centers of influence to lead new business development and client acquisition efforts, with a focus on creating lasting partnerships.

• Carefully and accurately open and close accounts within Wealth operating systems, including tracking of incoming and outgoing transfers of assets and cash. Welcome and manage the onboarding process for new clients, ensuring a smooth and positive experience.
• Actively manage inherent risks with integrity by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.

Qualifications:

• Bachelor’s Degree and 5+ years’ experience working with clients in a financial planning setting (trust experience a plus!). A combination of appropriate education and experience will be considered.
• MBA a plus!
• Series 65/66 or IA equivalent along with a CFP highly desired. If you are not licensed, you must become licensed within 90 days of your start date.

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.

Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities

 

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