Associate Advisor

JOHNSON FINANCIAL GROUP:

We are a Family Office and Wealth Management firm that started as a private investment company for our founding family. With over 40 years of experience as a single family office, we understand the responsibility, complexities and opportunities that come with success. Our clients are in a unique position to leverage the collective wisdom, networks and experiences of all of the families that have joined forces with JFG.

GENERAL SUMMARY:

The Associate Advisor is responsible for all aspects of the client advisory and relationship management experience. Specific responsibilities are subject to respective clients’ engagements.

All team members at Johnson Financial Group LLC are expected to act as compelling representatives of the Company and champions of our Mission & Values.

ROLE OVERVIEW:

Primary Duties and Responsibilities:

• Partner with Advisor to actively manage client relationships.
• Support Advisor throughout sales and onboarding process.
• Review and create meeting materials.
• Prepare meeting notes and manage follow-up items from meetings.
• Coordinate information and communication with clients.
• Prepare account opening and account servicing documents and manage the process to completion.
• Knowledge of financial planning software systems and client relationship management software (CRM).
• Work as a liaison between Investment Operations, Financial Planning, Trading, Accounting and the Investment team to coordinate client related projects.
• Develop understanding of asset allocation, portfolio reviews, financial planning, basic trust and estate concepts and identification of wealth planning opportunities.

*This job description does not include a complete listing of all the duties and functions of the position. Management reserves the right to assign other duties or projects as necessary.

Qualifications (Skills – technical and non-technical):

• Strong attention to detail, organization, and communication skills
• Bachelor of Science Degree in Finance, Business, or related field.
• Must have extensive knowledge of Word, Excel, PowerPoint.
• 3 years’ experience in Wealth Management/Banking in a client service position, preferred.
• Series 65 or equivalent required.
• Financial planning experience preferred.

COMPENSATION:

Base salary range: $80,000 - $120,000

BENEFITS INFORMATION:

• Potential to receive a performance based cash bonus based on several factors including the profitability of the company, contributions by the employee to company performance and defined roles, responsibilities, and expectations.
• Potential to receive a deferred compensation bonus which is invested in the JFG Internal Fund. The bonus has a three year cliff vesting period. The JFG Internal Fund is also available on a semi-annual basis for direct investment by the employee, their spouse, parents/in laws, and children. The JFG internal fund invests in private capital opportunities that our clients invest in as well.
• A full suite of health benefits is available through Justworks beginning on the first of the month following employee’s start date.
• After 6 months of employment, employees become eligible for 401K. There is a 100% match on the first 3% that an employee contributes, then a 50% match on the next 2%. In total, if an employee contributes 5%, JFG will match 4%.
• If you refer a client to the firm you are eligible to receive 25% of the revenue from thatclient the first year and 10% the remaining time they are a client and you are an employeeof the firm.
• Health and wellness benefits are available through ThrivePass in the amount of$50/month.
• Annual Wishlist (gifts and/or experiences) items are given to employees on theanniversary of their hire date.
• The Spear Award. This award is given on a quarterly basis. The recipient will receivetheir choice of a Wishlist item.
• Flexible Time Off Policy.
• Paid Parking.
• JFG hosts multiple offsite cultural events for all employees.

APPLICATION DEADLINE: September 6, 2024