Financial Advisor I - III (Racine/Wind Point)

Overview

The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.

Key Responsibilities

• Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth.
• Responsible for significant growth in assets under management and revenue growth resulting in a profitable book of business.
• Proactively review current book to ensure proper client segmentation and transition to appropriate resources.
• Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and commercial banking.
• Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics.
• Understand client’s financial objectives through consistent purposeful discovery process by integrating financial planning concepts and process.
• Match prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship.
• May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant.
• 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.
• Manage a team of associates to meet and exceed performance expectations; monitor and hold staff accountable for their performance and their actions.
• Create and sustain an environment which supports teamwork and mutual respect.
  
  

Required Experience

• Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education.
• Minimum of 2 years experience in the financial industry in a client facing business development role.
• Financial experience must include demonstrated analytical, problem solving, strategic and tactical thinking/implementation skills
• Developed networking skills, comprehensive understanding of group dynamics and working with Centers of Influence.
• Solid understanding of finance and economic principles.
• Must be focused on industry and competitive trends and exhibit a proactive approach to product and technology needs to remain relevant to our clients.
• Series 7, 63 or 66 required or must be obtained within 6 months
• All state required Insurance licenses.
  
  

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

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.