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Associate Financial Consultant

3 months ago

Kenosha, Wisconsin, United States Johnson Financial Group LLC Full time
About the Position:

We are looking for a dedicated professional to join our team as a Financial Consultant. In this role, you will be responsible for developing and implementing a business plan to attract new clients, increase referrals, and boost product penetration within portfolios. You will also focus on meeting retention goals, ensuring portfolio growth, and providing top-notch client service.

About the Company:

Join our dynamic team where your expertise will be valued, and your contributions will have a significant impact. We are committed to supporting our employees in achieving their professional goals and fostering a collaborative work environment.

Key Responsibilities:
  • Creation and execution of personalized business plans
  • Acquisition of new clients
  • Generating business line referrals
  • Enhancing product/business line penetration
  • Meeting retention targets
  • Driving portfolio growth
  • Providing exceptional client service