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Financial Relationship Specialist

2 months ago

Madison, Wisconsin, United States Johnson Financial Group LLC Full time

Position Overview:

The Financial Relationship Specialist plays a pivotal role in fostering robust client connections and enhancing overall client satisfaction by delivering expert financial advice to affluent individuals.

Core Responsibilities:

  • Ensure a seamless client service experience while providing comprehensive financial advisory support aimed at achieving new business growth, client referrals, and retention goals.
  • Oversee the onboarding process for new clients.
  • Identify and comprehend clients' financial aspirations through a structured discovery process and strategic financial planning.
  • Manage the accurate initiation and closure of accounts within Wealth management systems, including monitoring asset and cash transfers.
  • Address unique client requirements, including liquidity needs, tax strategies, distribution assessments, and holistic financial, investment, insurance, and estate planning.
  • Maintain regular communication with clients to strengthen relationships and deliver exceptional service, effectively articulating financial solutions and addressing concerns.
  • Mitigate inherent risks by adhering to internal policies, regulatory standards, and exercising prudent judgment.
  • Thoroughly manage intricate financial solutions, encompassing communication, implementation, maintenance, and ongoing administration of client relationships.
  • Ensure timely and precise documentation of client interactions.

Sales and Client Service:

  • Implement a comprehensive sales strategy that includes effective prospecting, planning, and securing new business opportunities.
  • Possess in-depth knowledge of the complete range of Johnson Financial Group products and services; actively promote and cross-sell offerings to meet or surpass sales and referral targets.
  • Engage in proactive outreach to identified target segments, prospects, and influential networks to drive new business development and client acquisition.
  • Enhance both new and existing client relationships by recommending tailored solutions that exceed expectations.
  • Build and sustain strong collaborative relationships with business partners to broaden customer engagement across various service lines.
  • Achieve or exceed client retention objectives.
  • Conduct regular proactive assessments of customer needs.
  • Deliver compelling sales presentations, customizing content to resonate with the audience.
  • Utilize sound judgment, creativity, and innovation in managing client relationships.
  • Handle a diverse array of full-service financial transactions, requiring thorough analysis, document interpretation, specialized solutions, discretion, and risk management.
  • Actively participate in community or industry organizations.

Cross-Selling and Referrals:

  • Demonstrate comprehensive knowledge of the full suite of Johnson Financial Group products, with the ability to effectively cross-sell.
  • Establish, cultivate, and maintain strong internal relationships across all business lines to facilitate consistent referral activities.
  • Consistently meet or exceed cross-selling and referral targets.

Qualifications:

  • Bachelor's degree and a minimum of 5 years of experience in a financial planning environment, with a combination of relevant education and experience considered.
  • Proven expertise in sales, networking, negotiation, business acumen, and execution.
  • Strong knowledge of investment management and financial planning principles.
  • Possession of Series 65/66 or equivalent investment advisor credentials; industry-specific professional designations such as CFP, ChFC, or CPA are highly desirable.
  • Proficient in MS Office applications and capable of effectively utilizing Wealth management operating systems.