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Wealth RPS Advisor

Company: Johnson Financial Group
Location: Green Bay
Posted on: June 25, 2022

Job Description:


Johnson Financial Group is seeking a Wealth Retirement Plan Services (RPS) Advisor! The Wealth RPS Advisor is responsible for developing new Employee Benefit Trust relationships. At Johnson, the RPS team is very hands on and truly cares about the customer experience and meeting client needs. They take a collaborative approach, working with a team of specialists to deliver comprehensive advice and solutions spanning all of JFG's offered services to current and prospective clients.

What sets us apart:

* Our company size is ideal - we are big enough to have the bells and whistles similar to those of larger institutions, yet small enough to deliver personalized service which allows our associates to have a personal impact.
* We have a local service team rooted in the communities we serve, paired with relationship managers, portfolio managers and recordkeepers. We have a great team atmosphere.
* Clients prefer to work with us because of our flexible program unbound by proprietary investment options.
* We are here to deliver the best client experience through our highly talented RPS team enabled by technology and infrastructure.

Successful Wealth RPS Advisors are:

* Business Development Officers: You will be responsible for the ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives. This includes matching prospects needs with JFG investment solutions resulting in new business. You will understand the client's retirement plan benefit objectives utilizing a purposeful discovery process and consultative approach.
* Client Focused: You will be responsible for all aspects of client interaction, including directing and coordinating execution of transactions. As a Wealth RPS Advisor, you work closely with Plan Sponsors on plan conversions, design, amendments and administration of qualified employee retirement plans. You are responsive and complete timely and accurate documentation of the client relationship.
* Business Partners: You are a key liaison between client, investment advisory/management team and recordkeeping areas. You will develop and maintains strong relationship with key business partners both internal and external.
* Industry Experts: As a trusted Advisor, you will establish a plan investment strategy to include implementation, maintenance, and communication with the assigned Portfolio Manager, or individually. You're responsible for reviewing and interpreting plan documents and serve as a resource to Plan Sponsors and designees; conducting client reviews, employee meetings, and responding to inquiries. You actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercise sound judgement.
* Strong Communicators: You clearly communicate solutions and effectively overcome objections with prospective e clients, existing clients, and participant populations, as applicable.

Job Requirements:

* Bachelor's Degree and 5 years' experience working with organizational and/ or institutional clients and employers.
* Demonstrated expertise in sale, networking, negotiating, business acumen and execution.
* Industry specific certifications a plus; CEBS, QKA, CRP, etc.

Johnson Financial Group is an Equal Opportunity Employer. We encourage Minorities, Women, Protected Veterans and Individuals with Disabilities to apply. We embrace difference, welcome diversity and value a culture of respect.

Keywords: Johnson Financial Group, Green Bay , Wealth RPS Advisor, Other , Green Bay, Wisconsin

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