Wealth Paraplanner

Location: Milwaukee, WI 53202

Overview

The Wealth Paraplanner oversees the end-to-end financial planning workflow across multiple regions and business lines. New graduates are encouraged to apply!

Key Responsibilities

• Facilitate the financial planning process for both prospective and current clients.
• Collect, validate, and analyze all quantitative data required to create or update financial plans using planning analysis software.
• Prepare initial financial planning recommendations for the Financial Planner’s review and use in client meetings.
• Serve as the primary point of contact for clients throughout the planning engagement, maintaining ongoing communication, scheduling meetings, and coordinating with the Financial Planner and other support teams.
• Manage and support client access and maintenance of software systems; assist clients in aggregating accounts within the software (eMoney).
• Establish referral pathways to other Wealth, Banking and Insurance areas, including Estate Planning & Trust, Investment, Succession Planning, and Post-Death services.
• Collaborate with team members across geographies to ensure efficiency and a consistent client experience.

Qualifications

• Bachelor’s degree in finance with a concentration in financial planning or related field; 2 years of experience in financial services or a related field preferred. Experience may be considered in lieu of education.
• Series 65 is required for the role. If not held, you must obtain it within 90 days of the start date.
• Ability to understand product solution strategies to address client needs related to cash flow, money distribution, and investment allocations.
• Strong analytical, project management, technical, and financial skills.
• Experience with financial planning software is a plus.
• Demonstrated ability to independently solve problems, exercise judgment in varied situations, possess strong technical skills, attention to detail, and superior communication abilities.
• Proficiency with MS Office and the ability to effectively use Wealth and Bank applications.

Equal Employment Opportunity

Johnson Financial Group is dedicated to equal employment opportunity. We make all employment decisions without regard to race, color, religion, sex, sexual orientation, age, national origin, citizenship, disability, veteran status, or any other status protected by law.