Senior Private Client Advisor
Job in
Racine, Racine County, Wisconsin, 53404, USA
Listed on 2026-07-01
Listing for:
Johnson Financial Group
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Johnson Financial Group in Racine, Wisconsin, is seeking a Private Client Service Specialist responsible for managing portfolios and delivering exceptional service to high net worth clients. This role requires exceptional communication and financial analysis skills, with a focus on client retention and new business development.
The ideal candidate will have a minimum of 4 years’ experience in a similar role and will be knowledgeable in financial products, risk assessment, and client relationship management. Knowledge of CRM systems is essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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