Overview The Wealth Associate RM is an entry level transitional role with expected development to a ... planning attorney searches. * Clear Touch: contribute to internal client service process and ...
Overview The Wealth Associate RM is an entry level transitional role with expected development to a ... planning attorney searches. * Clear Touch: contribute to internal client service process and ...
Overview The Wealth Associate RM is an entry level transitional role with expected development to a ... planning attorney searches. * Clear Touch: contribute to internal client service process and ...
Overview The Wealth Associate RM is an entry level transitional role with expected development to a ... planning attorney searches. * Clear Touch: contribute to internal client service process and ...
Entry Level Attorney information
See Racine, WI salary details
$43.1K - $53.9K
2% of jobs
$53.9K - $64.7K
6% of jobs
$75K is the 25th percentile. Wages below this are outliers.
$64.7K - $75.5K
17% of jobs
$75.5K - $86.3K
15% of jobs
The median wage is $92.8K / yr.
$86.3K - $97K
15% of jobs
$97K - $107.8K
11% of jobs
$116.2K is the 75th percentile. Wages above this are outliers.
$107.8K - $118.6K
11% of jobs
$118.6K - $129.4K
9% of jobs
$129.4K - $140.2K
6% of jobs
$140.2K - $151K
5% of jobs
$151K - $161.7K
2% of jobs
$43.1K
$101.4K
$161.7K
How much do entry level attorney jobs pay per year?
What are the key skills and qualifications needed to thrive as an Entry Level Attorney, and why are they important?
What are some common challenges faced by entry level attorneys in their first year, and how can they overcome them?
What are entry level attorneys?
What is the difference between Entry Level Attorney vs Paralegal?
| Aspect | Entry Level Attorney | Paralegal |
|---|---|---|
| Required Credentials | Juris Doctor (JD), Bar Admission | Associate's degree or paralegal certificate |
| Work Environment | Law firms, corporate legal departments, government agencies | Law firms, corporate legal departments, government agencies |
| Job Responsibilities | Legal research, drafting legal documents, client consultations | Legal research, document preparation, case organization |
Entry Level Attorneys and Paralegals often work in similar environments and share some responsibilities, but attorneys require a JD and bar admission to practice law, while paralegals support attorneys without needing a law license. The roles differ mainly in legal authority and scope of work.
Full-time
Posted 7 days ago
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
The Wealth Associate RM is an entry level transitional role with expected development to a Wealth Relationship Manager or Advisor role. This role will function within and support servicing, planning and client meetings.
Key Responsibilities:
- Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
- Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts.
- Participate and assist with regular telephone and face-to-face client reviews. Give persuasive sales presentations and tailors delivery and material to meet audience needs as directed by lead Relationship Manager.
- Frequent phone contact with clients regarding planning related issues (goals review, performance review), directed by lead Relationship Manager.
- Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.
- Attend to special client needs such as cash requirements and reserves, tax planning and distribution analysis.
- Financial Planning: review, prepare and update client-based plans, financial and estate planning primers, estate planning attorney searches.
- Clear Touch: contribute to internal client service process and maintain client contact services standards.
- Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
- Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
- Complete, timely and accurate CRM documentation of prospect/COI relationships.
Education, Knowledge, and Skills:
- Bachelor’s Degree and minimum 2 years of experience working with affluent clientelee. A combination of appropriate education and experience will be considered.
- Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
- Specialized knowledge of investment management and financial planning.
- Series 65 (IA) required (will be given 6 months to achieve)
- Required to pursue Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
- Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
- Understanding and strong working knowledge of MS Office products; familiarity with Schwab, Fidelity, RBC, and planning software. Ability to effectively utilize Bank and Wealth Operating Systems.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME