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Relationship Building Jobs in Wisconsin (NOW HIRING)

Fox Valley Savings Bank

Relationship Banker

Fond Du Lac, WI · On-site

$18.25 - $24/hr

Relationship Building & Sales Support * Engage customers in meaningful conversations to understand financial goals and identify opportunities. * Recommend appropriate products and services that ...

htna

CRM Administrator

Milwaukee, WI · Hybrid

Customer-oriented focus and relationship-building skills. * Knowledge of IATF16949 Quality Systems and ISO14001 Environmental Management Systems. What You'll Bring: * Bachelor's degree or equivalent ...

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Relationship Building information

What are the key skills and qualifications needed to thrive in the relationship building position, and why are they important?

To excel in a Relationship Building role, strong interpersonal communication, active listening, and networking abilities are essential, often complemented by experience in sales, business development, or client services. Familiarity with customer relationship management (CRM) software and relationship analytics tools is commonly expected. Outstanding candidates possess empathy, conflict resolution skills, and a proactive approach to establishing trust and rapport. These qualities enable professionals to foster lasting connections that drive business growth and client satisfaction.

What does a typical day look like for someone in a relationship building role?

A typical day in a Relationship Building role involves reaching out to potential and existing clients, nurturing contacts through personalized communication, and coordinating meetings or events to strengthen professional connections. You'll often collaborate closely with sales, marketing, and customer service teams to ensure all client needs are met and concerns are addressed promptly. Managing and updating records in CRM systems is a regular task, and staying informed about industry trends or client developments is important for meaningful engagement. This role is dynamic and people-oriented, offering frequent opportunities to build networks and directly contribute to business success.

What is a relationship building?

A Relationship Building job focuses on developing and maintaining strong connections with clients, partners, or stakeholders to foster trust and collaboration. Professionals in this role engage in networking, communication, and problem-solving to create long-term, mutually beneficial relationships. This can be found in industries like sales, customer service, business development, and account management. Effective relationship builders help drive business growth by ensuring client satisfaction and loyalty. Strong interpersonal skills and emotional intelligence are key to success in this role.

What are the most commonly searched types of Relationship Building jobs in Wisconsin? The most popular types of Relationship Building jobs in Wisconsin are:
What are popular job titles related to Relationship Building jobs in Wisconsin? For Relationship Building jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Relationship Building jobs in Wisconsin look for? The top searched job categories for Relationship Building jobs in Wisconsin are:
What cities in Wisconsin are hiring for Relationship Building jobs? Cities in Wisconsin with the most Relationship Building job openings:
Relationship Building jobs near you
Infographic showing various Relationship Building job openings in Wisconsin as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution.

Wealth Associate Relationship Manager

Johnson Financial Group

Milwaukee, WI • On-site

Full-time

Re-posted 24 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate Relationship Manager to join our Wealth team in a developmental, transitional role designed to build your advisory skills.

At JFG, you’ll be part of a privately owned, Wisconsin-based financial services company with a long-term mindset, strong community roots and a culture that values relationships, development and doing what is right for clients. This is a great opportunity for someone with at least two years of wealth support, paraplanning or similar experience who wants hands-on exposure, mentorship and a clear path toward an advisory career.

What You’ll Do:

  • Partner closely with Wealth Advisors and Relationship Managers to learn the business, support client relationships and prepare for long-term growth into an advisory role.
  • Shadow and participate in client meetings, prospect conversations, planning discussions and relationship reviews.
  • Actively participate in business development efforts, including client acquisition strategies, prospect follow-up and relationship-building with centers of influence.
  • Support financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up.
  • Build relationships with internal business partners across banking, lending, trust, estate planning and investments to better support clients and expand your professional network.
  • Assist Client Service Specialists with client service activities, client calls and service-related requests while learning the full client service process.
  • Attend to special client needs, including cash requirements and reserves, tax planning and distribution analysis.
  • Develop a strong understanding of JFG products, services, processes and risk management expectations while building confidence as a future Wealth Advisor.

What We’re Looking For:

  • Bachelor’s degree with two or more years of experience working with affluent clientele; a combination of relevant education and experience will be considered.
  • Commitment to pursuing CFP designation.
  • Strong communication, organization, follow-through and relationship-building skills.
  • Foundational knowledge of financial planning, investments and wealth management concepts.
  • Series 65 required or ability to obtain within six months.

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

What Johnson Financial Group employees say

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Hours and flexibility

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