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Johnson Financial Group
Johnson Financial Group

60 Johnson Financial Group Customer Service Representative Jobs Hiring Near You

Johnson Financial Group

AML/BSA Analyst

Racine, WI · On-site

... customer relationships, transactional activity, and financial crime risk indicators, and for taking appropriate action to mitigate the risk of money laundering, terrorist financing, and sanctions ...

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Does Johnson Financial Group pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

How easy is it to get time off at Johnson Financial Group?

Most people find it easy to get time off.
80% of people report it’s easy to get time off.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people at Johnson Financial Group feel treated with respect by their managers?

Some people don’t feel treated with respect by their managers.
40% of people say they’re not treated with respect by their managers.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Is it stressful to work at Johnson Financial Group?

Some people feel stressed out here.
40% of people say they often feel stressed out at work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people at Johnson Financial Group recommend working with their team?

Only some people recommend working with their team.
40% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people get enough training when they start at Johnson Financial Group?

Some people didn’t get enough training when they started.
40% of people report they didn’t get enough training when they started working here.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people think Johnson Financial Group’s headquarters understands what’s happening where they work?

Most people think headquarters understands what’s happening where they work.
60% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do workers feel well informed about how Johnson Financial Group is doing?

Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.
What other companies are hiring for Customer Service Representative jobs?
What are the most popular jobs at Johnson Financial Group?
What are the most popular categories at Johnson Financial Group?
Infographic showing various Customer Service Representative job openings at Johnson Financial Group in the United States as of August 2026, with employment types broken down into 4% Internship, and 96% Full Time. Highlights an 100% Physical job distribution.

Wealth Associate Relationship Manager

Johnson Financial Group

Racine, WI • On-site

Full-time

Re-posted 20 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.

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