Financial Advisor
About the job
- A bachelor's or advanced degree in finance, accounting, economics, business management, or a related field is preferred; relevant work experience may substitute for education.
- At least 2 years of client-facing financial industry experience in business development.
- Analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
- Networking abilities and understanding of group dynamics, including experience with Centers of Influence.
- Understanding of finance and economics, industry trends, and adoption of products and technology to serve clients effectively.
- Series 7 and Series 63 or 66 licenses are required, or must be obtained within 6 months.
- All state-required insurance licenses must be secured.
- Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
- Achieve significant growth in assets under management and revenue for a profitable book of business.
- Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
- Deliver a distinctive client experience by leveraging the value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
- Use knowledge of business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
- Collaborate with business partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.
- Lead a team of associates, set and exceed performance goals, and foster teamwork and mutual respect.
About the company
Johnson Financial Group provides personal, business, and commercial banking, mortgage lending, and wealth management in Wisconsin through Johnson Bank and Johnson Wealth Inc. Customers use Johnson Bank for everyday banking, loans, and mortgages; Johnson Wealth Inc. offers investment advisory and wealth management. Investment products are not FDIC insured and may lose value; advisors are registered with the SEC. The group is Wisconsin’s largest privately held, family-owned bank with a local footprint across Racine, Milwaukee, Madison, Hayward, Spooner and surrounding communities, aiming to meet financial needs with a locally focused, integrated financial services platform.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Milwaukee, Wisconsin
Founded
1987
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Simplify's Take
What believers are saying
- August 2026 Brookfield branch plans expand reach in a wealthy Waukesha County market.
- March and May 2026 wealth and CRE hires signal active growth investment.
- SBA 504 financing for RestoreMore shows Johnson still wins relationship-driven commercial lending mandates.
What critics are saying
- The Brookfield branch build ties capital to physical retail banking in a digital market.
- Todd Cegelski's 2026 retirement exposes commercial real estate execution to key-person dependence.
- Wisconsin concentration leaves Johnson vulnerable if local CRE or deposit competition intensifies.
What makes Johnson Financial Group unique
- Johnson combines banking, wealth, and insurance through Johnson Bank and Johnson Wealth.
- The family-owned firm employs 1,200 and stays deeply embedded in southeastern Wisconsin.
- Its branch-led model supports relationship banking, seen in Brookfield, Racine, Milwaukee, and Janesville.
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Company News
Associated Bank hires Kelly Mould to lead Trust and Advisory Services. Jon Donahue, CWS(R), joins the bank as regional director of Private Banking for Illinois, Milwaukee and Madison, Wis. Thursday, September 24, 2026 MILWAUKEE, September 24, 2026 - Associated Bank today announced new hires and expanded leadership responsibilities to strengthen its private banking, trust and wealth management capabilities in Milwaukee, Madison and Chicago, including the appointment of Kelly Mould, J.D., as senior vice president, managing director of Trust and Advisory Services. In her new role, Mould will lead Trust and Advisory Services across Associated's footprint, reporting to Heath Sorenson, executive vice president and CEO, Associated Trust Company, and based in Milwaukee. Mould will lead trust relationship managers and wealth advisors across the Private Wealth footprint with a focus on strengthening advice delivery, client experience and colleague development. Most recently, she served as Milwaukee region wealth manager for Johnson Financial Group, where she led regional wealth teams. She also brings legal expertise, having managed her own law firm focused on family and estate planning, with a judicial appointment as guardian ad litem for Racine County. "I'm excited to join Associated, leading the Trust and Advisory Services team across the bank's footprint and be part of a team that is investing in Milwaukee, Madison and Chicago specifically," Mould said. "These are important markets with strong businesses, entrepreneurs and high-net-worth individuals. Associated has the resources, expertise and local relationships to serve them well. I look forward to helping build on that momentum and delivering the personalized service and sophisticated financial solutions our clients expect." Jon Donahue, CWS(R), also joins Associated Bank as senior vice president, regional director of Private Banking. In his new role, Donahue will lead private banking efforts across Milwaukee, Madison and Chicago, strengthening coordination among clients, bankers and wealth professionals in three important markets. He will focus on delivering a more integrated approach to private banking, wealth management and related financial services and is based in Milwaukee. Donahue joins Associated from Johnson Financial Group, where he was senior vice president, private client services manager. He reports to Lisa Buetow, senior vice president, managing director of Private Banking. In addition to Mould and Donahue, Associated recently hired Tom Baranko, J.D., CTFA(R), as senior vice president, senior director of Fiduciary Administration. Based in Chicago, Baranko brings national-level fiduciary expertise to Associated's wealth organization and will support clients and teams across the bank's footprint. Chicago's scale and concentration of businesses and financial institutions provide a strong strategic base for his role. New strategic hires and role expansion - all based in Milwaukee - complement the growing roles for established Private Wealth senior leadership. * Joe Haas, senior vice president, senior private wealth advisory market leader, Milwaukee, has expanded his responsibilities to include Illinois, further connecting Associated's private wealth capabilities across Wisconsin and Chicago. * Dan McDermott, J.D., has been promoted to senior vice president, personal trust manager for Milwaukee, leading the Personal Trust team. In this role, he will be focused on delivering comprehensive advice, strengthening multigenerational client relationships, developing colleagues and partnering across Private Wealth and the broader bank to serve the evolving needs of the bank's clients across southeastern Wisconsin. * Matt Krutza, AWMA(R), joined the organization in July as senior vice president, Private Banking group manager for the Milwaukee market to further strengthen the bank's investment in its Private Wealth business and relationship-based approach to serving affluent clients. * Jeff Holt, CFA(R), joined the Investment Management team as a vice president, portfolio manager. Based in Milwaukee, Jeff brings over 20 years of investment management and research experience that will help advance the firm's investment management offerings across the region. * Amy Kahhat, senior vice president, Private Banking team leader, will provide concierge service, ensuring a high-touch, relationship-based approach to day-to-day management, complex banking requests, and custom credit solutions. "These appointments strengthen our ability to collaborate across functions and markets, bringing together private banking, wealth management and fiduciary expertise to better serve clients," said Jayne Hladio, executive vice president and president of Associated Bank Private Wealth. "They also add significant senior leadership experience to our team, helping us deepen relationships, connect clients to the right expertise and deliver a more coordinated experience across Milwaukee, Madison, Chicago and throughout our footprint." ABOUT ASSOCIATED BANC-CORP Associated Banc-Corp (NYSE: ASB) has total assets of approximately $52 billion and is the largest bank holding company based in Wisconsin. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from over 200 banking locations throughout Wisconsin, Illinois, Iowa, Minnesota, Missouri and Nebraska. The Company also operates loan production offices in Indiana, Kansas, Michigan, New York, Ohio and Texas. Associated Bank, N.A. is an Equal Housing Lender, Equal Opportunity Lender and Member FDIC. More information about Associated Banc-Corp is available at www.associatedbank.com.
Johnson Financial Group plans branch in Town of Brookfield. Aug 24, 2026 11:47 am Subscribe to BizTimes Daily - Local news about the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin. Racine-based Johnson Financial Group plans to build a new one-story, 8,669-square-foot branch with drive-thru lanes at 17740 W. Bluemound Road in the Town of Brookfield, according to plans submitted to the town's Plan Commission. The site includes a vacant building, formerly occupied by Don & Roy's Motorsports. All existing structures on the property, excluding the cell tower, would To continue reading this article... Logged in and still seeing this? Click here
RestoreMore establishes a permanent home in the City of Racine with SBA 504 financing. RCEDC helped connect RestoreMore with financing that supported its expansion, investment, and long-term success in the City of Racine. City of Racine, WI - Since 2015, RestoreMore, Inc. has provided homeowners and businesses throughout Southeastern Wisconsin with dependable restoration services following fire, water, and mold damage. Founded by Steve Schiele, the company offers 24/7 emergency response along with a comprehensive range of restoration solutions, including fire and smoke damage repair, water damage restoration, mold remediation, and professional cleaning services. As demand for its services continued to grow, RestoreMore invested in a permanent facility in the City of Racine by purchasing and renovating an existing building. The expansion established a long-term home for the company while positioning it for continued growth and service throughout the region. To help make the project possible, RCEDC partnered with Barry Fries, Vice President of Commercial Banking at Johnson Financial Group, to secure SBA 504 financing. Through the partnership, Johnson Financial Group provided 50% of the project financing, while RCEDC funded 40% through the SBA 504 loan program. The financing structure allowed RestoreMore to complete the purchase and renovation with just a 10% down payment while securing long-term, fixed-rate financing. This project demonstrates how strategic financing partnerships can help Racine County businesses invest in their future. By leveraging the SBA 504 loan program, RCEDC and Johnson Financial Group helped RestoreMore secure the capital needed to expand its operations and strengthen its long-term presence in the community.
Acts Housing announces 2026 Rock County Neighborhood Table honorees. * Acts Housing * July 28, 2026 Acts Housing is proud to announce the honorees for the 2026 Rock County Neighborhood Table, an evening dedicated to celebrating the people and partnerships making affordable homeownership possible throughout Rock County. The event, taking place on Tuesday, October 6, 2026, brings together community leaders, homeowners, supporters, and partners to recognize the individuals and organizations whose leadership has strengthened neighborhoods and expanded opportunities for local families. This year's honorees have each played a unique role in advancing Acts Housing's mission of helping families achieve lasting homeownership and build generational wealth. Legacy Prize: Hendricks Family Foundation. The Hendricks Family Foundation will receive the 2026 Legacy Prize in recognition of its transformative investment in bringing Acts Housing to Beloit. In 2019, the Foundation made a bold commitment that helped launch Acts Housing's work in Rock County. Beyond its financial support, the Hendricks Family Foundation leveraged its deep community relationships to establish a groundbreaking partnership between Acts Housing and the City of Beloit, creating a pathway for vacant, tax-foreclosed properties to become thriving family homes once again. Together, this collaboration has transformed 27 formerly tax-foreclosed properties into owner-occupied homes, returning them to the tax rolls, strengthening neighborhoods, and creating new opportunities for families to build generational wealth. Their vision, leadership, and commitment to the Beloit community continue to create lasting impact. Partner of the Year: Johnson Financial Group. The Partner of the Year Award will be presented to Johnson Financial Group for its outstanding partnership in expanding access to affordable homeownership throughout Rock County. Since Acts Housing launched in Beloit, Johnson Financial Group has worked alongside its team to develop financing solutions for buyers facing significant barriers to homeownership. Their commitment extends beyond mortgages. They share its belief that homeownership strengthens families, stabilizes neighborhoods, and creates lasting financial security. Over the past year, Johnson Financial Group has helped make homeownership possible for more than 10 Acts Housing families in Rock County. Their partnership demonstrates what can be accomplished when community-minded financial institutions and mission-driven organizations work together. Advocate of the Year: Sean & Veronica Chisholm. This year's Advocate of the Year Award recognizes Sean and Veronica Chisholm, whose inspiring homeownership journey has become a source of encouragement for families throughout the community. When the couple moved to Beloit in 1998, Sean promised Veronica that one day they would own a home. More than two decades later, that promise became reality when they purchased their first home through Acts Housing in 2022. Along the way, they worked diligently to improve their credit, eliminate debt, and build savings, demonstrating extraordinary perseverance and determination. Today, Sean and Veronica continue to share their story with others, showing that with commitment, preparation, and the right support, homeownership is possible. Join Acts Housing in celebrating. The Rock County Neighborhood Table is more than an awards ceremony. It is a celebration of the partnerships, perseverance, and community investment that are helping more families achieve the dream of homeownership. Acts Housing invite community members, partners, and supporters to join Acts Housing on Tuesday, October 6, 2026, as Acts Housing recognize these outstanding honorees and celebrate the growing impact of affordable homeownership throughout Rock County.
Johnson Financial Group: welcomes Sam Anhalt as assistant vice president wealth advisor. Madison, WI - May 1, 2026 - Sam Anhalt recently joined Johnson Financial Group's Wealth team as Assistant Vice President Wealth Advisor. With over a decade of experience in financial services, Sam brings a sharp, client-first approach to wealth building, retirement planning, estate planning and business succession - delivering the clarity and confidence clients deserve. His background spans wealth strategy, retirement and financial planning, estate planning and business succession planning, backed by his Series 6, Series 63 and Registered Investment Adviser Representative credentials. Sam looks forward to serving the Madison community and sits at Johnson Financial Group's downtown location at 10 E. Doty Street.