2027 Wealth Management Development Program (Milwaukee, WI)

Associated Bank - Corp; Milwaukee (WI); On-site; USD 26,000 - 44,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Colleague Resource Groups

Competitive salaries with development/

Well-being programs and incentives

Parental leave

Employee stock purchase plan

Military benefits

Personal banking, loans, investments &

Job summary

Associated Bank invites you to join its 12-month Wealth Management Development Program as a 2027 Wealth Management Trainee. You'll rotate through Private Wealth disciplines, support real client work across financial planning, private banking, portfolio management, and trust services, and build knowledge for a long-term career in wealth management.

The program begins May 24, 2027, in Milwaukee, WI, offering mentorship, hands-on experience, and opportunities to pursue professional certifications

Qualifications

• Bachelor's degree in business or related field required.
• Obtain applicable professional certifications and/or securities licenses within 3-5 years.

Responsibilities

• Learn Private Wealth environment including financial planning, investment management, private banking, trust services, retirement services, and wealth strategy delivery.
• Rotate through multiple Private Wealth disciplines to gain broad exposure to products and client solutions.
• Support real client work including financial plan development, cash flow analysis, credit presentations, and investment research support.
• Collaborate with financial planners, portfolio managers, private bankers, trust professionals, credit specialists, retirement plan consultants.

Skills

Strong communication skills

Initiative & organization

Education

Bachelor's degree in business, finance, accounting, economics, financial planning, investments or related field

CFP/CFA/Series 7/66/Life Health LTCI licenses within 3-5 years

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

About Our Wealth Management Development Program

Build your foundation for a career in wealth management. During Associated Bank's 12-month Wealth Management Development Program, you'll combine hands-on experience with dedicated training, projects and rotations across key areas of wealth management. You'll build connections with peers, mentors and experienced colleagues while gaining exposure to how we help clients plan for and achieve their financial goals. Throughout the program, you'll put what you're learning into practice, explore different areas of the business and build the knowledge, confidence and experience to pursue future opportunities in wealth management at Associated Bank.

Join Associated Bank as a 2027 Wealth Management Trainee, where you'll rotate through multiple Private Wealth disciplines and gain hands-on experience supporting real client work across financial planning, private banking, portfolio management, custom credit, trust, and retirement plan services. You'll contribute to actual client cases, develop an understanding of comprehensive wealth strategies, and explore a variety of career paths within Private Wealth while building the knowledge and experience needed for long-term success.

This role is located in Milwaukee, WI. The Wealth Management Development Program begins on May 24, 2027.

Key Accountabilities

• Learn and understand the Private Wealth environment, including financial planning, investment management, private banking, trust services, retirement services, and wealth strategy delivery.
• Rotate through multiple Private Wealth disciplines to gain broad exposure to wealth management products, services, and client solutions.
• Support real client work, including financial plan development, cash flow analysis, credit presentations, investment research support, and other discipline-specific responsibilities.
• Collaborate with financial planners, portfolio managers, private bankers, trust professionals, credit specialists, retirement plan consultants, and other subject matter experts.
• Build relationships and professional networks across the Milwaukee market and broader Private Wealth organization.
• Expand knowledge and expertise through ongoing specialized training, mentorship, and professional development opportunities.
• Complete required program training and assignments while working toward professional certifications and licenses aligned with long-term career goals.
• Demonstrate initiative, professionalism, organization, and effective communication throughout each rotation while contributing to team objectives and client outcomes.

Education & Experience

Required

• Bachelor's degree in business administration, Finance, Accounting, Economics, Financial Planning, Investments, or a related field.
• Obtain applicable professional certification(s) and/or securities and insurance licenses aligned to career path (e.g., CFP, CFA, Series 7/66, Life, Health & LTCI) within 3-5 years.

Preferred

• Internship experience in Private Wealth, Financial Planning, Investments, Wealth Management, Banking, or a related financial services field.
• Strong communication skills.
• Demonstrated initiative, organization, and time management skills.

At Associated Bank, you'll be part of a supportive, growth-focused team that values your contributions and invests in your development. We offer meaningful career paths, community engagement opportunities, and a culture built on respect and teamwork.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success.

Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence (\"AI\") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position.

AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please [e-mail] you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$18.84 - $32.30 per hour