Commission-Based Financial Advisor – Grow Client Wealth

Associated Bank; Watertown (TN); On-site; USD 81,000 - 99,000; Full time

Job summary

Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. Build and deepen client relationships while growing an established book of business and collaborating with banking and wealth management partners.

The ideal candidate will have a Bachelor's degree, multiple FINRA licenses (Series 7, 63/65/66) and Life/Health/Variable Insurance, with a proven track record in advisory and

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 3+ years of investment and insurance sales experience.
• Series 7, Series 63/65/66 licenses.
• Life, Health, and Variable Insurance License.
• Existing significant book of business with trailing annual production of approximately $250,000+.
• Reliable transportation and ability to travel throughout the assigned market.

Responsibilities

• Develop and strengthen client relationships through holistic financial planning and investment guidance.
• Analyze clients’ goals, needs, and risk tolerance to tailor investment and insurance solutions.
• Grow advisory, financial planning, and insurance business via proactive development and referrals.
• Collaborate with banking, trust, and private banking teams to deliver wealth management solutions.
• Maintain expertise in investment products, insurance strategies, market trends, and planning best practices.
• Ensure all client transactions and documentation are compliant and accurate.
• Educate bank associates to strengthen referrals and client engagement.
• Deliver exceptional service enhancing satisfaction, retention, and loyalty.

Skills

Client relationship management

Financial planning

Sales experience

Regulatory compliance

Communication skills

Education

Bachelor's degree in Business/Finance

Series 7 license

Series 63/65/66 licenses

Life, Health, and Variable Insurance License

Job description

Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. Build and deepen client relationships while growing an established book of business and collaborating with banking and wealth management partners.

The ideal candidate will have a Bachelor's degree, multiple FINRA licenses (Series 7, 63/65/66) and Life/Health/Variable Insurance, with a proven track record in advisory and