Financial Advisor: Grow Your Book - Draw + Commissions

Associated Bank - Corp; Watertown (WI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Retirement savings: 401(k) and Pension

Paid time off to volunteer

Diversity-focused Colleague Resource-G

Competitive salaries with development

Bonus benefits incl. well-being, leave

Employee stock purchase plan

Personal banking, loan, investment and

Job summary

Associated Bank seeks a Financial Advisor to help clients reach goals through personalized investment, insurance, and financial planning solutions. You will build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience.

This is an excellent opportunity for an experienced advisor looking to expand their impact within a collaborative wealth management environment, with a focus on

Qualifications

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

Responsibilities

• Build and deepen client relationships to grow an established book of business.
• Collaborate with banking and wealth management partners to deliver a comprehensive client experience.
• Provide personalized investment, insurance, and financial planning solutions to clients.

Skills

Investment sales

Insurance sales

Client relationships

Education

Bachelor's degree in Business/Finance

Series 7 license

Series 63/65/66 licenses

Life/Health/Variable Insurance License

Job description

Associated Bank seeks a Financial Advisor to help clients reach goals through personalized investment, insurance, and financial planning solutions. You will build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience.

This is an excellent opportunity for an experienced advisor looking to expand their impact within a collaborative wealth management environment, with a focus on