Growth-Focused Virtual Financial Advisor

Associated Bank; Neenah (WI); On-site; USD 30,000 - 51,000; Full time

Job summary

Associated Bank is seeking a Virtual Financial Advisor to deepen client relationships by conducting investment reviews, identifying opportunities, and delivering tailored financial solutions. You will engage clients via phone, video, and occasional in-person meetings, supporting growth through proactive outreach and referrals.

The role emphasizes a strong development path with clear goals, client education, and future growth in financial advising, offering a career track within a collaborative

Qualifications

• Associate degree or equivalent in Business, Finance, Accounting, or a related field.
• 5+ years of brokerage, investments, or financial services experience.
• Series 7 license.
• Series 63 and 65 licenses, or Series 66 license.
• Life and Health Insurance license.

Responsibilities

• Proactively engage clients to conduct investment reviews and deepen relationships.
• Deliver investment guidance aligned with client goals and regulatory standards.
• Own client relationships within the Guidance Center model with clear service expectations.
• Achieve sales and growth goals and participate in incentive programs.
• Collaborate with branch partners and internal teams to support cross-sell opportunities.

Skills

Relationship management

Consultative sales

Client education

Education

Associate degree or equivalent in Business/Finance

Bachelor’s degree in Business/Finance (preferred)

Job description

Associated Bank is seeking a Virtual Financial Advisor to deepen client relationships by conducting investment reviews, identifying opportunities, and delivering tailored financial solutions. You will engage clients via phone, video, and occasional in-person meetings, supporting growth through proactive outreach and referrals.

The role emphasizes a strong development path with clear goals, client education, and future growth in financial advising, offering a career track within a collaborative