Remote Financial Advisor - Grow Client Relationships

Associated Bank - Corp; Minneapolis (MN); On-site; USD 30,000 - 51,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Paid time off

Job summary

Associated Bank is seeking a Virtual Financial Advisor to deepen client relationships through investment reviews and tailored financial solutions. The role emphasizes proactive outreach, warm referrals, and consultative sales, with a clear development path for growth in financial advising.

The position involves delivering guidance across client goals and risk tolerances within the Guidance Center model, while collaborating with branch partners and other Financial Advisors.

Qualifications

• Associate degree or equivalent combination of education and experience 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 assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.
• Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.
• Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.
• Achieve assigned sales and growth goals while participating in incentive compensation programs.
• Manage warm referrals from branch partners and internal teams within defined service timeframes.
• Collaborate with business partners to support cross-sell opportunities and holistic client solutions.
• Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.
• Partner with Financial Advisors to develop sales, book-management, and relationship-building skills for future growth opportunities.

Education

Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field

Bachelor's degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field

Job description

Associated Bank is seeking a Virtual Financial Advisor to deepen client relationships through investment reviews and tailored financial solutions. The role emphasizes proactive outreach, warm referrals, and consultative sales, with a clear development path for growth in financial advising.

The position involves delivering guidance across client goals and risk tolerances within the Guidance Center model, while collaborating with branch partners and other Financial Advisors.