Remote Wealth Advisor: Client Growth & Guidance

associatedbank; Green Bay (WI); On-site; USD 30,000 - 51,000; Full time

Job summary

Associated Bank is seeking a Virtual Financial Advisor to deepen relationships with clients by conducting investment reviews and delivering tailored financial solutions. You will engage assigned and referred clients, identify opportunities to grow assets, and provide high-quality service via phone, video, and occasional in-person meetings.

The role emphasizes proactive outreach, consultative sales, and collaboration with Financial Advisors to build a strong book of business and advance toward

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.

Skills

Brokerage experience

Investments

Financial services

Education

Associate degree

Bachelor's degree

Job description

Associated Bank is seeking a Virtual Financial Advisor to deepen relationships with clients by conducting investment reviews and delivering tailored financial solutions. You will engage assigned and referred clients, identify opportunities to grow assets, and provide high-quality service via phone, video, and occasional in-person meetings.

The role emphasizes proactive outreach, consultative sales, and collaboration with Financial Advisors to build a strong book of business and advance toward