Senior Private Wealth Advisor – HNW/UHNW Clients

Associated Banc‑Corp; Omaha (NE); On-site; USD 131,000 - 225,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off for volunteering

Diversity-focused Colleague Resource-G

Professional development opportunities

Employee stock purchase plan

Parental leave and family benefits

Military benefits

Job summary

Associated Bank is seeking a Senior Private Wealth Advisor to lead end-to-end engagements with high-net-worth clients in the Omaha region. You will develop tailored wealth strategies spanning investments, lending, estate planning, and philanthropy while coordinating with internal specialists to deliver holistic solutions.

The ideal candidate has extensive experience in private wealth and a proven track record in business development and client retention, supported by appropriate licenses.

Qualifications

• Bachelor’s degree required or equivalent experience.
• 7+ years of experience in private wealth, private banking, or trust/estate advisory.
• Proven success in business development, client retention, and relationship management.
• At least one of the following licenses/certifications: CFP, ChFC, CWS, CTFA, FINRA Series 7/66.
• Master’s degree preferred in Business or Finance.

Responsibilities

• Drive new business by sourcing high net worth prospects through referrals and community engagement.
• Manage and grow a portfolio of client relationships with high retention and satisfaction.
• Lead comprehensive wealth planning including investments, lending, estate planning, and philanthropy.
• Partner with internal specialists to deliver coordinated client solutions.
• Conduct regular reviews, monitor performance, and adjust strategies to evolving needs.
• Ensure compliance with fiduciary standards and regulatory requirements.

Education

Bachelor’s degree in Business, Finance, or related field (or equivalent experience)

Master’s degree in Business, Finance, or related field

CFP, ChFC, CWS, CTFA, or FINRA Series 7/66

Job description

Associated Bank is seeking a Senior Private Wealth Advisor to lead end-to-end engagements with high-net-worth clients in the Omaha region. You will develop tailored wealth strategies spanning investments, lending, estate planning, and philanthropy while coordinating with internal specialists to deliver holistic solutions.

The ideal candidate has extensive experience in private wealth and a proven track record in business development and client retention, supported by appropriate licenses.