Senior Wealth Planner

Associated Bank; Chicago (IL); On-site; USD 139,000 - 239,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off to volunteer

Employee stock purchase plan

Job summary

Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals. In this role, you’ll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth.

This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful impact across the

Qualifications

• Bachelor's degree in Business, Finance, or related field; equivalent experience.
• 4+ years in wealth planning, financial planning, or related advisory role.
• Strong knowledge of advanced financial planning concepts, investments, insurance, and tax planning.
• CFP or CWS designation by start date.
• Strong relationship-building, presentation, and consultative sales skills.

Responsibilities

• Identify and pursue new business opportunities with high-net-worth clients and prospects.
• Develop customized wealth planning strategies, including estate, business succession, executive compensation, insurance, and wealth transfer planning.
• Present planning recommendations and financial solutions that help clients achieve their long-term goals.
• Collaborate with attorneys, accountants, and other professional advisors to coordinate comprehensive client solutions.
• Drive relationship growth by identifying cross-sell opportunities across investment management, banking, insurance, and trust services.
• Serve as a subject matter expert on complex financial planning concepts, tax considerations, and wealth strategies.
• Deliver educational presentations and thought leadership events to clients, prospects, and internal teams.
• Maintain strong prospect and client pipelines through proactive follow-up and relationship management.

Skills

Relationship-building

Presentation

Consultative sales

Financial planning

Education

Bachelor's degree in Business/Finance

CFP or CWS designation

Tools

Financial planning software

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals. In this role, you’ll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful impact across the organization.

Key Accountabilities

• Partner with wealth advisors and bankers to identify and pursue new business opportunities with high-net-worth clients and prospects.
• Develop customized wealth planning strategies, including estate, business succession, executive compensation, insurance, and wealth transfer planning.
• Present planning recommendations and financial solutions that help clients achieve their long-term goals.
• Collaborate with attorneys, accountants, and other professional advisors to coordinate comprehensive client solutions.
• Drive relationship growth by identifying cross-sell opportunities across investment management, banking, insurance, and trust services.
• Serve as a subject matter expert on complex financial planning concepts, tax considerations, and wealth strategies.
• Deliver educational presentations and thought leadership events to clients, prospects, and internal teams.
• Maintain strong prospect and client pipelines through proactive follow-up and relationship management.

Education & Experience

Required

• Bachelor's degree in Business, Finance, or a related field, or equivalent combination of education and experience.
• 4+ years of experience in wealth planning, financial planning, wealth management, or a related advisory role.
• Strong knowledge of advanced financial planning concepts, investment solutions, insurance strategies, and tax planning considerations.
• CFP® (Certified Financial Planner) or CWS® (Certified Wealth Strategist) designation by start date.
• Strong relationship-building, presentation, and consultative sales skills.

Preferred

• Life, Accident & Health Insurance License.
• Series 7 securities license.
• CPA designation.
• Experience working with high-net-worth individuals, business owners, and executive-level clients.
• Experience using financial planning software and developing complex planning recommendations.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [e-mail] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$139,370.00 - $238,920.00 per year