Senior Wealth Planner

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

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Colleague Resource Groups

Job summary

Associated Bank seeks a seasoned wealth planning professional to partner with wealth advisors and bankers, delivering customized planning strategies for high-net-worth clients. You will present sophisticated financial solutions and collaborate with attorneys, accountants, and other experts to coordinate comprehensive client outcomes.

The role requires a strong track record in wealth management, relationship-building, and consultative sales, with licenses such as Series 7 and CFP or CWS

Qualifications

• Bachelor's degree in Business, Finance, or a related field or equivalent combination of education and experience.
• CFP® (Certified Financial Planner) or CWS® (Certified Wealth Strategist) designation by start date.
• Strong relationship-building, presentation, and consultative sales skills.
• Experience with high-net-worth individuals, business owners, and executive-level clients.

Responsibilities

• 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.

Skills

Wealth planning

Relationship management

Cross-functional collaboration

Financial solutions

Client presentations

Education

Bachelor's degree in Business/Finance

CFP or CWS designation

Series 7 securities license

CPA designation

Life, Accident & Health Insurance License

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.

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.

Benefits

• 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.

Equal Opportunity 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.

Compliance Statement

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.

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.

Pay Range

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

Why Join Us

At Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.

What does it mean to be #RootedHere? For us, it means having a career that grows with you. We think you'll like the opportunities available at Associated Bank.