Senior Wealth Planner & Trusted Advisor

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

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