Strategic Wealth Planner for HNW Clients

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

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