UHNW Wealth Advisor: End-to-End Planning & Growth

Associated Bank - Corp; Omaha (NE); On-site; USD 131,460 - 225,360; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off to volunteer

Diversity-focused Colleague Resource Groups

Professional development opportunities

Bonus benefits including well-being programs

Personal banking and investment benefits

Job summary

Associated Bank - Corp in Omaha, Nebraska is seeking a primary advisor for high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that ensure financial success. This role involves driving business development and managing client relationships, with a focus on compliance and performance oversight.

Candidates should have at least 7 years of experience in private wealth or banking and hold relevant licenses. Benefits include competitive salary and retirement savings plans, alongside professional development opportunities.

Qualifications

• 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 or certifications: CFP, ChFC, CWS, CTFA, or FINRA Series 7/66.

Responsibilities

• Drive new business by sourcing high net worth prospects.
• Manage a portfolio of client relationships with high retention rates.
• Lead comprehensive wealth planning including estate planning.

Skills

Business development

Client relationship management

Wealth planning strategies

Fiduciary compliance

Education

Bachelor's degree in Business, Finance, or related field

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

Tools

CRM tools

Job description

Associated Bank - Corp in Omaha, Nebraska is seeking a primary advisor for high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that ensure financial success. This role involves driving business development and managing client relationships, with a focus on compliance and performance oversight.

Candidates should have at least 7 years of experience in private wealth or banking and hold relevant licenses. Benefits include competitive salary and retirement savings plans, alongside professional development opportunities.