Wealth Advisor

associatedbank; Omaha (NE); On-site; USD 131,000 - 225,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Paid time off

Professional development

Job summary

Associated Bank seeks a Senior Wealth Advisor to manage end-to-end client relationships and deliver tailored wealth strategies across investments, banking, and trust services. You will collaborate with specialists to provide integrated solutions and growth through business development.

The role emphasizes financial stewardship, regulatory compliance, and proactive client engagement, with strong opportunities for advancement within Wealth Management.

Qualifications

• Bachelor’s degree in Business, Finance, or related field (or equivalent experience).
• 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 CFP, ChFC, CWS, CTFA, or FINRA Series 7/66.

Responsibilities

• Drive new business by sourcing and converting high net worth prospects through referrals, COIs, and community engagement.
• Manage and grow a portfolio of client relationships, ensuring high retention and satisfaction.
• Lead comprehensive wealth planning strategies, including investments, lending, estate planning, and philanthropy.
• Partner with internal specialists to deliver coordinated, holistic client solutions.
• Conduct regular client reviews, monitor performance, and adjust strategies to meet evolving needs.
• Ensure fiduciary compliance with regulatory requirements and internal policies.
• Track pipeline activity and client data using CRM tools to support growth and reporting.

Skills

Client relationship management

Business development

Wealth planning

CRM tools

Communication skills

Education

Bachelor’s degree in Business/Finance

CFP / ChFC / CWS / CTFA / FINRA Series 7/66

Master’s degree (preferred)

Tools

CRM systems

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.

Serve as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You’ll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across investments, banking, and trust services. This role offers strong growth potential through business development and deep client engagement.

Key Accountabilities

• Drive new business by sourcing and converting high net worth/ultra high net worth prospects through referrals, COIs, and community engagement.
• Manage and grow a portfolio of client relationships, ensuring high retention and satisfaction.
• Lead comprehensive wealth planning strategies, including investments, lending, estate planning, and philanthropy.
• Partner with internal specialists to deliver coordinated, holistic client solutions.
• Conduct regular client reviews, monitor performance, and adjust strategies to meet evolving needs.
• Ensure compliance with fiduciary standards, regulatory requirements, and internal policies.
• Track pipeline activity and client data using CRM tools to support growth and reporting.

Education & Experience

Required:

• Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
• 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

Preferred

• Master’s degree in Business, Finance, or related field

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

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, anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand 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.

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

Associated Bank isPay 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.

$131,460.00 - $225,360.00 per year