Wealth Advisor

Associated Banc‑Corp; Omaha (NE); On-site; USD 131,000 - 225,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off for volunteering

Diversity-focused Colleague Resource-G

Professional development opportunities

Employee stock purchase plan

Parental leave and family benefits

Military benefits

Job summary

Associated Bank is seeking a Senior Private Wealth Advisor to lead end-to-end engagements with high-net-worth clients in the Omaha region. You will develop tailored wealth strategies spanning investments, lending, estate planning, and philanthropy while coordinating with internal specialists to deliver holistic solutions.

The ideal candidate has extensive experience in private wealth and a proven track record in business development and client retention, supported by appropriate licenses.

Qualifications

• Bachelor’s degree required 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/certifications: CFP, ChFC, CWS, CTFA, FINRA Series 7/66.
• Master’s degree preferred in Business or Finance.

Responsibilities

• Drive new business by sourcing high net worth prospects through referrals and community engagement.
• Manage and grow a portfolio of client relationships with high retention and satisfaction.
• Lead comprehensive wealth planning including investments, lending, estate planning, and philanthropy.
• Partner with internal specialists to deliver coordinated client solutions.
• Conduct regular reviews, monitor performance, and adjust strategies to evolving needs.
• Ensure compliance with fiduciary standards and regulatory requirements.

Education

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

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

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

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

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.

Company Culture

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

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.

EEO / DEI and Inclusive Recruiting

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.

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 and Assistance

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [e-mail] if you need an accommodation at any time during the 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 and Locations

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

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri.