Wealth Advisor

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

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

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, employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

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.

$131,460.00 - $225,360.00 per year