Wealth Advisor: Grow Clients with Holistic Planning

Associated Banc‑Corp; Summit Center (WI); On-site; USD 60,000 - 140,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Paid time off

Employee stock purchase plan

Diversity groups

Job summary

Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. You will build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience.

In this role, you will expand advisory and fee-based services, maintain expertise in current market trends, and ensure regulatory

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 3+ years of investment and insurance sales experience.
• CFP or CFA designation preferred.

Responsibilities

• Develop and strengthen client relationships by delivering holistic financial planning and investment guidance.
• Analyze clients’ financial goals, needs, and risk tolerance to recommend tailored investment and insurance solutions.
• Grow advisory, financial planning, and insurance business through proactive business development and referral partnerships.
• Partner with banking, trust, and private banking colleagues to deliver comprehensive wealth management solutions.
• Maintain expertise in investment products, insurance strategies, market trends, and financial planning best practices.
• Ensure all client transactions and documentation are completed accurately and in compliance with regulatory requirements.
• Support and educate bank associates to strengthen referral opportunities and client engagement.
• Deliver exceptional service that enhances client satisfaction, retention, and long-term loyalty.

Job description

Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. You will build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience.

In this role, you will expand advisory and fee-based services, maintain expertise in current market trends, and ensure regulatory