Wealth Advisor: Grow Clients with Holistic Planning

Associated Banc‑Corp; Town of Oconomowoc (WI); Vor Ort; USD 48.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k) and Pension plans

Volunteer time off

Employee stock purchase plan

Zusammenfassung

Associated Bank is seeking a Financial Advisor to help clients achieve financial goals through personalized investment, insurance, and financial planning solutions. You’ll 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.

This role requires Series 7, Series 63/65/66, Life, Health, and Variable Insurance licenses, a bachelor’s degree in business/finance, and 3+

Qualifikationen

• Bachelor's degree in Business, Finance, or a related field.
• 3+ years of investment and insurance sales experience.
• Demonstrated success developing advisory and fee-based business.

Aufgaben

• 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.

Kenntnisse

Client relationship building

Financial planning

Communication

Ausbildung

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

Jobbeschreibung

Associated Bank is seeking a Financial Advisor to help clients achieve financial goals through personalized investment, insurance, and financial planning solutions. You’ll 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.

This role requires Series 7, Series 63/65/66, Life, Health, and Variable Insurance licenses, a bachelor’s degree in business/finance, and 3+