Wealth Advisor – Grow Your Book & Client Impact

Associated Bank - Corp; Town of Oconomowoc (WI); On-site; USD 48,000 - 120,000; Full time

Job summary

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

This role offers the chance to advance within a collaborative wealth management environment.

Qualifications

• Bachelor’s degree in Business, Finance, or related field is required.
• Licenses in Series 7 and at least one of Series 63/65/66 are required.
• Life, Health, and Variable Insurance licenses are required.
• CFP or CFA designations are preferred for advanced planning.
• Experience building advisory and fee-based business.

Responsibilities

• Help clients achieve financial goals through investment, insurance, and planning solutions.
• Build and deepen client relationships and grow an established book of business.
• Collaborate with banking and wealth management partners to deliver a comprehensive client experience.
• Travel within the assigned market as needed for client meetings.

Skills

Relationship management

Business development

Financial planning

Communication skills

Travel willingness

Education

Bachelor's degree in Business/Finance

Series 7 license

Series 63/65/66 licenses

Life, Health, and Variable Insurance License

CFP designation

CFA designation

Job description

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

This role offers the chance to advance within a collaborative wealth management environment.