Wealth Advisor: Grow Your Book & Earn Generous Commissions

Associated Bank - Corp; Sussex (WI); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Retirement savings plans (401(k) & P)

Volunteer time off

Diversity-focused Colleague Resource G

Zusammenfassung

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.

This is an excellent opportunity for an experienced advisor looking to expand their impact and grow within a collaborative wealth

Qualifikationen

• Bachelor's degree in Business, Finance, or related field.
• 3+ years of investment and insurance sales experience.
• Demonstrated success developing advisory and fee-based business.
• Existing significant book of business with trailing annual production of approximately $250,000+.

Aufgaben

• 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.

Kenntnisse

Client relationships

Financial planning

Sales experience

Communication skills

Ausbildung

Bachelor's degree in Business/Finance

Series 7 license

Series 63/65/66 licenses

Life/Health/Variable Insurance License

Tools

CRM (Salesforce)

Jobbeschreibung

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.

This is an excellent opportunity for an experienced advisor looking to expand their impact and grow within a collaborative wealth