Wealth Advisor: Grow Your Book & Guide Clients

Associated Banc‑Corp; Saint Louis Park (MN); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Volunteer time off

Employee stock purchase plan

Well-being programs

Job summary

Associated Banc-Corp is seeking a Wealth Management Advisor to help clients identify financial goals through a holistic planning approach. You will work with branch teams and Wealth Management colleagues to deepen relationships and grow an established Minnesota territory using an existing book of business.

The role requires a Bachelor’s in Business or Finance, 3+ years in investment/insurance sales, and active licenses (Series 7, 63/65/66, Life/Health/Variable).

Qualifications

• Bachelor’s degree in Business or Finance.
• 3+ years of investment and insurance sales experience.
• Trailing production of $250,000-$400,000 from an existing, significant book of business.
• Demonstrated advisory or fee-based business development experience.
• Life, Health, and Variable Insurance License.
• Series 7 license.
• Series 63, Series 66, or Series 65 license.
• Must have access to reliable transportation and the ability to lawfully drive self, if applicable.

Responsibilities

• Advise clients and prospects by analyzing financial needs and objectives and recommending appropriate investment, insurance, advisory, and financial planning solutions.
• Use financial planning principles and tools, including MoneyGuide Pro, as the foundation for client profiling and planning conversations.
• Grow an existing book of business by developing new relationships through bank referrals, non-bank resources, proactive business development, and networking.
• Partner with branch teams, Private Banking, Personal Trust, and other Wealth Management colleagues to deliver coordinated solutions for clients.
• Maintain strong knowledge of investment products, insurance strategies, economic trends, capital markets, and the financial needs of the client segment served.
• Operate in full compliance with internal policies, procedures, applicable regulations, and laws.
• Achieve business objectives related to advisory business, financial planning, insurance, production, revenue growth, and other key performance metrics.
• Complete transaction documentation accurately and timely, while helping resolve trade processing or service-related issues.

Skills

Investment sales

Insurance sales

Client relationships

Finance knowledge

Regulatory compliance

Education

Bachelor's degree in Business or Finance

Tools

MoneyGuide Pro

Job description

Associated Banc-Corp is seeking a Wealth Management Advisor to help clients identify financial goals through a holistic planning approach. You will work with branch teams and Wealth Management colleagues to deepen relationships and grow an established Minnesota territory using an existing book of business.

The role requires a Bachelor’s in Business or Finance, 3+ years in investment/insurance sales, and active licenses (Series 7, 63/65/66, Life/Health/Variable).