Wealth Advisor: Grow Your Book of Business

Associated Banc‑Corp; Minnesota; Presencial; USD 43.200 - 52.800; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) and Pension plans

Paid time off to volunteer

Professional development opportunities

Employee stock purchase plan

Descripción de la vacante

Associated Banc‑Corp is seeking a Financial Advisor in Minnesota to help clients reach financial goals through a holistic planning approach. The candidate will have access to a full suite of financial planning and investment solutions while collaborating with branch teams and Wealth Management colleagues.

With responsibilities including advising clients and managing relationships, this role requires a Bachelor’s degree, various licensing, and significant experience in investment and insurance sales.

Formación

• 3+ years of investment and insurance sales experience.
• Demonstrated advisory or fee-based business development experience.
• 5+ years of investment and insurance sales experience preferred.

Responsabilidades

• Help clients identify financial goals through a holistic planning approach.
• Partner closely with branch teams and Wealth Management colleagues.
• Maintain strong knowledge of investment products and market trends.

Conocimientos

Investment and insurance sales

Financial planning

Business development

Client relationship management

Educación

Bachelor’s degree in Business or Finance

Life, Health, and Variable Insurance License

Series 7 license

Herramientas

MoneyGuide Pro

Descripción del empleo

Associated Banc‑Corp is seeking a Financial Advisor in Minnesota to help clients reach financial goals through a holistic planning approach. The candidate will have access to a full suite of financial planning and investment solutions while collaborating with branch teams and Wealth Management colleagues.

With responsibilities including advising clients and managing relationships, this role requires a Bachelor’s degree, various licensing, and significant experience in investment and insurance sales.