Wealth Advisor: Grow Your Client Book with Commission

Associated Bank; Town of Oconomowoc (WI); Vor Ort; USD 48.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k) and Pension

Commissions-based pay

Medical coverage

Professional development

Zusammenfassung

Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and 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 role offers opportunities to expand expertise within a collaborative wealth management environment, with a focus on regulatory compliance and

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+.
• Series 7 license.
• Series 63, Series 65, or Series 66 license.
• Life, Health, and Variable Insurance License.
• Reliable transportation and ability to travel throughout the assigned market.

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.
• Partner with banking, trust, and private banking colleagues to deliver comprehensive wealth management solutions.
• Maintain expertise in investment products, insurance strategies, market trends, and financial planning best practices.
• Ensure all client transactions and documentation are completed accurately and in compliance with regulatory requirements.
• Support and educate bank associates to strengthen referral opportunities and client engagement.
• Deliver exceptional service that enhances client satisfaction, retention, and long-term loyalty.

Ausbildung

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

3+ years of investment and insurance sales experience

Series 7 license

Series 63/65/66 licenses

Life, Health, and Variable Insurance License

Jobbeschreibung

Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and 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 role offers opportunities to expand expertise within a collaborative wealth management environment, with a focus on regulatory compliance and