Wealth Advisor: Growth, Planning & Impact

Associated Bank - Corp; Saint Louis Park (MN); On-site; USD 43,200 - 52,800; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off for volunteering

Professional development opportunities

Well-being programs and incentives

Job summary

Associated Bank - Corp is seeking a Financial Advisor to assist clients in achieving their financial goals through a comprehensive planning approach. This role involves partnering with branch teams and other Wealth Management professionals to enhance client relationships and manage an established territory in Minnesota.

Ideal candidates will possess a bachelor’s degree in business or finance, along with several years of experience in investment and insurance sales. The position offers a competitive compensation structure including base pay and commissions.

Qualifications

• 3+ years of investment and insurance sales experience.
• Trailing production of $250,000-$400,000 from an existing book of business.
• Life, Health, and Variable Insurance License required.

Responsibilities

• Help clients identify financial goals through holistic planning.
• Grow relationships through bank referrals and proactive business development.
• Maintain knowledge of investment products and capital markets.

Skills

Client financial analysis

Investment recommendations

Networking and business development

Regulatory compliance

Education

Bachelor's degree in Business or Finance

Tools

MoneyGuide Pro

Job description

Associated Bank - Corp is seeking a Financial Advisor to assist clients in achieving their financial goals through a comprehensive planning approach. This role involves partnering with branch teams and other Wealth Management professionals to enhance client relationships and manage an established territory in Minnesota.

Ideal candidates will possess a bachelor’s degree in business or finance, along with several years of experience in investment and insurance sales. The position offers a competitive compensation structure including base pay and commissions.