Wealth Advisor: Holistic Planning & Growth

Associated Bank; Sussex (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off to volunteer

Diversity-focused Colleague Resource G

Employee stock purchase plan

Well-being programs and incentives

Job summary

Associated Bank is seeking a Financial Advisor to help clients reach their financial goals through personalized investment, insurance, and planning solutions. 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 requires a Bachelor's in Business/Finance, 3+ years of sales, and relevant licenses; CFP/CFA preferred.

Qualifications

• Bachelor's degree in Business, Finance, or a 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.

Responsibilities

• 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.

Skills

Client relationships

Financial planning

Investment guidance

Insurance sales

Regulatory compliance

Education

Bachelor's degree in Business/Finance

CFP designation (preferred)

Tools

Series 7

Series 63/65/66

Life/Health/Variable Insurance License

Job description

Associated Bank is seeking a Financial Advisor to help clients reach their financial goals through personalized investment, insurance, and planning solutions. 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 requires a Bachelor's in Business/Finance, 3+ years of sales, and relevant licenses; CFP/CFA preferred.