
Financial Advisor
STEVENS POINT, WIJobSeen todaySeen in employer's feed today
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Job overview
Associated Bank seeks a Financial Advisor to serve new and existing customers from its Stevens Point branch and surrounding areas. The advisor will provide financial planning and tailored investment and insurance advice, build client relationships, and grow an existing book of business. The role works with sales, banking, and Wealth Management teams to help clients achieve their financial goals.
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Full job description
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team-stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level. In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships. Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization. Key Accountabilities Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, makingappropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client. Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business. Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team-selling model. Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner. Collaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals. Education: Bachelor's Degree Business or Finance Required Experience: 3+ years ofadvisory/fee basedInvestment and insurance sales, growing a thriving book of business of $250,000 or more. Required 5+ years of... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/987E4A856DF34FEB
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