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Financial Advisor

ASSOCIATED BANK NA

SUSSEX, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
SUSSEX, WI
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Series 7 LicenseSeries 63, 65, Or 66 LicenseLife, Health, And Variable Insurance LicenseBachelor's degree

Job overview

Associated Bank seeks an experienced Financial Advisor to help clients achieve financial goals through personalized investment, insurance, and financial planning solutions. The advisor will build client relationships, grow an established book of business, and collaborate with banking and wealth management partners. The role offers an opportunity to expand impact within a collaborative wealth management environment.

Skills & qualifications

RequiredNice to have

Skills

Financial PlanningInvestment GuidanceInvestment SalesInsurance SalesAdvisory Business DevelopmentFee-Based Business DevelopmentClient Relationship DevelopmentInvestment Product KnowledgeInsurance StrategiesMarket TrendsRegulatory ComplianceReliable TransportationTravel

Qualifications

Bachelor's in Business, Finance, or Related Field3+ Years Investment and Insurance Sales ExperienceSignificant Book of Business$250,000+ Annual ProductionSeries 7 LicenseSeries 63, 65, or 66 LicenseLife, Health, and Variable Insurance License

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. Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll 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 is an excellent opportunity for an experienced advisor looking to expand their impact and grow within a collaborative wealth management environment. 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. Education & ExperienceRequired 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... 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/9006D0F4DCA84F62

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