Associated Bank · 1 week ago
Financial Advisor
Wausau-SP Area
Full-time
Onsite
Mid, Senior Level
3+ years expAssociated Bank is committed to creating an inclusive culture where different perspectives are valued. They are seeking a Financial Advisor to provide quality financial planning services and tailored investment and insurance advice to clients while building strong relationships.
BankingFinancial ServicesWealth Management
Responsibilities
Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate 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
Qualification
Required
Bachelor's Degree Business or Finance
3+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $250,000 or more
Life, Health and Variable Insurance License
Series 7-Stockbroker Exam
Other Series 63 / Series 66 or Series 65
Must have access to reliable transportation and the ability to lawfully drive self, if applicable
Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams
All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4
Preferred
5+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more
CFP-Certified Financial Planner
CFA-Charted Financial Analyst
Benefits
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Company
Associated Bank
Associated Bank offers deposit and loan products.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$300M2024-11-14Post Ipo Equity· $300M
1978-01-13IPO
Leadership Team
Andy Harmening
President and CEO
P
Philip B. Flynn
President, Director & CEO
Recent News
2025-12-05
2025-12-03
Company data provided by crunchbase