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About the Role

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.

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.

Requirements

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.
This position requires a criminal background and credit check because it is a FINRA-registered role.

Skills

Financial planning
Investment guidance
Insurance solutions
Business development
Referral partnerships
Wealth management
Client relationship management

Location

Wisconsin
Illinois
Minnesota
Missouri

Work Type

Full-time

Experience Level

3+ years
5+ years

Education Level

Bachelor's degree in Business, Finance, or a related field.
Certified Financial Planner (CFP®) designation.
Chartered Financial Analyst (CFA®) designation.

Salary/Compensations

$48,000.00 per year (monthly draw)
Generous commissions based on sales volume

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.

About the Company

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

Equal Opportunity

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Associated Banc-Corp participates in the E-Verify Program.
Associated Bank is Pay Transparency compliant.