Senior Wealth Advisor

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.

Key Accountabilities

• Develop and grow a portfolio of high net worth/ultra high net worth clients through referrals centers of influence and strategic networking.

• Lead client relationships by assessing needs building comprehensive plans and coordinating internal experts.

• Drive revenue growth across investments trust banking and planning services.

• Deliver holistic wealth advice including estate planning tax strategies and credit solutions.

• Maintain strong client retention through proactive engagement and high-quality service delivery.

• Ensure compliance with fiduciary standards regulatory requirements and internal policies.

• Track and manage pipeline activity using CRM tools to support business development goals.

• Mentor junior advisors and contribute to team development and market leadership.

Education & Experience
Required:

• Bachelors degree in Business Finance or related field (or equivalent experience)

• 10 years of experience in private wealth private banking or trust/estate advisory

• Proven track record in business development client retention and revenue growth

• Strong expertise in relationship management and consultative sales

• At least one certification: CFP CHFC CWS CTFA or FINRA Series 7/66

Preferred:

• Masters degree in Business Finance or related field

• Advanced experience managing complex UHNW client relationships

• Leadership experience mentoring or managing advisors

Why Youll Love Working Here
At Associated Bank youll join a collaborative client-focused culture that values expertise integrity and innovation. Youll have access to robust resources cross-functional partnerships and opportunities to grow your career while making a meaningful impact for clients.

We welcome and encourage applications from all qualified parties including but not limited to people returning to the workforce people with disabilities those without a college degree and veterans or those with military experience.

In addition to core traditional benefits we take pride in offering benefits for every stage of life.

• 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-focusedColleague Resource Groups.

• Competitive salaries with professional development and advancement opportunities.

• Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.

• Personal banking loan investmentand insurance benefits.

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 our community onFacebookLinkedInandX.

Compliance Statement

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.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.