Financial Advisor Oconomowoc
Job Location:
Summit, WA - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
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 this role youll 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 & Experience
Required
- Bachelors 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 $250000.
- 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.
Preferred
- 5 years of investment and insurance sales experience.
- Existing significant book of business with trailing annual production of approximately $400000.
- Advanced financial planning expertise and advisory business development experience.
- Certified Financial Planner (CFP) designation.
- Chartered Financial Analyst (CFA) designation.
Note: This position requires a criminal background and credit check because it is a FINRA-registered role.
Why Youll Love Working Here
At Associated Bank youll join a collaborative team that values relationship building professional growth and client-centered advice. Youll have opportunities to expand your expertise partner with experienced wealth management professionals and make a meaningful difference in the financial lives of your clients. Apply today to make an impact.
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.
For certain positions total compensation may also include incentive commission or bonus opportunities not reflected in the posted base pay range.
This role offers a commissions-based structure that includes a monthly draw equaling $48000.00 per year plus generous commissions that increase based on sales volume achieved.
Required Experience:
Unclear Seniority
About Company
Get your checking account, savings account, or loan at Associated Bank. Online bill pay, online banking, overdraft protection, and more. 24/7/365 customer care.
